Bank & Credit Card Statement PDF to CSV
Get a plain, import-ready CSV — clean headers, normalized dates, one row per transaction — that loads into QuickBooks, Xero, or any accounting tool on the first try. Scanned or digital, any bank.
Click to upload or drag and drop
Supported formats:
Up to 25MB · PDF → CSV
All uploads are encrypted for your security
How it works
How to convert a bank statement PDF to CSV
Upload your statement
Drop in a bank or credit card PDF — a digital download or a scan. Nothing to install.
AI reads every transaction
Date, description, amount and balance are pulled line by line; running headers, page breaks and marketing footers are left out.
Download an import-ready CSV
A plain comma-separated file with clean headers and one row per transaction — ready to map into your accounting tool.
The output
A CSV that's built to import — not just to look right
Toggle to see the run-together PDF text become a clean, comma-separated file with one row per transaction.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2024-03-01 | Opening Balance | — | 2,840.00 |
| 2024-03-04 | Stripe Payout | +1,920.00 | 4,760.00 |
| 2024-03-06 | Costco Wholesale | -214.37 | 4,545.63 |
| 2024-03-11 | City Water & Power | -98.50 | 4,447.13 |
Why it imports cleanly
The CSV gotchas we handle for you
Most failed imports aren't your fault — they're encoding, dates, and stray rows. This export is shaped to avoid every one of them.
Dates your importer accepts
Normalized to one consistent, unambiguous format — so QuickBooks won't reject mixed or day-of-week dates.
Amounts as clean numbers
A signed Amount column with no currency symbols or thousands separators to trip the parser.
Headers tools recognise
Date, Description and Amount named the way bank-import screens expect — little to no remapping.
Plain UTF-8, no BOM
None of the byte-order mark that turns 'Date' into 'Date' and makes QuickBooks fail without saying why.
One row per transaction
No blank trailing rows, merged cells or hidden characters — the silent killers of a CSV import.
Scanned PDFs & any bank
OCR handles scans and photos; structure-based extraction reads any bank, in any country.
Why your bank's own CSV often won't import
Downloading a CSV straight from online banking feels like it should just work — then QuickBooks throws “some info may be missing from your file” and quits. Bank exports are notorious for it: day-of-week text in the date column, UTF-16 or BOM encoding that mangles the first header, trailing blank rows and invisible characters, and column names no importer recognises. Worse, most tools fail silently, without telling you which row broke.
TableSense rebuilds the file the way importers expect — dates normalized, plain UTF-8, clean headers, one row per transaction, nothing trailing — so it loads on the first try instead of the fifth.
A 30-second check before you import
No converter is perfect on every layout, so a quick pass before you import is worth it:
- Row count — does it match the number of transactions on the statement?
- Tie the balance — opening balance + the Amount column should equal the printed closing balance.
- Check page edges — the first and last rows of each page are where extraction is most likely to slip.
Where it goes
Import it straight into your accounting software
A clean CSV is the universal bank-import format — almost every tool has a screen that reads it.
QuickBooks Online
Transactions → Bank transactions → Link account → Upload from file, then map Date, Description and Amount. For QuickBooks, export as QBO instead to skip mapping.
Xero
Accounting → Bank accounts → Manage account → Import a statement, upload the CSV, then confirm the column mapping once and Xero remembers it.
Choosing a format
CSV or Excel?
Same extracted data — pick by what happens to the file next.
Choose CSV
When a system will read it — importing into accounting software, loading into a database, or feeding a script. Lightweight and universal.
Choose Excel
When a person will work in it — reviewing, filtering, or building formulas and pivots before anything is imported.
Your statements stay private. Uploads are encrypted, the CSV is generated from the extracted transactions, your file isn’t kept longer than the job needs, and you can try it without an account.
Any bank
Any bank's statement, into a clean CSV
No per-bank setup: the converter follows each statement's own columns, so US or international, checking or credit-card, you get the same clean CSV.
FAQ
Frequently asked questions
QWill this CSV import into QuickBooks, Xero, or Sage?
Yes. The file uses clean Date / Description / Amount columns and standard formatting, so it maps straight into QuickBooks, Xero, Sage, Wave, Zoho and most other tools' bank-import screens.
QWhy does my bank's own CSV fail to import, but this one works?
Bank exports often carry day-of-week dates, UTF-16 or BOM encoding, trailing blank rows, or column names no importer recognises — and software like QuickBooks fails silently on them. This export normalizes the dates, uses plain UTF-8, and ships clean headers, so it loads first try.
QWhat delimiter and encoding does the CSV use?
Comma-delimited, UTF-8 with no byte-order mark — the combination accounting tools expect, so you won't get a garbled 'Date' header.
QHow are amounts represented — one column or debit/credit?
Amounts come as a clean signed Amount column (deposits positive, withdrawals negative) — the 3-column Date / Description / Amount layout QuickBooks accepts. If your tool prefers the 4-column Date / Description / Credit / Debit layout, splitting them is a quick mapping step at import.
QWhat date format does the CSV use?
Dates are normalized to a single, unambiguous format, so there are no mixed or day-of-week dates for your importer to reject.
QCan I convert a scanned bank statement to CSV?
Yes. Scans and phone photos have no selectable text, so copy-paste fails — TableSense runs OCR first, then extracts, so image-based statements still produce a clean CSV.
QIs it free to convert a bank statement to CSV?
Yes — try it with no signup, and the free tier covers occasional conversions. Higher volume and batch runs are on the paid plans.
QIs my data secure, and what happens to my file?
Uploads are encrypted in transit and the CSV is built from the extracted transactions — your file isn't kept longer than the job needs, and you can convert without an account.
QCan I convert a password-protected statement?
Yes. A password-locked PDF asks for the password to unlock it (used only to open the file); the CSV is then produced as normal.
QCan I convert international or multi-currency statements?
Yes — any country's statement converts and the currency is auto-detected, so multi-currency and non-US accounts export cleanly to CSV.
QWhich banks are supported?
Every bank, any country — the converter follows each statement's own columns instead of a saved template, so non-English and uncommon layouts still export to a clean CSV.
QCan I convert several statements at once?
Yes, on paid plans — convert a batch of statements in one pass, built for multi-account, multi-bank reconciliation work.
QHow accurate is the conversion?
Accuracy is high across digital and scanned statements, but no converter is flawless on every layout. Before importing, run a quick check: match the row count and tie the Amount column to the printed closing balance.
QCan I convert a statement that covers multiple accounts?
Yes. Every transaction is extracted; if one PDF spans several accounts, convert it and filter or split by account in your spreadsheet — or run each account's pages separately for a clean per-account CSV.
QCSV or Excel — which should I download?
Choose CSV when a system will read the file (importing into accounting software or a database). Choose Excel when a person will work in it. Both hold the same extracted data.
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