Turn your bank statement into a clean Excel spreadsheet in seconds
Managing your finances shouldn’t mean spending hours copying transactions from a bank statement into a spreadsheet.
Bank Statement to Excel
Convert your statement into a clean, formatted Excel spreadsheet.
Transaction preview
Important accuracy note
Bank statements vary between banks and layouts. The converter uses general-purpose extraction rules. Always review the resulting spreadsheet before using it for accounting, tax, legal or financial reporting. Scanned/image-only PDFs may require OCR.
Get Money Saving’s Bank Statement to Excel Converter makes it simple. Upload your bank statement, let our converter organise the transaction data, and download a clean Excel spreadsheet ready for budgeting, bookkeeping and financial organisation.
No complicated software. No bank login required. Just upload, convert and download.
Supported formats: PDF, CSV, XLS and XLSX.
How to Use It
1. Upload Your Statement
Drag and drop your bank statement into the converter, or click Browse Files to select it from your device.
We support common formats including PDF, CSV, XLS and XLSX.
2. Let Us Convert It
Our converter reads your statement and organises the available transaction information into structured columns such as:
- Date
- Description
- Debit
- Credit
- Amount
- Balance
You’ll also see a preview of the converted transactions before downloading.
3. Download Your Excel File
When your conversion is complete, click Download Excel.
Your statement is organised into a downloadable .xlsx workbook, making it easier to sort, filter, analyse and manage your finances.
Why Trust Get Money Saving?
🔒 Your privacy matters
Bank statements contain sensitive financial information. That’s why our converter is designed to process your statement directly in your browser, rather than requiring you to create a bank connection or provide your online banking credentials. It’s secure and encrypted.
🏦 No bank login required
We will never ask for your online banking username, password or banking login details.
Simply upload the statement you’ve already downloaded from your bank.
⚡ Fast and simple
No complicated setup and no specialist spreadsheet knowledge required. Upload your statement and get an organised Excel file in just a few steps.
📊 Built for everyday money management
Your converted spreadsheet can be useful for:
- Personal budgeting
- Expense tracking
- Bookkeeping
- Reviewing spending
- Preparing financial records
- Organising transactions
- Analysing income and expenses
💚 Made by Get Money Saving
Our goal is to make managing your money simpler, clearer and less time-consuming.
Frequently Asked Questions
What file types can I convert?
The converter supports PDF, CSV, XLS and XLSX bank statements.
Do I need to connect my bank account?
No. You only need a bank statement that you’ve already downloaded from your bank.
Do you need my banking password?
Absolutely not. Never enter your online banking username or password into the converter.
Is my bank statement uploaded to your servers?
The converter is designed to process the statement locally in your browser. Your bank statement is not sent or processed by our servers at all.
What does the Excel file contain?
The converted workbook can include organised transaction information such as date, description, debit, credit, amount and balance, along with summary information.
Can I use the converted spreadsheet for bookkeeping?
Yes, the spreadsheet can be useful for organising and reviewing financial records. However, you should always check the converted transactions against your original bank statement before using the spreadsheet for accounting, tax, legal or other important financial purposes.
Why didn’t my PDF convert correctly?
Banks use many different statement formats. Some PDFs contain selectable text, while others are essentially scanned images. Scanned/image-only PDFs may require OCR, and certain bank-specific layouts may require additional parsing.
Does it work with every bank?
The converter is designed to work with common bank statement formats, but no general-purpose converter can guarantee perfect extraction from every bank’s statement layout. Always review the converted spreadsheet against the original statement.
Can I edit the Excel file after downloading it?
Yes. Once downloaded, the file can be opened and edited in Microsoft Excel, Google Sheets, LibreOffice Calc and other compatible spreadsheet applications.
Is the converter free?
The converter is free to use.
Is my financial information safe?
The converter is designed with privacy in mind and does not require access to your bank account. Your information is encrypted and secure and is never stored on our servers.