BankPDFtoXLS
Start your free trial
Menu

BankPDFtoXLS for landlords

The short answer: Drop each month's statement PDF in, download Excel, and sort the rows by tenant, agent and supplier. You get the year's rent and costs as totals, for the property pages of your tax return or for your accountant.

  • We check every running balance, so a missing or misread row shows.
  • We read the statements of most banks, scans included.
  • If you take a plan, you can cancel it any time.
Drop your statement here PDF up to 25 MB. Scans and photos saved as PDF, and password-protected PDFs, work too.

What a year of statements becomes

  • Rent received. Each payment is a row with its date and payer, so a late or short month stands out.
  • Costs, ready to sort. Agent's fees, repairs, insurance and service charges are each a row you can label.
  • Totals for the return. A pivot table turns the rows into the year's figures for each property.

How to total a year of rent from bank statements

  1. Download each month's statement from your bank as a PDF.
  2. Drop the first one in the box at the top of this page, and we show you its first page converted.
  3. Sign up to download it. You do not need a card: your free trial converts 15 pages, so you can check the result before you pay. Then take a plan, and upload the statements in your account one after another.
  4. Download Excel. Check any row the Ledger column marks break.
  5. Paste the months into one sheet, and add a Category column: rent, agent, repairs, insurance. If you have more than one property, add a Property column too.
  6. Insert a pivot table: categories down, months across, the amounts summed.

Our landlord's guide to rental income from bank statements covers each step in more detail.

Category Year
Rent received 14,400.00
Agent's fees -1,728.00
Repairs -642.50
Insurance -318.00
Before finance costs 11,711.50

Sample figures, not a real statement.

Mortgage interest is treated separately, as a finance cost. Ask your accountant which costs you can claim.

Questions

Can I convert twelve statements in one go?

It depends on your plan. On Standard, you can upload up to 15 statements at once, and on Plus, up to 30. On Lite ($29 USD per month for 500 pages), you upload them one after another: each one converts in the background, and you can drop in the next as soon as it is done. You will find them all in your list of statements. A year of monthly statements fits a Lite plan with room to spare.

The rent goes to a joint account. Does that matter?

No. We convert any account's statement the same way. If the account also carries personal spending, mark those rows Personal and leave them out of the totals.

I keep my books in Xero or FreeAgent.

Then take Standard or Plus, which give you the import files. Lite gives Excel and CSV. Instead of Excel, download the import file for a whole statement, and upload it to the bank account there. Most whole statements come with a file for Xero, QuickBooks Online and FreeAgent.

Is it safe to upload a statement?

We encrypt the PDF. Once the statement is in your account, we delete the PDF as soon as it is converted. We keep the spreadsheet for a while, then delete it too. If you drop a statement in and do not sign in, we delete it. No person reads statements you upload. Our privacy policy says what we keep, and for how long.

Other use cases

Start with this month's statement

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

Start your free trial