Combine several PDF bank statements into one spreadsheet

Why one file beats twelve

Tax prep, a loan application, a bookkeeping catch-up or an accountant's request usually needs every transaction for a period in one list you can sort, filter and total. Converting statements one by one and pasting them together works, but it's slow and it's where rows go missing.

How to combine them

1. Download the original PDF statements from online banking (text-based PDFs, not scans) for every month you need.
2. Select them all and drop them into the converter above in one go.
3. Check each statement's balance badge. Green means every row adds up from that statement's opening balance to its closing balance.
4. Download Excel or CSV. You get one sheet with Date, Description, Debit, Credit, Amount and Balance, plus a File column naming the statement each row came from. Rows stay in the order of the files you dropped; sort by Date in Excel if you want one timeline.
5. Need QuickBooks, Quicken or Xero instead? The QBO and OFX downloads merge the statements into a single file sorted by date.

Batch conversion is part of Pro: a 24-hour pass covers a whole year of statements in one sitting. On the free plan you can convert one statement at a time (10 pages a day) and paste the results together. Want to see the output first? Use Try a sample statement above.

Check the combined file before you use it

• Month-to-month continuity. Each statement's closing balance should equal the next statement's opening balance. A jump means a month or a page is missing.
• Overlapping statements. If two files cover the same days (for example a monthly statement plus an interim download), the same transactions appear twice. Sort by Date and Amount to spot them.
• Several accounts in one file. A transfer from checking to savings shows up once as money out and once as money in. If you total income or spending across accounts, match those pairs and leave them out, or the totals are overstated on both sides.
• Credit cards with bank accounts. A card payment from checking is money out of checking and a credit on the card. Treat it as a transfer too.

Different banks in one batch

TidyLedger reads the table layout of each PDF separately, so statements from different banks can go in the same batch. The columns come out the same for all of them, and the File column tells you which bank each row came from.

Try it free above See Pro pricing