Published July 2026 by BalanceExtract Team
Some banks offer a native CSV export from online banking — worth checking your specific bank's own guide on this site first, since that's usually faster when it's available. This page covers converting a PDF statement directly, for any bank, when a native export isn't an option: an emailed statement, a closed account, transactions outside your bank's export window, or a scan.
A CSV is the one format almost every spreadsheet and accounting tool accepts without a fight — no version-specific formatting, no proprietary lock-in, just rows of data. This converts any bank's PDF statement — named detection for 23+ major banks, plus a generic parser for any other text-based PDF — into a clean CSV with date, description, amount, and running balance, ready to open anywhere or import into whatever software actually needs the data.
No account needed for up to 6 pages.
Named detection recognizes 23+ major banks automatically; any other bank falls back to the generic layout parser.
Every row gets a confidence score before you export.
| Column | What It Contains |
|---|---|
| Date | Transaction date, normalized to ISO (YYYY-MM-DD) so it reads unambiguously regardless of your spreadsheet's regional settings |
| Description | The payee or transaction description, exactly as it appears on the statement |
| Amount | Signed — negative for debits, positive for credits |
| Balance | The running balance, when your statement includes one |
Honest side-by-side write-ups, including where each of them is the better choice.
A bank that already offers a native CSV export.
Import into QuickBooks as a bank feed rather than a spreadsheet.
The same conversion as a real .xlsx workbook.
For QuickBooks, Quicken, or Xero as a real transaction feed.
For a photo or scan instead of a real PDF.
Every bank guide and format converter BalanceExtract offers.