Convert a bank statement to Excel

Common questions

Can I export to Excel?

Yes. Export Excel downloads a real Excel workbook (.xlsx) of the rows you've selected, on every plan, including Free. Dates are stored as Excel dates and amounts as numbers, so sorting, filters and formulas work straight away, and the header row is frozen with filters on it. It carries the same columns as the CSV export: hide one with the Columns button and it stays out of both. Descriptions are stored as plain text, never as formulas.

What does the badge on each file mean — "Matches statement totals", "Doesn't match statement", or "Verify against the statement"?

After extraction, we check whether the rows we found add up to what your statement says about itself — its opening and closing balance, its own column totals, or the running balance printed beside each row. "Matches statement totals" means they do, to the cent. The running balance is the most useful of the three when a file has one, because it is checked at every row rather than once at the end, so it can tell you which row something goes wrong at — and it catches a case the totals cannot: a file that is missing transactions whose amounts happen to cancel out. "Doesn't match statement" means they don't, and we show you exactly which figures disagree. "Verify against the statement" means your statement didn't print anything we could check against — no balances, no totals, no running balance — so we're telling you to eyeball it yourself rather than pretending it's fine. It's a common enough outcome that we publish the actual rate across our own test corpus on the benchmark page rather than asking you to take a number on trust. None of this is the same as an accountant reconciling your account against an independent record; it only checks that what we extracted is internally consistent with what your own statement says. Edit an amount or delete a row afterward and we re-run the same check automatically, so the badge always reflects what you're about to export — and because that recheck runs entirely in your browser, fixing a flagged row never sends anything back to our servers or creates a new copy of your data there.

How do credits work?

CSV and Excel parsing is free on every plan, since it happens locally in your browser — you only need credits for PDFs, which use 1 credit per page. New accounts start with 50 free PDF credits, and you can top up with a one-time Credit Pack or a Pro subscription.

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