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Convert Bank Statement PDF to Excel

Turn monthly bank statement PDFs into a tidy spreadsheet — every transaction on its own row, debit and credit in their own columns.

Convert your bank statement now →

Why convert bank statement PDFs?

Most banks let you download statements as PDF but not as CSV. When you need to reconcile cash flow, categorise spending, or hand figures to your accountant, that PDF becomes a wall of text you have to re-key line by line.

A single month can run to dozens of transactions across several pages, and one mistyped balance throws off the whole reconciliation. Copy-pasting from a PDF usually collapses the columns — dates, descriptions and amounts all run together into one cell.

TablePix reads the statement’s text layer locally, rebuilds the row-and-column grid, and keeps debits, credits and the running balance in separate, correctly-aligned columns so the numbers add up the moment you open the file.

Example: Bank statement 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      88.00            3,262.00
05/03  Card refund         24.50       3,286.50
Source Bank statement PDF as raw extracted text
DateDescriptionDebitCreditBalance
01/03/26ACME Ltd1,200.004,300.00
02/03/26Rent950.003,350.00
03/03/26Utilities88.003,262.00
05/03/26Card refund24.503,286.50
Converted Excel spreadsheet for Bank statement

Field mapping

How fields in a typical bank statement PDF map to spreadsheet columns.

Source field (in PDF)Export columnNote
Transaction dateDateNormalised to DD/MM/YY
Description / memo / payeeDescription
Withdrawal / money outDebitNumeric, right-aligned
Deposit / money inCreditNumeric, right-aligned
Running balanceBalanceNumeric, right-aligned

Bank statement conversion — FAQ

Yes. That is exactly what TablePix is for. Upload the PDF your bank gives you and export a clean .xlsx or .csv — no need to ask your bank for a different format.

Convert your bank statement now

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