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ATB Financial, based in Edmonton, Canada, delivers account statements as PDFs through its online banking portal. Upload the statement PDF below and download an OFX-formatted export of the statement's transactions — extracted, normalized and reconciled first.
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.
OFX exists so statements can move between financial software without retyping. The export writes the ATB Financial transactions into that format, preserving dates, amounts and descriptions in their tagged fields.
The main use is rebuilding history in software after a bank feed has lapsed. Statements from Canada banks print dates as a written month or day/month/year — "Apr 3, 2026" and 03/04/2026 both appear and amounts with a comma for thousands and a point 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.
Every ATB Financial conversion is audited by the document it came from. The extracted transactions are totalled against the printed opening and closing balances and checked row by row against the running balance column where one is printed. A conversion only reports as reconciled when both tests agree to the cent — and when they do, the figures have been proven against the bank's own document, not merely read from it.
Two habits make ATB Financial 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. In a sectioned layout — deposits, then withdrawals, then fees — compare section totals first. Knowing which layout you hold tells you where to look before the marked rows even load.
In Canada, bookkeepers commonly work in QuickBooks, Wave, Xero and Sage; the Excel and CSV exports from this converter are the files those tools import, and the QuickBooks export is laid out for direct import where the tool accepts it.
Ask clients for the issued PDFs rather than portal screenshots or spreadsheet exports. The PDF is the only version that carries the balances the check needs, and a folder of monthly PDFs plus their conversion results is an audit trail that assembles itself.
Import the OFX file into a copy or a test account first if your software allows it: OFX imports typically cannot be undone in bulk, and a thirty-second trial shows whether the date range and account mapping are right before the real ledger takes the 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.
Download the statement PDF from ATB Financial online banking, upload it to the converter on this page, and download the an OFX-formatted export of the statement's transactions. The transactions are extracted, put into the same standard columns used for every bank, and checked against the statement's balances first.
ATB Financial statements generally print dates as a written month or day/month/year — "Apr 3, 2026" and 03/04/2026 both appear and amounts with a comma for thousands and a point for decimals (1,234.56). The converter reads the figures as printed and normalizes the output columns the same way for every bank.
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.
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.
No. There is no sign-up: upload the PDF, check the reconciliation result, download the file. Uploaded files and exports are deleted automatically within 15 minutes.
The statement PDF. It is the issued document and it carries the opening and closing balances the reconciliation check verifies against; a portal CSV has the transactions but nothing to prove them against.
No. The converter changes layout, not currency: figures stay in $ exactly as ATB Financial printed them.
Yes — convert each account's statements separately so each one reconciles against its own balances, then combine the exports in your software if you need a single view.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
Convert the same ATB Financial statement PDF to Excel instead.
Convert the same ATB Financial statement PDF to CSV instead.
Convert the same ATB Financial statement PDF to QuickBooks instead.
Back to the ATB Financial statement converter hub or the Canada bank directory. Other Canada banks: Royal Bank of Canada statement to OFX · TD Canada Trust statement to OFX · Scotiabank statement to OFX · BMO statement to OFX
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.