Bank Statement to CSV
Extract transactions from a bank statement PDF into CSV, Excel, QIF or OFX - categorized, reconciled against the running balance, and with duplicates and gaps flagged for review.
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PDF — up to 50.0MB
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- Multi-file input
- Long-running / async
- Bank statement extraction workspace
This tool detects a statement's transaction table by matching common column-header wording (Date/Description/Debit/Credit/Balance and known variants), parses each row, categorizes it by keyword, recomputes the running balance to check it reconciles, and flags duplicate or unusually-spaced transactions for review. It does not run OCR - a scanned page with no text layer is flagged and skipped rather than guessed at. It only reads the file; nothing is changed.
Simple workflow
How it works
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1
Add statements
Add one or more bank statement PDFs to the list.
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2
Extract
Extract a file and review its transactions, verifying low-confidence rows against the original page.
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3
Download
Download the transactions and a reconciliation summary.
Frequently asked questions
Does this work on any bank's statement?
It ships with header-vocabulary presets for a few common US banks (Chase, Bank of America, Wells Fargo) plus a generic auto-detect fallback for any statement with a recognizable Date/Description/Amount-or-Debit-Credit/Balance table - not exhaustive coverage. An unrecognized layout is reported clearly rather than guessed at.
Does this OCR scanned statements?
No. A page with no extractable text layer is flagged and skipped, not guessed at through OCR.
What happens when the running balance doesn't reconcile?
The mismatched row is flagged for review - the original stated balance is never silently corrected or altered.
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