Convert PDF Credit Card Statements to Excel
Our credit card statement converter transforms your PDF credit card statements into Excel format in seconds. Here's exactly what you'll get.
Convert your credit card statement PDFs to Excel (XLSX). Get merchant names, spending categories, and amounts in a formatted spreadsheet — ready for pivot tables, expense reports, and budget analysis.
Works with all card networks: Visa, Mastercard, American Express, Discover — from any issuing bank worldwide. View our complete banks directory.
What You Get
A formatted Excel file with all credit card transactions — merchant names, dates, amounts, and categories. Numeric values stored as numbers so formulas, pivot tables, and charts work immediately.
- Amounts stored as numbers (ready for SUM, AVERAGE, pivot tables)
- Automatic transaction categories for spending breakdown
- Single sheet named "Transactions" for easy navigation
- Compatible with Excel, Google Sheets, and LibreOffice
Three Export Formats
Every conversion gives you three output options. Toggle below to see the difference in the preview above.
Automatic Transaction Categorization
Every transaction is automatically categorized — Shopping, Transport, Food & Drink, Entertainment, Subscriptions, and more. In Excel, this means you can:
- Create pivot tables to see spending by category at a glance
- Build charts showing where your money goes each month
- Filter to isolate business expenses for tax deductions
- Use SUMIF formulas to total spending by merchant or category
How to Convert & Use Your Excel File
- Upload your credit card statement PDF to Bankstatemently
- Review the extracted transactions and categories
- Download the XLSX file
- Open in Excel to create pivot tables, charts, or use for expense reporting
Use Cases
- Monthly spending analysis with pivot tables and charts
- Corporate card expense reports with category breakdowns
- Tax preparation — isolate deductible business charges
- Budget tracking and spending trend visualization
- Sharing categorized statements with your accountant
Other Export Formats
Need a different format? We also support:
Ready to Convert Your Statement?
Try it for free first — upload your PDF and get your Excel file in under 30 seconds
Convert to Excel Free →