Frequently Asked Questions

Everything you need to know about converting bank statements to Excel

Frequently Asked Questions

Everything you need to know about converting your bank statements to Excel

We support both PDF and CSV bank statements from all major banks. PDF statements should be digital (not scanned images). CSV files exported from online banking are also fully supported. Both formats work with checking, savings, and credit card statements.

Yes, absolutely. All processing happens 100% in your browser using client-side JavaScript. We don't store, save, or transmit your bank statements to any server. Your financial data never leaves your computer. We're GDPR compliant and don't collect any personal information. No signup or account required.

Our AI-powered extraction achieves 99.9% accuracy for standard bank statement formats. The system is trained on hundreds of bank statement layouts and automatically validates data integrity. All dates, amounts, descriptions, and balances are extracted with high precision.

Yes, it's completely free forever. No hidden fees, no subscriptions, no credit card required. You can convert unlimited bank statements without paying anything. We believe financial tools should be accessible to everyone.

We support 500+ banks worldwide including all major US banks: Chase, Bank of America, Wells Fargo, Citibank, Capital One, U.S. Bank, PNC, Truist, and hundreds more. We also support international banks from Canada, UK, Europe, Australia, and Asia. Credit unions and online banks (Chime, Ally, etc.) are also supported.

Most statements are processed in under 5 seconds. Even large statements with hundreds of transactions typically take less than 10 seconds. Processing is instant because it happens locally in your browser - no server upload or queue waiting.

Yes! The Excel output is formatted specifically for accounting software import. It works with QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, and other popular accounting platforms. Dates are properly formatted and transactions are organized in standard accounting columns.

Absolutely. Our converter works with both bank account statements (checking/savings) and credit card statements. It handles credit card transactions, payments, fees, and interest charges. Supported credit cards include Chase, American Express, Capital One, Citi, Discover, and more.

Yes, multi-page statements are fully supported. Whether your statement is 2 pages or 50 pages, the converter will extract all transactions from every page. Common for monthly statements with many transactions or year-end summaries.

Works on all modern browsers: Chrome, Firefox, Safari, Edge, and Brave. No browser extensions or plugins required. For best performance, we recommend using the latest version of your browser.

Yes, it works on mobile browsers (iOS Safari, Android Chrome). However, for the best experience with larger files, we recommend using a desktop or laptop computer. The mobile experience is optimized for smaller statements.

Currently, we process one statement at a time to ensure maximum accuracy and privacy. You can convert multiple statements by uploading them one after another. Each conversion takes just seconds, so processing several statements is quick.

Yes! Many users convert their bank statements for tax purposes. The Excel format makes it easy to identify deductible expenses, track business income, and provide clean records to your CPA or tax preparer. Perfect for Schedule C (self-employed), rental property expenses, and charitable donations.

Your file is automatically cleared from your browser's memory when you close the tab or navigate away. Nothing is saved on our servers because the file never reaches them. You download the Excel file directly to your device, and you control where it's stored.

We can handle most bank statements, typically up to 50MB. This covers virtually all standard monthly statements. If you have an unusually large file (like a multi-year statement), you may want to request separate statements by date range from your bank.

Our AI is trained on hundreds of bank statement formats and adapts automatically. If you encounter issues with a unique format, please let us know. We continuously improve our system and can often add support for new formats quickly.

No account required. Simply visit the site, upload your statement, and download the Excel file. No signup, no login, no email required. Use it completely anonymously whenever you need it.

Yes, we support bank statements in multiple currencies including USD, EUR, GBP, CAD, AUD, and more. The converter handles different currency symbols and number formats (commas vs periods) automatically.

Still Have Questions?

We're here to help! Check out these additional resources or contact our support team.