Bank Statement to Excel Converter
Turn any PDF, CSV, or OFX bank statement into a clean, categorized Excel spreadsheet — free, in minutes.
Convert to Excel Free100% free • No signup required • Files auto-deleted after analysis
Manually retyping bank statement transactions into Excel wastes hours and invites errors. Statement to Budget uses AI to extract every transaction from your statement, automatically categorize it, and hand you a ready-to-use Excel file — plus a full spending dashboard as a bonus. It works with statements from any bank, in any of the common formats, and it's completely free.
Works with PDF, CSV, XLS, XLSX, and OFX statements from any bank
AI-powered transaction extraction — no manual retyping
Automatic spending categorization included
Clean .xlsx download plus budget template export
Handles password-protected PDF statements
Free with no signup — files auto-deleted after analysis
How it works
1. Upload
Drag and drop your bank statement — PDF, CSV, XLS, or OFX. Multiple files at once are supported.
2. AI extracts & categorizes
Every transaction is extracted and sorted into budget categories automatically, usually in under a minute.
3. Export to Excel
Download your categorized transactions as an Excel spreadsheet, budget template, or PDF report.
Frequently asked questions
How do I convert a bank statement to Excel?
Upload your statement (PDF, CSV, XLS, or OFX) on our homepage, let the AI extract and categorize every transaction, then click "Export to Excel" to download a clean .xlsx spreadsheet. The whole process takes under two minutes.
Is the bank statement to Excel converter really free?
Yes — completely free, with no signup required. There are no page limits, watermarks, or paid tiers.
Does it work with PDF bank statements?
Yes. PDF is the most common format we process, including password-protected PDFs. We also support CSV, XLS, XLSX, and OFX files from any bank.
Is my financial data safe?
Your statement is processed securely and automatically deleted after analysis. We never store your transactions, sell your data, or require an account.
What does the Excel export include?
A transaction sheet with date, description, amount, and AI-assigned category for every transaction, plus a summary of spending by category — ready for pivot tables or your own budget template.