PDF → CSV
Bank Statement to CSV
A clean CSV for imports, not a comma-separated copy of the page.
Ready.
| Date | Description | Debit | Credit | Amount | Balance |
|---|
Your PDF is processed in memory and discarded after the response. We do not store statements.
The columns
Date, Description, Debit, Credit, Amount and Balance. Descriptions with commas or quotation marks are quoted correctly, so the file does not split a merchant name into extra columns.
Encoding and line endings
CSV is written as UTF-8 with CRLF line endings, which works with Excel, Google Sheets, LibreOffice and most accounting import screens. The first row is a header row.
Review before import
Open the CSV in a spreadsheet and check the row count, the date format and the sign of each amount. A CSV import that puts refunds in the wrong column is harder to fix after it reaches the ledger.
When CSV is the right export
Use CSV when your accounting tool accepts a mapped bank import, when you need a small file for a script, or when you want to inspect the rows without a spreadsheet library.
Questions
Is the CSV UTF-8?
Yes. It is UTF-8 with CRLF line endings and a header row.
Are commas in descriptions handled?
Yes. Fields containing commas or quotes are quoted and escaped.
Can I import the CSV into QuickBooks?
QuickBooks has its own bank-import workflow. Use the QBO export for a QuickBooks bank statement file, or map the CSV columns in your edition.
What if the statement is a scan?
Scans are not supported. Download the text-based PDF from your bank instead.