Regions · CSV

Convert a Regions statement PDF to a CSV file

Upload a Regions PDF statement and get a CSV file in seconds, verified to the penny against your statement balances. Free preview of every file.

Files deleted after 1 hourNever stored or used for trainingBalance check on every file
Processed in memory, never stored
No statement handy? See the result on a fictional one first:

1. Download the PDF from Regions

  1. Sign in to Regions Online Banking at regions.com.
  2. From the Accounts menu, select Online Statements.
  3. On the Online Statements & Documents page, open the statement and download the PDF.

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 CSV

  1. Download the CSV from your results page.
  2. Open it in Google Sheets, Numbers or Excel, or import it into any accounting tool that takes CSV.
  3. Columns: Date, Description, Amount (negative for money out) and Balance where available. Uploading to QuickBooks Online? Download the QuickBooks Online CSV instead: Intuit asks for 3 columns, so it leaves Balance out.

About Regions statements

Regions statements group transactions by type, Deposits & Credits, Withdrawals, Fees and Checks (printed two across, with a * where the check numbers skip), with no sign on any amount and no running balance beside the rows. Utilly signs each row by its section, turns checks into "Check 3101" rows, keeps the page header off the descriptions when a section runs onto the next page, and checks the result against the Summary's Beginning and Ending Balance.

Works with Regions checking statements. Layout tested: Sections by type, unsigned amounts, checks printed two across.

Section by section: what we read on a Regions statement, and how far back Regions statements go →

Why CSV?

CSV is the universal format: every spreadsheet and almost every accounting tool can read it.

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 Regions statement PDF to a CSV file 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.

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