StatementCSV

Combine bank statement PDFs into one CSV

Banks usually give you one PDF per month, but a spreadsheet, your accountant, or a year-end review often needs every transaction in one file. StatementCSV converts one statement PDF at a time. Here's how to turn a stack of monthly PDFs into a single CSV with a spreadsheet.

What StatementCSV does and doesn't do here

• It reads one PDF per run, in your browser, and gives you a CSV with Date, Description, and Amount columns. The download is named after your PDF, so 2026-01.pdf becomes 2026-01.csv.
• It doesn't merge files for you. Combining is a copy-and-paste step in Excel or Google Sheets, shown below.
• It doesn't add a year to dates printed like 01/04, categorize transactions, or total anything.
• It doesn't read scanned or photographed statements. Each PDF needs a text layer.

Steps

1. Download each monthly statement PDF from your bank. Give them names that sort in order, like 2026-01.pdf, 2026-02.pdf.
2. Open the StatementCSV app and drop in the first PDF. The free preview shows how many transactions it found and the first 5 rows. Check a couple of months this way before you pay.
3. If the rows look right, unlock the download for $9.99 one-time through Whop. That's one payment, not a subscription.
4. Convert each PDF in turn. Fix any row in the table, then download that month's CSV.
5. Open the first CSV in Excel or Google Sheets. For each other month, open its CSV, copy the rows below the header, and paste them under the last row of the first file.
6. If your statements print dates without a year, add a column for the year, or fix the dates, before you sort. Otherwise 01/04 from two different years will look the same.
7. Save the combined sheet as CSV, or keep it as a spreadsheet.

Check before you rely on it

• For each month, compare the row count and the sum of the amounts with the totals on that PDF.
• Check the signs. Amounts keep the sign printed on each statement, and banks and card issuers don't all print debits the same way. If you combine a bank account and a credit card, the signs may mean different things.
• Watch the edges of each statement period so a transaction doesn't show up twice or go missing.
• This isn't tax or accounting advice. Ask your accountant what records they need.

Privacy

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