ledgaroo

Bank statement PDF to Excel

Drop the PDF as you downloaded it. We check every row against the figures your bank printed, then write a workbook where the dates are dates and the amounts are numbers.

Excel is free for a whole statement at a time, with no account and no limit on how many. Part of a statement, several statements joined into one, and every open statement at once come with Premium.

What is in the Excel file

A real .xlsx workbook, not a CSV renamed.
Nothing is guessed when it opens. A CSV is read by guessing, and an Excel set up for a language that writes decimals with a comma can read 1,850.00 as something else.
Four columns: Date, Description, Amount and Balance.
One row a transaction, in the order the statement prints them. Balance is left empty on a row the statement printed none beside. With Premium, Payee and Category follow them.
One signed amount a row.
Money out is negative and money in is positive, so the column sums to the change in the balance. Amounts show two decimals and a thousands separator, and the cell holds the plain number.
Dates show as 2026-01-23.
The cell holds a date, so it sorts and filters as one, and you can change how it is shown without retyping anything.
The header row stays put.
It is frozen, so the column names are still there at row 300.

Every format holds the same checked transactions. The other files we write are on the import page.

Questions

Is my statement uploaded anywhere?

No. The statement is read in your browser, on your computer. Nothing in it is sent to us or to anyone else.

Should I pick Excel or CSV?

Excel, where you can. Both hold the same rows, but the Excel file cannot be misread on opening. Plain CSV is for software that asks for one.

Does the Excel file open in Google Sheets or Numbers?

Yes. It is an ordinary .xlsx file, which both of them open.

Does it handle scanned statements?

Yes, as a PDF, JPG, PNG or WebP. The text is read off the picture by OCR in your browser, and the file never leaves your computer. The first scan takes longer while the reader loads. OCR can misread a figure, so a scan is checked like any other statement. If it prints no running balance, no totals and no closing balance, nothing can check the figures, so the download is held as it is for a failed check, and you look the figures over first. A date misread within the statement period passes every check, so a date OCR was unsure of is marked for you to compare with the scan. A PDF downloaded from online banking is more reliable than a scan. More about scanned statements.

Is it free, and do I need an account?

Excel and CSV are free for a whole statement at a time, with no limit on how many. Premium adds every other format, a CSV in a layout of your own, payee names with rules that set the payee and category, the working paper, part of a statement, several statements joined into one, and downloading every open statement at once. Neither needs an account: Premium is a licence key, which you paste into the page or activate from the email it comes in, and your browser keeps it. The pricing page lists each format and the price.