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Convert your Tangerine statement to CSV

Tangerine, based in Toronto, Canada, 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.

Tangerine statements to CSV: what you get

The CSV export is the universal version of the Tangerine 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 feeding scripts, databases and anything that reads delimited text. 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 Tangerine 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. Passing both checks is the only route to a reconciled result; there is no partial pass and no silent correction. What cannot be proven is labelled, never smoothed over.

A Tangerine statement's layout decides how differences behave. In a chronological layout with a running balance, a single dropped row shifts every later balance, which makes it easy to spot. 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.

Keeping evidence with the conversion

File three things together for every {bank} month: the statement PDF, the converted file, and the reconciliation outcome. Anyone reviewing the work later — a partner, an auditor, a tax adviser — can re-perform the month from that trio without asking you anything.

Before you use the file

A CSV carries no formatting to hide behind, which is its virtue: what you see in a text editor is exactly what an importer will read. If a figure looks wrong in the file, it was flagged in the check — compare that row with the PDF before importing.

How to download a statement PDF from Tangerine

  1. Log in the way you normally bank. Use the bank's website or mobile app and sign in with your usual credentials.
  2. Pick the account and the month. Look for Statements, Documents, Mailbox or eStatements in the account menu; the label differs by bank and changes over time.
  3. Choose the statement period. Pick the month (or months) you need. For catch-up bookkeeping, download each month as its own PDF.
  4. Save the PDF, do not screenshot it. 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: if the bank offers both a statement PDF and a transaction-list PDF, take the statement — it is the one carrying the balances the reconciliation check needs.

Questions and answers

How do I convert a Tangerine statement to CSV?

Download the statement PDF from Tangerine online banking, upload it to the converter on this page, and download the a CSV file. The transactions are extracted, put into the same standard columns used for every bank, and checked against the statement's balances first.

What date and number formats do Tangerine statements use?

Expect a written month or day/month/year — "Apr 3, 2026" and 03/04/2026 both appear dates and amounts with a comma for thousands and a point for decimals (1,234.56) on a Tangerine statement. The reader is locale-aware, so those conventions are handled rather than misread, and the output columns come out in the standard layout regardless.

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.

Which file should I upload — the PDF or a portal CSV export?

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.

Are amounts converted into another currency?

No. The converter changes layout, not currency: figures stay in $ exactly as Tangerine printed them.

Can I convert statements for several Tangerine accounts?

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.

What if Tangerine only offers paper statements?

Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.

How far back can I get Tangerine statements?

That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.

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 Tangerine statements

Tangerine statement to Excel

Convert the same Tangerine statement PDF to Excel instead.

Tangerine statement to OFX

Convert the same Tangerine statement PDF to OFX instead.

Tangerine statement to QuickBooks

Convert the same Tangerine statement PDF to QuickBooks instead.

Back to the Tangerine statement converter hub or the Canada bank directory. Other Canada banks: Royal Bank of Canada statement to CSV · TD Canada Trust statement to CSV · Scotiabank statement to CSV · BMO statement to CSV

Bank statements in. Clean books out.

Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.

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