Convert Bank Statement PDF to CSV
Turn a bank statement PDF into import-ready CSV — one transaction per row, signed amounts, and delimiters your accounting software accepts on the first try.
Convert your bank statement → csv now →Why convert bank statement → csv PDFs?
When the goal is not to read the statement but to load it somewhere, CSV is what you need. QuickBooks, Xero, Wave, YNAB and most budgeting apps import transactions from CSV — but your bank only hands you a PDF, so the data has to be reshaped before any import wizard will look at it.
CSV import is fussy in ways a human-readable spreadsheet is not: the importer expects one transaction per row, a single amount column (or a clean debit/credit pair), a date in a format it recognises, and no stray commas inside the description breaking the column count. A copy-paste from a PDF fails every one of those checks.
TablePix reads the statement’s text layer, rebuilds the transaction grid, and exports standards-compliant CSV: descriptions with commas are quoted, amounts stay as plain numbers (no currency symbols), and the header row is named so your import wizard can map Date, Description and Amount in a couple of clicks.
Example: Bank statement → CSV PDF → Excel
BANK STATEMENT Mar 2026 Account 1234 5678 GBP 01/03 ACME Ltd 1,200.00 4,300.00 02/03 Rent 950.00 3,350.00 03/03 Utilities, Q1 88.00 3,262.00 05/03 Card refund 24.50 3,286.50
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2026-03-01 | ACME Ltd | 1200.00 | 4300.00 |
| 2026-03-02 | Rent | -950.00 | 3350.00 |
| 2026-03-03 | Utilities, Q1 | -88.00 | 3262.00 |
| 2026-03-05 | Card refund | 24.50 | 3286.50 |
Field mapping
How fields in a typical bank statement → csv PDF map to spreadsheet columns.
| Source field (in PDF) | Export column | Note |
|---|---|---|
| Transaction date | Date | ISO YYYY-MM-DD — the format most importers accept |
| Description / memo / payee | Description | Auto-quoted if it contains a comma |
| Money in / money out | Amount | Single signed column: credits positive, debits negative |
| Running balance | Balance | Plain number, no currency symbol |
Bank statement → CSV conversion — FAQ
Convert your bank statement → csv now
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