Bank Statement to Excel
Extract account period, balances, and transactions into an Excel workbook.
How it works
- 1
Upload a statement
Drop a bank statement PDF or image.
- 2
Extract transactions
Period, balances, and credit/debit rows land in a workbook.
- 3
Download Excel
Open Summary and Details in Excel or Google Sheets.
Sample output
A preview of the structured result Bank Statement to Excel produces — not a live extraction of your file.
Example bank statement extraction — period totals plus transactions.
| Date | Description | Deposit | Withdrawal | Balance |
|---|---|---|---|---|
| 2026-01-02 | Payroll | 2,400.00 | 5,100.00 | |
| 2026-01-05 | Rent | 1,800.00 | 3,300.00 | |
| 2026-01-08 | Card — Cafe | 16.90 | 3,283.10 |
One statement is reconciliation. A year is a parser.
Save a parser to extract the same statement fields across a folder of monthly PDFs, instead of converting one file at a time.
What is Bank Statement to Excel?
Bank statement to Excel turns a statement into a workbook with header fields (bank, period, opening and closing balance) and a transaction table. Date, description, deposit, withdrawal, and running balance land as rows. It extracts named statement fields, not a generic table dump.
Frequently Asked Questions
Everything you need to know about the Bank Statement to Excel.
Is Bank Statement to Excel free?
You get three lifetime samples with no account (1 MB / 3 pages). After that, sign in. New statements use PerfectParser credits — one credit per page.
Which banks are supported?
Any statement that is a readable PDF or image. Layouts vary; the frozen schema targets common fields (period, balances, transactions).
Is there a CSV version?
Yes — Bank Statement to CSV uses the same parser with a CSV default.
What is a bank statement converter?
A bank statement converter turns a statement PDF or image into structured rows — date, description, deposits, withdrawals, running balance — instead of a printout. This page converts to Excel.
When should I use PDF to Excel instead?
Use this page for named statement fields and transactions. Use PDF to Excel when you want raw tables from a PDF that is not a bank-statement schema.
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