BankPDFtoXLS use cases

Find the job you are doing with your statements, and the download that suits it. Every job starts the same way: your own statement, with every balance checked.

Landlords

Rent in, and agent's fees, repairs and insurance out: a year of them, totalled from your statements for your tax return or your accountant.

Download: Excel

Converter for landlords

Bookkeepers and accountants

Your client sends a year of PDFs instead of a bank feed. Convert them, post the rows, and start with the balances the Ledger column marks.

Download: Excel, or the Xero, QuickBooks or FreeAgent file

Converter for bookkeepers

Xero, QuickBooks and FreeAgent users

Your bank feed only goes back so far, and an old account never had one. Fill the gap from your statements, as an import your software already reads.

Download: the Xero, QuickBooks or FreeAgent import file

Import statements into your books

Self Assessment

Interest, rent, and self-employed income and costs: the year's figures, totalled from your statements for your tax return.

Download: Excel

Statements for Self Assessment

Mortgage applications and brokers

Your lender asks for three to six months of statements. See your income, outgoings and regular payments as a sheet, for you or your broker, before the underwriter reads your statements.

Download: Excel

Statements for a mortgage application

Reconciliation

Check that a statement adds up before it reaches your books. The Ledger column marks each balance that does not follow from the row before.

Download: Excel

Reconcile statements in Excel

Budgeting

See where your money went: a year of payments as rows you can sort by payee and total by month.

Download: Excel or CSV

Budget from bank statements

Financial disclosure

Divorce, probate or a court form asks you for a full account of the money. Convert every statement into one sheet to total, beside the statements themselves.

Download: Excel

Statements for financial disclosure

Which download for which job

On the free trial and the Standard and Plus plans, most whole statements come with all of these. Lite gives Excel and CSV. Pick the one your next step needs.

If your next step is…	Download	Why
Sorting, totalling or a pivot table	Excel	Money columns are numbers, one sheet per account, with the Ledger column.
Xero or QuickBooks Online	Import file	Date, description and a signed amount, the columns their bank import reads.
FreeAgent	FreeAgent file	FreeAgent's own bank statement layout.
Any other software, or a script	CSV	Every column the statement printed, as plain text.

Try it on your own statement

We read every row, check every balance, and give you a file for your spreadsheet or your books.

Start your free trial

15 pages free, up to 5 for each statement. No card.