Convert a bank statement PDF to CSV — free
Plain CSV, UTF-8 with a byte-order mark so Excel opens it without mangling anything, and in the exact column shape your accounting software expects.
Drop your statement PDFs here
Converted straight to CSV
What matters about this format
The difference between a file that imports and a file that is rejected is almost never the extension. It is the column shape, the date format and the size limit.
QuickBooks wants three columns or four, and nothing else
Date, Description, Amount — or Date, Description, Credit, Debit. Anything else is rejected. There is also a 350 KB file size limit, which twelve months of statements can exceed, and QuickBooks does not say that is why the import failed. <span data-claim="csv-split" data-claim-at="all">Pick a CSV and we split anything larger into files of 350 KB or less, each with its own header row</span> — or use the .qbo file, which avoids CSV entirely.
Xero wants the opposite: one signed amount column
Xero will not accept split debit and credit columns. Pick Xero as the destination and you get its shape. For QuickBooks, pick Plain CSV with a single signed amount column and no running balance, and you get its three-column shape. This is the single most common reason an import fails.
No thousands separators, ever
A comma inside a number inside a comma-separated file breaks the import. Amounts come out as 1200.00, never 1,200.00.