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Convert your Optima Bank statement to CSV

Based in Athens, Greece, Optima Bank provides statements to its customers as PDF documents in online banking. 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.

Optima Bank statements to CSV: what you get

This export writes the Optima Bank transactions as comma-separated values, UTF-8 encoded so descriptions with accented characters survive, amounts in plain decimal form, ready for any system that takes a file upload.

The main use is moving figures between systems that do not share a native format. Statements from Greece 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.

Every Optima Bank 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. Agreement to the cent means the extraction matches the document. Disagreement means the conversion is flagged — the result says so plainly, with the differing rows marked.

Read a Optima Bank statement as three zones. The header zone names the account and the period — check those first, because a wrong-period PDF converts beautifully and reconciles against the wrong month. The middle zone is the transaction list itself. 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.

Month-end with Optima Bank statements

A workable rhythm: download the month's PDF the day the period closes, convert it, read the reconciliation verdict, then import. Months proven in order chain together — each closing balance becomes the next month's opening — so a difference is always owned by exactly one month.

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 Optima Bank

  1. Sign in to Optima Bank online banking. Use the bank's website or mobile app and sign in with your usual credentials.
  2. Find where this bank files PDFs. Statements are per account and per period. Convert each account separately so balances never blur together.
  3. Work month by month. 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. Use the Download / Download PDF option. If only a print view is offered, print the statement to PDF from the browser.
  5. Upload the PDF 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 Optima Bank statement to CSV?

Get the PDF from Optima Bank's statements area, upload it here, and download the converted a CSV file. The converter reads the transactions, standardizes the columns and verifies the totals against the statement before the file is ready.

What date and number formats do Optima Bank statements use?

Expect day/month/year, often written day.month.year — 03.04.2026 means 3 April 2026 dates and amounts with points or spaces for thousands and a comma for decimals (1.234,56) on a Optima Bank 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.

Is the converted file ready to import into my accounting software?

The QuickBooks and Xero exports are laid out in the column order those tools import. The plain CSV and Excel exports suit everything else, including spreadsheet review before import.

My Optima Bank statement has a running balance column. Is it used?

Yes — it is one of the strongest checks available. The converter walks the extracted amounts against the printed running balance row by row, so a single dropped or duplicated transaction is pinpointed instead of merely suspected.

What if two Optima Bank statements cover overlapping days?

Convert them separately and import only one version of the overlap. Banks occasionally reissue a corrected statement for a period; the later issue supersedes the earlier, and importing both would double the shared days.

Can I convert a full year of Optima Bank 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 Optima Bank 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.

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 Optima Bank statements

Optima Bank statement to Excel

Convert the same Optima Bank statement PDF to Excel instead.

Optima Bank statement to OFX

Convert the same Optima Bank statement PDF to OFX instead.

Back to the Optima Bank statement converter hub or the Greece bank directory. Other Greece banks: Alpha Bank statement to CSV · Eurobank statement to CSV · Piraeus Bank statement to CSV · National Bank of Greece statement to CSV

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