StatementCSV

Bank statement CSV for bookkeeping

If your bank or card only gives you PDF statements, StatementCSV turns the transaction lines into a CSV with Date, Description, and Amount columns that you can open in a spreadsheet or import into a bookkeeping tool. It's a file converter, not accounting software, and it doesn't categorize anything.

What you get

• One row per transaction line found in the PDF, with the date, description, and amount as printed.
• An editable table in your browser, so you can fix a date, description, or amount before you export.
• A plain CSV file. Columns: Date, Description, Amount. There's no balance, category, or account column.

What it doesn't do

• It doesn't connect to your bank, sync, or pull statements for you. You download each PDF yourself.
• It doesn't categorize, reconcile, or total anything. That's left to your spreadsheet or bookkeeping software.
• It doesn't read scanned or photographed statements. The PDF needs a text layer.
• It isn't tax or accounting advice. Ask your accountant what records they need.

Before you import

1. Check the row count and a few amounts against the PDF. Lines that don't start with a date and end with an amount with cents are skipped.
2. Check the signs. Amounts keep the sign printed on the statement, and banks and card issuers don't all print debits the same way.
3. Add the year if your statement prints dates like 01/04 without one. The CSV keeps dates as printed.
4. Map the columns in your tool. See the QuickBooks, Xero, and Excel and Google Sheets guides.

Steps

1. Open the StatementCSV app and drop in a statement PDF. The free preview shows how many transactions it found and the first 5 rows.
2. If the rows look right, unlock the download for $9.99 one-time. That's one payment, not a subscription.
3. Edit anything that's off, then download the CSV.

Privacy

No bank login and no Plaid. The PDF is read in your browser and isn't uploaded.