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Bank Statement to Spreadsheet

Turn bank statements and messy exports into a checked transaction spreadsheet.

Bank statement or transaction export

One account: CSV, TSV, XLSX, or a PDF with selectable text. Scanned statements are not supported.

CSV, TSV, PDF, XLSX

Optional files

Account and format detailsOptional

Optional account, currency, date convention, and amount direction. Ambiguous records stay flagged when these details are unavailable.

CSV, TSV, PDF, XLSX

Previously imported transactionsOptional

Optional export for the same account to flag overlap. Repeat amounts alone are never removed.

CSV, TSV, PDF, XLSX

5 MB per file · 15 MB total · Text-based PDFs only