Convert PDF bank statements to categorised Excel spreadsheets in seconds

Upload your PDF bank statement and get a clean, categorised Excel file — no manual data entry, no formulas, no stress. Works with Barclays, HSBC, Lloyds, Monzo, Chase and 20+ banks.

Drop your bank statement PDF here

PDF format, up to 10MB — convert bank statement to Excel instantly

Your files are processed entirely in your browser — we never upload, store, or see your data. 100% private bank statement conversion.

Extracting transactions...

Your categorised statement

Date Description Category Amount Balance

Spending by category

How to convert a bank statement PDF to Excel

Three steps. Under 10 seconds. No signup required to convert your bank statement.

Upload your PDF bank statement

Drag and drop your bank statement or click to browse. We support PDF statements from all major UK and US banks including Barclays, HSBC, Monzo, and Chase.

Auto-categorise transactions

Our engine identifies each transaction and automatically sorts it into spending categories like groceries, bills, transport, subscriptions, and more.

Download categorised Excel file

Get a clean .xlsx spreadsheet with every transaction categorised, plus a summary breakdown of your spending by category.

Supported banks for PDF statement conversion

Convert PDF bank statements to Excel from these banks and more. Works with any digital PDF statement.

Barclays HSBC Lloyds NatWest Santander Halifax Nationwide Monzo Starling Revolut Chase UK Metro Bank TSB Co-op Bank Chase US Bank of America Wells Fargo Citi Capital One US Bank

Bank statement converter pricing

Start free. Convert bank statements to Excel with no signup. Upgrade when you need more.

Free

£0 /month
  • 10 pages per month
  • Auto-categorisation
  • Excel download
  • Edit categories before download
  • Unlimited pages
  • Batch upload (up to 50)
  • Custom category rules
  • API access
Most popular

Pro

£9 /month
  • Unlimited pages
  • Auto-categorisation
  • Excel download
  • Edit categories before download
  • Batch upload (up to 50)
  • Custom category rules
  • API access
  • Priority support

Frequently asked questions about converting bank statements

Everything you need to know about converting PDF bank statements to Excel with PDFtoLedger.

Is my financial data safe when converting bank statements?
Absolutely. Your PDF bank statement is processed entirely in your browser using JavaScript. Your file never leaves your computer — we don't upload it to any server, and we have zero access to your financial data. There's no account, no cloud storage, no tracking. PDFtoLedger is a 100% private bank statement converter.
Which bank statement PDF formats can I convert to Excel?
PDFtoLedger converts text-based PDF statements from all major UK and US banks to Excel, including Barclays, HSBC, Lloyds, NatWest, Santander, Monzo, Starling, Revolut, Chase, Bank of America, and Wells Fargo. These are the digital PDFs you download from your online banking portal. Scanned paper statements (image-based PDFs) are not currently supported, but we're working on OCR support for a future release.
How accurate is the auto-categorisation of bank transactions?
Our built-in dictionary covers hundreds of common merchants across categories like groceries, transport, dining, subscriptions, and utilities. Accuracy is typically around 80% on first use. You can edit any category before downloading, and Pro users can save custom rules that improve accuracy over time.
Can I customise the bank transaction categories?
Yes. Before downloading your Excel file, you can change the category of any transaction using the dropdown in the results table. Pro users can create persistent custom rules — for example, "anything containing PATEL = Groceries" — that apply automatically to future uploads.
What does the converted Excel bank statement include?
Your download includes a Transactions sheet with date, description, category, amount, and running balance for every transaction, plus a Summary sheet with totals by category, total income, total spending, and net balance.
Do I need an account to convert bank statements to Excel?
No. The free tier gives you 10 pages per month with no signup at all — just upload, convert, and download. You only need an account if you upgrade to Pro for unlimited pages, batch upload, custom rules, and API access.