Excel

Bank statement PDF to Excel

Convert PDF bank statements from Chase, Bank of America, Wells Fargo, Capital One and more to Excel, with an automatic balance check.

Files deleted after 1 hourNever stored or used for trainingBalance check on every file
Processed in memory, never stored

1. Download your statement

Grab the PDF statement from online banking. Statements downloaded from your bank are text-based and convert cleanly; scans and photos aren't supported yet.

2. Upload and verify

Utilly reads every transaction, then checks that opening balance + transactions = closing balance. You'll see Balanced ✓ or exactly how far off it is, before you pay anything.

3. Import into Excel

  1. Download the CSV from your results page. It's formatted for Excel.
  2. Open it in Excel. Dates and amounts come through as real dates and numbers, so you can sort, filter and pivot right away.
  3. Save as .xlsx if you want to keep formulas or formatting.

Why Excel?

Excel is the fastest way to review a statement, tag categories, or hand a clean transaction list to your accountant.

Pricing

Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.

FAQ

Questions

Can I convert a bank statement PDF to Excel for free?

You can preview every statement free: we show the balance check and the first 5 transactions with no sign-up. Unlocking the full file costs one credit ($9 for 5 statements).

Why not just copy and paste from the PDF?

Copying from a PDF usually scrambles columns, merges descriptions and drops minus signs. Utilly keeps each transaction on one row with a signed amount, and the balance check tells you nothing was missed.

Is my statement stored?

No. The PDF is read in memory and never written to disk, and extracted results are deleted after 1 hour. We never use your data for AI training.

Do scanned statements work?

Not yet. PDFs downloaded from online banking are text-based and work well. Scans and phone photos need OCR, which is on the roadmap.

What if it doesn't balance?

You'll see exactly how far off it is before paying. If a paid conversion is wrong and we can't fix it, email support@version1.io for a refund.

Related guides