Convert PDF bank statements to Excel & CSV — privately
Turn any bank or credit card statement into a clean spreadsheet, QuickBooks or OFX file in seconds. Everything happens in your browser, so your financial data never leaves your computer.
How it works
- Download the PDF statement from your online banking (the original PDF, not a scan).
- Drop it above. TidyLedger reads the text layer locally and finds every transaction, date and amount.
- Check the balance badge, tweak anything you like, then download Excel, CSV, QBO or OFX.
Why TidyLedger
Built for bookkeepers, freelancers, landlords and anyone stuck with PDF-only statements.
Private by design
The converter runs entirely in your browser. Your statements are never uploaded to a server — not ours, not an AI's. Works offline once loaded.
Reconciled, not guessed
Every row is checked against the statement's running balance, so you know the numbers are right before you import them.
Any bank layout
Separate debit/credit columns, signed amounts, CR/DR, grouped dates, multi-line descriptions, US or European number formats, English or French.
Excel, CSV, QBO, OFX
Real dates and numeric amounts in Excel and CSV. QuickBooks Web Connect (QBO) and OFX for direct import into accounting software.
Batch a whole year
Pro converts dozens of statements at once into one merged, sorted spreadsheet — a year of books in a minute.
Review & edit
Preview every transaction, fix a description or remove a row before you download. Rows that don't reconcile are highlighted.
Simple pricing
Free for occasional use. Pro when you have a stack of statements.
Free
- 10 pages per day
- CSV & Excel export
- Balance reconciliation
- No signup, 100% private
Day Pass
- 24 hours of Pro
- Unlimited pages & batch
- QBO & OFX export
- Perfect for tax season or a one-off catch-up
Pro Monthly Popular
- Unlimited pages
- Batch: dozens of statements at once, merged
- QBO (QuickBooks) & OFX export
- Cancel anytime
Pro Yearly
- Everything in Pro
- Save 45% vs monthly
- Ideal for bookkeepers & accountants
Prices in USD. Secure checkout and sales tax handled by our payment partner. Already bought? Enter your license key.
Popular conversions
- Convert PDF bank statements to Excel
- Convert PDF bank statements to CSV
- Convert PDF bank statements to QBO (QuickBooks Web Connect)
- Convert PDF bank statements to OFX
- Import PDF bank statements into QuickBooks
- Import PDF bank statements into Xero
- Convert credit card statements to Excel or CSV
- Convertir un relevé bancaire PDF en Excel ou CSV
- RBC Royal Bank statement to Excel
- TD Canada Trust statement to Excel
- Scotiabank statement to Excel
- BMO Bank of Montreal statement to Excel
- CIBC statement to Excel
- National Bank of Canada statement to Excel
- Desjardins statement to Excel
- Tangerine statement to Excel
- Simplii Financial statement to Excel
- EQ Bank statement to Excel
- ATB Financial statement to Excel
- Laurentian Bank statement to Excel
- All supported banks →
Need receipts and invoices in a spreadsheet too? Try TillSheet: PDFs and photos to Excel, CSV, Xero or QuickBooks, without uploading.
FAQ
Is it really private?
Yes. The PDF is read by JavaScript running in your browser tab; the file and its contents are never sent over the network. You can verify it in your browser's developer tools (Network tab), or disconnect from the internet after the page loads — conversion still works.
Which banks are supported?
TidyLedger doesn't rely on per-bank templates. It reads the table layout of any text-based PDF statement, so it works with most banks and credit cards in Canada, the US, the UK, Europe and Australia. See the list of tested banks.
Does it work with scanned statements?
Not yet. Scanned or photographed statements have no text layer; OCR support is coming. Download the original PDF from online banking for best results.
What about password-protected PDFs?
Supported. You'll be asked for the password, which is used only inside your browser to open the file.
How accurate is it?
When the statement has a running balance, every transaction is verified against it and you'll see a green “balances reconcile” badge. Rows that don't add up are highlighted so you can fix them before exporting.
What's free?
10 pages per day with CSV and Excel export, no account needed. Pro adds unlimited pages, batch conversion and QBO/OFX export.