Crossfooted

Bank and credit card statements

Convert bank statements to Excel

Upload a PDF bank or credit card statement and download an Excel file with one row per transaction: date, description, money in, money out and balance. Every row is checked against the bank’s running balance first.

Start free See how it works

No card needed · 20 free pages every month

Want to see the file first? Download a sample spreadsheet, or try the free ways.

A Northwind Bank statement PDF beside its converted table. Balances verified; the rent row is outlined in both.
Your statement beside the table it became, with every balance checked.

The short answer: if your bank lets you download a CSV or Excel file for the months you need, do that. If you only have PDFs, Excel for Windows can import some of them. For old, scanned or many statements, or on a Mac, use a converter that checks the result against the statement.

PDF bank statement to Excel in three steps

  1. 1

    Drop your PDF statements

    One statement or a year of them, bank or credit card, from any bank.

  2. 2

    We check every row

    Each row is checked against the bank’s running balance, usually in under a minute. Anything that doesn’t add up is shown beside the PDF.

  3. 3

    Download Excel

    An .xlsx file that opens in Excel, Google Sheets or Numbers. CSV too, if you prefer.

What you get in the spreadsheet

Transactions only, ready to sort, filter and total. Not a copy of the statement’s layout.

  • One row per transaction. Date, Description, Deposit, Withdrawal and Balance. No page headers, page totals or blank rows to clean out.
  • Amounts are numbers. SUM, filters and pivot tables work straight away.
  • Opens anywhere. Excel on Windows or Mac, Numbers, or Google Sheets (File → Import → Upload).
  • Your date style. Pick MM/DD/YYYY, DD/MM/YYYY or YYYY-MM-DD before you download.
  • Several accounts in one PDF? An Account column says which row belongs to which.
  • A year at once. One spreadsheet per account with the months in order, or one per statement, plus a short report showing each month carries into the next.

The free ways, and where they break

Try these first. If one works for your statements, you don’t need a converter.

1

Download a CSV from your bank

Best when it’s there

Most online banking lets you export transactions for a date range:

  1. Sign in to your bank’s website (the export is often missing from the phone app).
  2. Open the account’s transactions or activity, not the statements list.
  3. Look for Download or Export, pick the dates, and choose CSV or Excel.
  4. Open the file in Excel.

Where it breaks

  • Many banks only offer it for recent months.
  • Older statements, and accounts you’ve closed, are often PDF only.
2

Excel’s own PDF import

Windows only

Excel for Microsoft 365 on Windows can pull tables out of a PDF:

  1. In Excel, go to Data → Get Data → From File → From PDF and pick the statement.
  2. In the Navigator, choose the table with the transactions (each page is usually its own table).
  3. Select Transform Data to open Power Query.
  4. Remove blank and header rows, use the first row as headers, and set the date and amount columns to the right types.
  5. If the transactions span several pages, use Append Queries to stack the page tables.
  6. Select Close & Load.

Tip: for a statement every month, put the PDFs in one folder and use Get Data → From File → From Folder, then Combine & Transform, so next month is just a refresh.

Where it breaks

  • Descriptions that wrap onto a second line leave half-empty rows.
  • Months with a different number of pages break the combine step.
  • Scanned statements have no text to read.
  • It isn’t in Excel for Mac or Excel on the web, and nothing tells you if a row was missed.
3

Copy and paste, or “PDF to Excel” tools

A few lines only

Fine for a handful of rows. General PDF-to-Excel tools, and a PDF editor’s Export to Excel, work the same way: they copy the statement’s layout rather than giving you a list of transactions.

Where it breaks

  • For a whole statement, columns shift and the table lands all over the place.
  • Page headers and totals get mixed in with the transactions, so you rebuild it by hand.
4

Pasting it into an AI chatbot

Not checked

It will make a table, quickly.

Where it breaks

  • People who rely on it report rows that were never on the statement, and rows quietly left out.
  • Nothing checks the result against the balance, so you won’t know which.
  • It means handing your bank details to a chatbot.

When to use Crossfooted

Crossfooted is a bank statement converter: it turns PDF bank and credit card statements into Excel, CSV and QuickBooks files, and checks every row against the bank’s own balance before you download.

  • You need every row right: each running balance is checked against the statement.
  • You have old, closed or scanned statements.
  • You want it to work on any computer: it runs in your browser, with nothing to install.
  • You have more than a couple of statements, or a whole year.
Start free

Every row checked before you download

Checking only the opening and closing totals can miss two mistakes that cancel out. We check every row’s running balance, and that each month carries into the next.

A warning: row 3, rent, should leave 5,609.40 but the statement shows 6,109.40, off by 500.00.

Catch mistakes

A wrong row is found, not hidden in your sheet

AI reads the statement, but the checking is plain arithmetic: every running balance has to add up, and the opening and closing balances have to match. The row that’s off is shown beside the PDF so you can fix it in a click.

A year in one sheet

Every month carries into the next

Drop in a year of statements. We sort them by account and month, check each closing balance matches the next opening balance, and flag a missing month before it becomes a gap in your spreadsheet.

Simple pricing

Every plan has every feature, including Excel, CSV and QuickBooks files. Pay monthly, or once for a one-off job.

Free
$0 forever
Start free
  • 20 pages a month
  • About 6 statements
  • Files kept 24 hours
ProMost popular
$29 / month
Choose Pro
  • 300 pages a month
  • About 90 statements
  • Files kept 30 days
Business
$79 / month
Choose Business
  • 1,500 pages a month
  • About 450 statements
  • Lowest price per page

One-off job? Buy 500 pages once for $49.

No subscription. Used after your plan’s monthly pages, any time in the next 12 months, on any plan, Free included.

Buy 500 pages

No annual contract, cancel in two clicks. Prices in US dollars, plus tax where it applies.

Bank statement to Excel questions

Can Excel open a PDF bank statement?

Excel for Microsoft 365 on Windows can import tables from a PDF (Data → Get Data → From File → From PDF). It works best on clean, digital statements and needs tidying when descriptions wrap or layouts change. Excel for Mac and Excel on the web don’t have it. Crossfooted works in any browser and gives you the transactions only.

How do I convert a bank statement to Excel for free?

First see if your bank offers a CSV or Excel download for the months you need. If not, the Free plan converts 20 pages a month, about 6 statements, with no card needed and no time limit. For more, paid plans are monthly with no annual contract, or a one-time pack of 500 pages lasts 12 months.

How do I get my bank statements in Excel format?

Ask your bank first: most online banking can export transactions as CSV or Excel for a date range, which opens straight in Excel. For months the bank only keeps as PDFs, convert the PDF statements instead.

Can I convert a PDF bank statement to CSV?

Yes. The same conversion downloads as CSV, as well as Excel, QuickBooks Online, Xero, OFX or QIF. For QuickBooks, see PDF to QuickBooks Online.

Can I use it in Google Sheets?

Yes. Download the Excel or CSV file, then in Google Sheets choose File → Import → Upload, or open the file from Google Drive.

What columns does the spreadsheet have?

Date, Description, Deposit, Withdrawal and Balance, one row per transaction. If a PDF has more than one account, an Account column is added. Amounts are numbers, so they total and sort properly.

Will it work with my PDF?

Digital and many scanned PDFs work, from any bank or card. A PDF that asks for a password to open needs the password removed first (open it and save a copy without one). Photos of statements need saving as a PDF first. Each file can be up to 15 MB, and up to 30 pages on Free or 50 on a paid plan or with a page pack.

Does it work on a Mac?

Yes. Crossfooted runs in your web browser on Mac or Windows, and the .xlsx file opens in Excel for Mac, Numbers or Google Sheets.

Do credit card statements work?

Yes. Purchases come out in the Withdrawal column and payments or refunds in Deposit, so a card statement reads the same way as a bank statement.

Do scanned statements work?

Yes. Digital PDFs and many scanned or image-based statements both work. Cleaner scans convert more reliably, and the balance check tells you if a line was missed.

Can I put a whole year of statements into one spreadsheet?

Yes. Drop them all in. We sort them by account and month and check each month carries into the next. You get one spreadsheet per account with every month in order, or one per statement if you prefer.

My bank only has PDFs for old or closed accounts. Will this work?

Yes, that’s what it’s for: statements past your bank’s download window, closed accounts, or a client who only sends PDFs. Crossfooted reads the PDF itself and needs no connection to the bank.

How do I know the spreadsheet is right?

Every row’s running balance is recalculated and has to match the balance printed on the statement, and the opening and closing balances have to match too. If anything doesn’t add up, you see which row, beside the PDF, before you download.

Is my financial data safe?

Nothing is uploaded until you press Convert. Files are encrypted, deleted automatically after 24 hours (Free) or 30 days (paid), and you can delete them sooner with one click. Nobody here looks at your statements unless you ask us to, and they’re never sold or used to train AI. Details on our Security page.

Your statements in Excel, every row checked

Drop in a PDF bank or credit card statement and download a clean spreadsheet, with every running balance checked against the bank’s.

Start free See how it works

20 free pages every month · No card needed