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Bank statement to Excel

Bank statements to Excel, checked line by line

Drop in a PDF bank statement and get checked rows for Excel or CSV in seconds. See every row before you download. Free, no sign-up, and nothing is uploaded.

Convert a statement – free
  • Every number proved. Each row is checked against your bank's own balances, and anything that doesn't add up is flagged on the exact line.
  • Your statement stays on your computer. No uploads, no AI reading your bank details – and we test that every time we update the site.
  • One click, the same result every time. No prompts, no setup, no tidying up columns.
northgate-statement.xlsxExcel · CSV
DateDescriptionOutInBalanceCheck
16/12TESCO STORES14.501,235.70✓
16/12AMAZON MARKETPLACE36.991,198.71✓
18/12SALARY ACME LTD2,150.003,348.71✓
18/12THAMES WATER DD42.103,316.61⚠
Doesn't add up – expected 3,306.61. Check this line.
20/12RENT STANDING ORDER1,100.002,216.61✓
4 rows match · 1 to check · opening and closing balances shown on a summary sheet
Example with made-up data. Your statement is read on your computer and never uploaded.

Convert your statement

Drop in a statement you've downloaded from your bank. You'll see every transaction, checked against the statement's balance, before you download.

Drop a bank statement PDF here

or

Works with digital PDFs from your bank's website or app. Your statement stays on your computer.

When people convert statements

Self Assessment

Pull a year of business or rental transactions into one sheet to total your income and expenses.

Catching up on bookkeeping

Turn a client's PDF statements into rows you can check and import, without retyping.

Checking spending or splitting costs

Sort and filter transactions to see what went where.

How to convert a bank statement to Excel

  1. Download your statementSave the PDF statement from your bank's website or app.
  2. Drop it inDrop the PDF into the converter or choose it from your computer. If it has a password, type it in.
  3. Check the resultsSee every transaction with a tick where it matches your statement's balance. Any row that doesn't is highlighted.
  4. Download Excel or CSVSave a spreadsheet with real dates and numbers, plus a summary sheet with your totals.

Questions people ask

How do I convert a PDF bank statement to Excel safely?

Use a converter that works on your own computer, so your statement is never uploaded. Sortedsheet reads your statement inside your browser and checks every row against the statement's running balance before you download.

How does the balance check work?

For each transaction, the money in or out is added to the previous balance and compared with the balance printed on your statement. Rows that match get a tick. Rows that don't are highlighted on screen and in your Excel file, so you can check them against the PDF.

Can I use it for Self Assessment and Making Tax Digital?

Yes. It turns PDF statements into clean spreadsheet rows you can use in your records or bridging software. Making Tax Digital for Income Tax applies to sole traders and landlords with qualifying income over £50,000 from April 2026, over £30,000 from April 2027 and over £20,000 from April 2028.

My bank app exports CSV. Why would I need this?

Apps like Monzo let you export CSV from your own account. But bookkeepers and landlords often get PDF statements from clients or partners, or need older periods that are only available as PDFs. That's where converting the PDF helps.

Which banks does it work with?

It reads the column headings on the statement, such as Date, Description, Money out, Money in and Balance, so it works with many layouts, including ones with a single Amount column. Amounts in pounds, dollars or euros are read, and it works out whether dates are written day-first or month-first. If a statement can't be read, the page tells you and nothing is saved.

Does it work with scanned statements?

Not yet. The converter needs a digital PDF downloaded from your bank's website or app. It can't read scans or photos of paper statements.

Is my PDF uploaded anywhere?

No. Your PDF is opened inside your web browser on your own computer. It isn't sent to us or anyone else. Once the page has loaded you can even switch your Wi-Fi off and it still works.

How do you know nothing is uploaded?

Every time we change the site, an automatic test opens each tool in a real browser, runs a sample statement through it, and records every connection the page makes. The only connections allowed are the ones that load the page itself, its fonts and its code libraries. If anything else tried to leave the page, or anything from the file showed up in a connection, the test fails and we fix it before the update goes live.

Why not just use ChatGPT or another AI tool?

You can, but you'd be uploading your bank details, and AI can misread a digit or skip a line without telling you. Sortedsheet reads the PDF on your own computer and checks every row against your statement's balances, so you know the numbers are right before you use them.

Is it free?

Yes. It's free, with no sign-up and no watermark.

Does it work on a phone, Mac or Windows?

Yes. It works in any up-to-date browser, including Chrome, Safari, Edge and Firefox, on a computer or phone. Nothing to install.