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Turn a year of statement PDFs into one spreadsheet of categorized-able transactions for tax prep — every statement reconciled first.
Deductions live in the transactions: fees, subscriptions, supplies, travel. A year of PDFs is not searchable or summable; a year of spreadsheet rows is. Converting the statements lets a preparer (or a spreadsheet formula) total categories instead of eyeballing pages.
Download the full tax year's statements, convert them in one batch, and use the combined Excel sheet or CSV. Add a category column and total by category for the return.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Yes — bank and credit-card statement PDFs both convert, and card statements are verified against their Previous and New Balances.
Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
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Statement converters for banks in Afghanistan · Albania · Australia · Austria · Bahrain · Bangladesh · Barbados · Bermuda · Bhutan · Brazil · Brunei · Canada · China · Colombia · All 68 countries
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.