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Convert a bank statement PDF to CSV · CSV transactions

Convert a bank statement PDF to CSV

Choose a text-based statement PDF for the exact account and period you intend to review.

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Files are uploaded to MoharDocs for processing. Free-tool limits apply. Check the output and any size warnings before using it.

How to prepare your pdf document

  1. Prepare the source

    Choose a text-based statement PDF for the exact account and period you intend to review.

  2. Use the configured tool

    Upload a supported text-based bank statement PDF and choose Excel or CSV as the output format.

  3. Check the result

    Compare transaction counts, opening and closing balances, date order and debit/credit signs against the source statement.

Check the output before sharing

  • ✓ Choose a text-based statement PDF for the exact account and period you intend to review.
  • ✓ Compare transaction counts, opening and closing balances, date order and debit/credit signs against the source statement.
  • ✓ Extraction depends on the bank layout and readable text. Check dates, debit/credit signs, balances and every amount; scanned or unsupported layouts may not extract correctly.

Open Bank statement to Excel with all settings →

Common questions

Can I import the CSV straight into any accounting app?

Check that app’s required column names and formats first. This export may need mapping and manual corrections before import.

What should I check before using the result?

Compare transaction counts, opening and closing balances, date order and debit/credit signs against the source statement. Extraction depends on the bank layout and readable text. Check dates, debit/credit signs, balances and every amount; scanned or unsupported layouts may not extract correctly.

View all use cases →

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