Bank Statement PDF Converter: Convert PDF Statements to OFX, XLSX and CSV

Yes. Upload the PDF to OFXStatement and it reads the transaction table and writes a clean OFX file ready to import into Quicken, MS Money, and accounting and bookkeeping software, no manual mapping. The same conversion also exports XLSX and CSV with date, description, debit, credit, and running balance columns. It works for digital PDFs, scanned statements, and phone photos, so you never have to copy and paste or retype a single row.

Yes. Alongside the import-ready OFX file, OFXStatement exports an Excel (.xlsx) file with date, description, debit, credit, and running balance columns. Choose OFX when you are importing into finance software, or XLSX when you want to sort, filter, and total the data in a spreadsheet.

Drag your PDF into the upload box at the top of this page, let the AI extract every transaction, then download the result as XLSX (or grab the OFX file for finance software, or CSV). The whole process takes under a minute for a typical statement, and the spreadsheet opens straight in Excel, Google Sheets, or Numbers with the columns already in place.

You can start converting on OFXStatement free with no credit card, which is enough to test the output on a real statement before you commit. Free browser tools exist, but they often break the columns or strip the running balance, so always check the output against your statement before trusting it.

The problem with copy and paste is that it merges everything into one cell. A dedicated converter avoids that by reading the table structure and mapping each field to its own column. OFXStatement keeps date, description, debit, credit, and balance separate, so the file is sortable and ready to total the moment it opens.

Yes. A scanned or photographed statement is an image with no copyable text, so OFXStatement uses OCR to read the transactions instead. Upload the scan as a PDF, JPG, PNG, HEIC, or TIFF and you get the same structured Excel output as you would from a digital PDF.

Each file lands as date, description, debit, credit, and running balance, one transaction per row. The amounts come through as real numbers, not text, so you can sum the debit and credit columns, sort by date, or build a pivot table without any cleanup first.

Yes. OFXStatement carries the running balance from your statement into its own column, so you can verify that money in minus money out matches the bank line by line. That balance is the figure auditors and lenders check first, which is why many quick exports that drop it are not good enough.

OFXStatement protects every upload with 256-bit encryption in transit and lets you delete your files at any time. Before sending a financial document to any converter, confirm it encrypts uploads and gives you control over deletion, and avoid tools that are vague about how long they keep your data.

Excel can import a PDF through Data, then Get Data, then From PDF, but bank statements rarely come through clean. The repeated page headers, multi-line transaction descriptions, and merged cells usually land in the wrong columns, so you still spend time fixing every row. A dedicated converter reads the transaction table for you and maps each field to its own column, so the file is sortable and ready to total the moment it opens.

Yes. Upload a whole year of statements or several accounts in one go and OFXStatement converts them together, stitching every page into one continuous Excel sheet you can filter by month or account. That makes it practical for bookkeepers closing several clients and for anyone pulling 12 or 24 months together for a loan file, without converting each PDF one at a time.