Convert PDF Credit Card Statements to CSV

Your credit card issuer gives you a PDF. You need a spreadsheet. Upload your statement, download clean CSV — merchant names, amounts, dates, and automatic transaction categories ready for expense tracking.

67+ banks accuracy-verified99.9% extraction accuracyFree
Convert to CSV Free →
Michael DuyvesteijnMichael Duyvesteijn·Last updated: March 22, 2026

Why Is Converting Credit Card Statements So Painful?

For Personal Use

You need to figure out where your money went last month but your credit card statement is a PDF you can't sort or filter. You tried copy-pasting into a spreadsheet and got merchant names jumbled with amounts. You just want to see your spending in a format you can actually work with.

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For Small Business

Every month you download credit card statements from three different cards and manually categorize charges for expense reports. Business meals, software subscriptions, travel — it takes hours to separate and your finance team wants it in CSV.

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For Accountants & Bookkeepers

Clients hand you credit card PDFs and expect categorized expense reports. Every issuer formats statements differently — Amex, Chase, Citi — and you're manually extracting merchant names and amounts. Bulk conversion with auto-categorization would save days per month.

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Coming Soon

PDF upload feature will be available soon

How to Convert Credit Card Statements to CSV

1

Upload your credit card statement PDF

Drag and drop your credit card statement PDF or click to browse. Works with Visa, Mastercard, Amex, and more.

2

Download your CSV file

Your merchant transactions are extracted into a clean CSV with names, amounts, dates, and automatic categories.

3

Open in Excel or import into accounting software

Open directly in Excel, Google Sheets, or import into QuickBooks, Xero, or any software that accepts CSV.

What Does the CSV Output Look Like?

Your PDF
credit card statement PDF before conversion
3 pages
Your CSV

A structured CSV file with all transactions from your credit card statement — merchant names, dates, amounts, and automatic transaction categories for easy expense tracking and budgeting.

Original columns with your regional formatting preferences applied

CSV Output
15 Jan 2025
ONLINE PURCHASE - AMAZON.COM
Shopping
45.99
4,954.01
15 Jan 2025
SALARY DEPOSIT - ACME CORP
Income
3,500.00
8,454.01
17 Jan 2025
UTILITY PAYMENT - ELECTRIC CO
Utilities
127.50
8,326.51
18 Jan 2025
ATM WITHDRAWAL
Cash
200.00
8,126.51
19 Jan 2025
TRANSFER FROM SAVINGS
Transfer
500.00
8,626.51
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Automatic Transaction Categorization

Every transaction is automatically categorized — Shopping, Transport, Food & Drink, Entertainment, Subscriptions, and more. Use categories to:

  • Track monthly spending by category for budgeting
  • Separate deductible business expenses at tax time
  • Create pivot tables and charts by spending category in Excel
  • Identify subscription charges you may have forgotten about

Why Choose Bankstatemently for Credit Card Statement Conversion?

Dual-engine verificationtwo independent extraction engines (AI + rule-based) cross-validate every transaction. Errors surface automatically.

Balance reconciliationextracted totals are verified against your statement's declared balances using decimal-precision arithmetic.

67+ banks verifiedaccuracy is continuously measured via apublic benchmarking framework using field-level scoring.

Any bank, any countryworks with major institutions, regional banks, credit unions, and digital banks worldwide. No configuration needed.

Need a Different Format Than CSV?

We also support:

Credit Card Statement to CSV Converter — FAQs

Yes. Bankstatemently automatically categorizes every transaction — Shopping, Transport, Food & Drink, Entertainment, Subscriptions, and more. Download the CSV and filter by category in Excel or Google Sheets to see exactly where your money goes.

Start Converting Credit Card Statements to CSV — Free

No credit card required · Works with any bank · Download in seconds

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