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Convert your BTG Pactual statement to CSV

BTG Pactual, based in São Paulo, Brazil, delivers account statements as PDFs through its online banking portal. Upload the statement PDF below and download a CSV file — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

BTG Pactual statements to CSV: what you get

The CSV export is the universal version of the BTG Pactual statement: one transaction per line in a plain-text file with Date, Description, Amount, Debit, Credit and Balance columns — the format every spreadsheet, importer and script can read without conversion.

The main use is importing into software and workflows that take a plain file. Statements from Brazil banks print dates as day/month/year, often written day.month.year — 03.04.2026 means 3 April 2026 and amounts with points or spaces for thousands and a comma for decimals (1.234,56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.

Trust in the output comes from the statement's own arithmetic. BTG Pactual prints balances that its transaction list must sum to; the converter repeats that sum independently on the extracted data. A dropped row, a duplicated row or a misread digit breaks the chain and is flagged at the row where it breaks, with the expected and printed balances shown side by side.

Two habits make BTG Pactual statements easier to work with. First, convert the issued PDF rather than a portal screen print — print views paginate differently and can drop the balance lines the check needs. Second, glance at the statement's own subtotals before converting: section totals for deposits, withdrawals and fees are free checkpoints that tell you where a flagged difference is likely to live.

In Brazil, bookkeepers commonly work in ContaAzul and Omie; the Excel and CSV exports from this converter are the files those tools import, and the CSV export is laid out for direct import where the tool accepts it.

Catching up a year of BTG Pactual books

Download all twelve periods first and convert them as one batch, then work through the reconciliation results month by month in order. Fix flagged months before importing anything: it is far easier to resolve a difference against twelve tidy statements than inside a year of mixed postings.

Before you use the file

If your importer asks about delimiters and encoding, the answers are comma and UTF-8. Descriptions containing commas are quoted in the file, so a standards-compliant importer reads them as one field — if yours splits them, it is not reading the quoting, and its settings need adjusting.

How to download a statement PDF from BTG Pactual

  1. Get the statement from BTG Pactual itself. BTG Pactual customers with several accounts should download from each account separately — statements are issued per account.
  2. Go to the account, then its documents. Look for Statements, Documents, Mailbox or eStatements in the account menu; the label differs by bank and changes over time.
  3. Work month by month. Recent periods are usually listed first; older ones may sit behind a date-range search or an archive request.
  4. Download the PDF version. Choose PDF when the bank offers several formats — it is the issued document, identical to the paper statement.
  5. Run the conversion here. Upload the PDF above and check the reconciliation result before you download the converted file.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Tip: a statement that covers a partial period (account opened or closed mid-month) still converts and reconciles; its balances simply anchor a shorter chain.

Questions and answers

How do I convert a BTG Pactual statement to CSV?

Save the statement as a PDF from BTG Pactual online banking, add it to the converter above, and take the a CSV file it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.

What date and number formats do BTG Pactual statements use?

Like most banks in Brazil, BTG Pactual prints dates as day/month/year, often written day.month.year — 03.04.2026 means 3 April 2026 and amounts with points or spaces for thousands and a comma for decimals (1.234,56). Conversion normalizes dates to an unambiguous form in the output while leaving the figures themselves untouched.

What does the reconciliation check do?

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.

Can I convert a full year of BTG Pactual statements at once?

Yes. Download each month as its own PDF and upload them together — batch mode converts them in one run and, in Excel, adds a combined sheet. Each statement is still reconciled separately, because balances are per statement.

Does the converter work with BTG Pactual credit-card statements?

Yes. Credit-card statements use a Previous Balance / New Balance layout, which the converter reads as well; purchases are positive and payments are negative, and the same totals check applies.

What columns does the converted file have?

Date, Description, Amount, Debit, Credit and Balance — the same normalized columns for every bank, so a BTG Pactual file and a file from any other bank in Brazil can be imported and reviewed the same way.

What happens if my BTG Pactual statement does not reconcile?

The conversion is flagged, and the rows whose running balance disagrees with the statement are marked with the expected and printed figures. Nothing is silently adjusted — you see exactly where the statement and the extraction part company.

Can I convert a scanned BTG Pactual statement?

Yes. Scans and photo-based PDFs are read with OCR and marked as OCR-extracted. The reconciliation check applies identically; on a poor scan it is the check that tells you whether the read can be trusted.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for BTG Pactual statements

BTG Pactual statement to Excel

Convert the same BTG Pactual statement PDF to Excel instead.

BTG Pactual statement to OFX

Convert the same BTG Pactual statement PDF to OFX instead.

Back to the BTG Pactual statement converter hub or the Brazil bank directory. Other Brazil banks: Itaú Unibanco statement to CSV · Banco Bradesco statement to CSV · Banco do Brasil statement to CSV · Caixa Econômica Federal statement to CSV

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