Guides
How to convert a bank statement
Plain, practical guides for getting transactions out of a PDF and into Excel, CSV, Google Sheets, QuickBooks, or Xero — and how to do it without risking your data.
How to import a bank statement into QuickBooks
4 minQuickBooks won't read a PDF — but it will read a clean CSV. Here's the fastest way to get there.
How to convert a PDF bank statement to Excel
4 minCopy-paste turns 90 transactions into one cell. Here's what actually works.
How to get a bank statement into Google Sheets
3 minPasting a PDF into Sheets is a mess. Import a clean CSV instead.
Bank statement to CSV for Xero
3 minXero's statement import is picky about columns and dates. Here's the clean way.
How to extract transactions from a scanned statement
3 minA scan is an image, not data. Here's how to turn it into rows.
Is it safe to convert your bank statement online?
4 minA statement is sensitive. Here's exactly what to look for before you upload one.