Bank-Specific Guides
TD Bank
How to Convert a TD Bank Statement to CSV or Excel
Step-by-step guide to converting your TD Bank PDF statement into a spreadsheet in seconds.
Chase
How to Convert a Chase Bank Statement to CSV
Export your Chase checking or savings statement to CSV or Excel without any software.
Bank of America
Bank of America Statement to CSV — Free Converter
Convert your Bank of America PDF statement to a CSV file you can open in Excel or Google Sheets.
Wells Fargo
Wells Fargo Bank Statement to CSV Converter
Free tool to convert Wells Fargo PDF statements to CSV. No sign-up, no limits.
Capital One
Convert Capital One Statements to CSV or Excel
How to get your Capital One transaction data into a spreadsheet quickly and privately.
Citibank
Citibank Statement to CSV — Free Online Converter
Export Citibank PDF statements to CSV or Excel format in seconds, right in your browser.
Barclays
Barclays Bank Statement to CSV — Free Tool
Convert Barclays PDF statements to CSV or Excel. Works with UK and US accounts.
HSBC
HSBC Bank Statement to CSV Converter
Export HSBC statements to CSV or Excel in seconds. Free, private, no account needed.
How-To Guides
Accounting
How to Import a Bank Statement into QuickBooks
Step-by-step guide to importing CSV bank statement data into QuickBooks Online and Desktop.
Google Sheets
How to Analyse Your Bank Statement in Google Sheets
Import your CSV bank data into Google Sheets and build a spending dashboard in minutes.
Excel
How to Open a Bank Statement CSV in Excel
Open, format, and analyse your bank statement CSV file in Microsoft Excel — complete guide.
Tax & Accounting
How to Prepare Bank Statements for Your Accountant
What format your accountant needs, how to organise statements, and how to send them securely.
Small Business
How to Track Business Expenses from Bank Statements
Use your bank statement CSV to categorise and track business expenses without accounting software.
Tax
How to Organise a Year of Bank Statements for Tax Time
A practical system for gathering, converting, and organising 12 months of statements before filing.
Basics
What is a CSV File and How Do I Open One?
A plain-English explanation of CSV files and the easiest ways to open them on any device.
Guide
PDF to CSV Bank Statement — Complete Guide
Everything you need to know about converting PDF bank statements to CSV format.