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Based in Zurich, Switzerland, UBS provides statements to its customers as PDF documents in online banking. 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.
Converting to OFX turns the UBS PDF into a machine-readable statement file: the same transactions, in the tagged format that personal-finance and legacy accounting applications expect when a direct bank feed is not available.
The main use is moving an account between finance applications without retyping. 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. UBS 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.
Before converting, spend thirty seconds on the UBS 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. 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 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.
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.
OFX files carry no opening-balance field your software will trust blindly — check the account's starting figure in the software against the statement's opening balance before reconciling, so the import builds on the same anchor the conversion check used.
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.
Save the statement as a PDF from UBS online banking, add it to the converter above, and take the an OFX-formatted export of the statement's transactions it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.
UBS statements generally print dates as the order printed on the statement itself and amounts with the grouping printed on the statement itself. 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.
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 CHF exactly as UBS 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.
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.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
Convert the same UBS statement PDF to Excel instead.
Convert the same UBS statement PDF to CSV instead.
Back to the UBS statement converter hub or the Switzerland bank directory. Other Switzerland banks: Zürcher Kantonalbank statement to OFX · PostFinance statement to OFX · Raiffeisen Schweiz statement to OFX · Migros Bank 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.