Synthetic PDF example
Date Description Signed Amount Balance USD 2026-01-15 Office supplies -45.00 955.00 2026-01-16 Client payment 1200.00 2155.00
PDF CSVPDF bank statement
How your file is handled
PDF bank statement
to CSV.
Extract PDF bank statement rows into CSV with debit, credit and identifier columns. Review the preview before downloading.
Supported files & extraction details
A PDF contains page layout rather than a transaction database. The local reader supports single-line dated rows beneath a Date, Description, Amount and optional Balance header, using signed amounts. Scans, separate debit/credit columns and complex tables need cloud extraction, when available for your account. Check availability in the converter before uploading; otherwise use a CSV or OFX bank export. Compare PDF results with the source.
YOUR CONVERSION WORKSPACELocal first
PDF page limits depend on your account. Check current limits before uploading.
PDF · OFX · QFX · QBO · QIF · IIF · CSV
Documents and conversion results are stored privately for 90 days to investigate errors and improve conversion quality. Temporary downloads expire after 15 minutes or first use. Storage and deletion details.
Turn a statement into a table you can map to another tool
CSV is useful when your destination lets you choose its columns. Compare both debit and credit totals, then map either Amount or Debit/Credit; do not import all three as separate values.
Content checked against the implemented converter on . Scope and editorial method.
Understand PDF source files · Understand CSV output files · How to assess conversion quality
A CONCRETE EXAMPLEWhat goes in.
What goes in.
What comes out.
These are synthetic examples, not customer data. Output excerpts illustrate the transaction mapping; download a sample through the converter to try the full workflow.
Illustrative CSV excerpt
Date,Description,Memo,Debit,Credit,Balance,Amount,Currency,FITID,AccountID,BankID,AccountType 2026-01-15,Office supplies,,45.00,,955.00,-45.00,USD,,,, 2026-01-16,Client payment,,,1200.00,2155.00,1200.00,USD,,,,
FIELD MAPPINGThe same transactions.
The same transactions.
A different format.
| Source field | Output | Handling |
|---|---|---|
| Date printed on the statement | Date (YYYY-MM-DD) | Source dates are validated. Choose a convention when the file is ambiguous. |
| Description and continuation lines | Description / Memo | Supported text is mapped; this does not reconstruct the original accounting structure. |
| Printed signed amount / debit / credit | Debit, Credit and signed Amount | Debit/credit direction is retained; amounts are not reconciled automatically. |
| Printed running balance, when recognized | Balance column and validation report | Missing balances stay missing. A balance check does not prove every transaction was extracted. |
THREE STEPS
Prepare. Convert. Review.
Check the source
Upload an unlocked PDF file up to 10 MB. Choose a date order if it cannot be established from the file.Guest PDFs are limited to three pages. Scans and complex layouts may require configured cloud extraction.
Read the preview
Compare the transaction count, date range and totals with your source. Check running-balance warnings. A clean balance check does not prove every row was extracted.
Download & validate
Download the CSV output, then inspect its mapping in your destination application. The temporary download expires after first use or 15 minutes. A separate encrypted review copy is retained for 90 days.
Questions about this conversion
When should I choose another format instead of CSV?
Choose Excel when typed date and amount cells make review easier. Choose an account import format only when the destination explicitly supports it; CSV column mapping is often more flexible.
What should I check before using this export?
Compare row count, first and last dates, debit/credit direction and totals with the source. Review any balance warnings. Test the destination mapping with a copy or test account; a successful export does not prove importer compatibility.
Are my source and result deleted after download?
No. Temporary download links expire after first use or 15 minutes. A private encrypted source/result copy, including failed attempts, is retained for 90 days to investigate errors and evaluate conversion improvements. The upload notice explains storage, and the document receipt lets you request deletion.
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