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Convert your Neon statement to Excel

Neon is a bank based in Zurich, Switzerland. Its account statements are issued as PDFs through online and mobile banking. Upload the statement PDF below and download an Excel (.xlsx) workbook — 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.

Neon statements to Excel: what you get

The Excel export turns the Neon PDF into a workbook you can sort, filter and total: one sheet for this statement with the standard Date, Description, Amount, Debit, Credit and Balance columns, plus a reconciliation summary that records the opening balance, the closing balance and the check result.

The main use is building schedules and workings that cite the statement line by line. Every conversion is checked against the statement itself: where the statement prints opening and closing (or running) balances, the extracted transactions must add up to them, or the conversion is flagged and the mismatched rows are marked. A statement whose layout the reader cannot parse is reported honestly — never passed off as converted.

Trust in the output comes from the statement's own arithmetic. Neon prints balances that its transaction list must sum to; the converter repeats that sum independently on the extracted data. 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.

Before converting, spend thirty seconds on the Neon document itself: confirm the period matches the month you are closing, note the opening and closing balances, and scan for the period's largest transactions. A reconciliation difference is most often one of those large items — a duplicate, a drop, or a digit misread — and knowing the candidates in advance shortens the search considerably.

In Switzerland, bookkeepers commonly work in bexio and Banana Accounting; 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.

Month-end with Neon 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

A converted workbook is a good place to code transactions: add your own category column beside the standard ones rather than editing descriptions, so the file can always be re-performed against the statement. Keep the summary block intact when you pass the file on — it is the evidence the figures were checked.

How to download a statement PDF from Neon

  1. Get the statement from Neon itself. Use the bank's website or mobile app and sign in with your usual credentials.
  2. Open the account and find Statements or Documents. Statements are per account and per period. Convert each account separately so balances never blur together.
  3. Download the periods you need. One PDF per statement period converts cleanest. For a full year, download all twelve periods before you start.
  4. Download or print to PDF. 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. Add the file to the converter on this page. You can add several statement PDFs at once for batch conversion.

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 Neon statement to Excel?

Save the statement as a PDF from Neon online banking, add it to the converter above, and take the an Excel (.xlsx) workbook it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.

What date and number formats do Neon statements use?

Expect the order printed on the statement itself dates and amounts with the grouping printed on the statement itself on a Neon 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 CHF exactly as Neon printed them.

Can I convert statements for several Neon 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 Neon 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 Neon 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 Neon statements

Neon statement to CSV

Convert the same Neon statement PDF to CSV instead.

Neon statement to OFX

Convert the same Neon statement PDF to OFX instead.

Back to the Neon statement converter hub or the Switzerland bank directory. Other Switzerland banks: UBS statement to Excel · Zürcher Kantonalbank statement to Excel · PostFinance statement to Excel · Raiffeisen Schweiz statement to Excel

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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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