Bank statements to Excel, for mortgage and loan files
Turn an applicant's statements into a sheet you can total and filter: regular income, commitments, large deposits, overdraft days — without retyping and without uploading their data.
Income and commitments at a glance
Convert three to six months of statements together. Filter the description column for the employer name to total salary credits, or for direct debits and standing orders to list commitments. Amounts are real numbers, so totals and averages are one formula away.
Large deposits and low balances
Sort money in from largest to smallest to spot deposits that need explaining, and sort the balance column to see how often the account went close to zero or into overdraft. Overdrawn balances keep their minus sign.
Applicant data stays with you
Applicants trust you with their statements. Converting here does not pass them to another company: the PDF is processed in your browser first; a statement our server reads is deleted after reading, unless we cannot read it yet (then it is kept encrypted for up to 14 days).
A note on authenticity
StatementEasy reads what the PDF says. It does not verify that a statement is genuine, so follow your lender's rules for obtaining statements directly from the bank or through open banking.
Also for: accountants, bookkeepers, small business, tax preparers
A spreadsheet you can use right away
- One row per transaction
- Money in and money out in separate columns
- Real dates and numbers that Excel can sort, filter and add up
- Extra sheets with monthly totals and a summary
| Date | Description | Money out | Money in | Balance | |
|---|---|---|---|---|---|
| 2 | 2025-03-03 | DD ELECTRIC CO BILL | 90.06 | 1,430.34 | |
| 3 | 2025-03-03 | CARD PAYMENT TESCO STORES | 42.18 | 1,388.16 | |
| 4 | 2025-03-05 | SALARY ACME LTD | 3,673.50 | 5,061.66 | |
| 5 | 2025-03-06 | RENT PAYMENT | 1,250.00 | 3,811.66 | |
| 6 | 2025-03-08 | UBER TRIP | 18.40 | 3,793.26 |
Works with your bank
The converter reads the columns of almost any bank statement. These banks are tested on real statements.
Questions
Can I convert statements from different banks for one applicant?
Yes. Drop them together; each file is read with the right layout, and the combined tab has a File column showing which statement each row came from.
Is StatementEasy really free?
Yes. There is no sign-up, no page limit and no daily limit: convert as many statements as you need. Your own browser does most of the work, so a conversion costs us almost nothing.
Is my bank statement uploaded anywhere?
Usually not. Your browser opens and reads the statement on your device, and for most statements nothing is sent to us except anonymous counts such as "a 3-page statement was converted".
A statement goes to our server only when your browser cannot read it — for example a scan or a photo — and it is deleted after reading. If even our server cannot read it, we keep it encrypted for up to 14 days to add support for your bank, then delete it. Details in our privacy policy.
Which banks does it work with?
Any bank whose statement is a normal PDF with selectable text. The reader finds the date, description and amount columns on its own. Layouts from Chase, Bank of America, Barclays, Lloyds, CIH Bank and Attijariwafa bank are tested on real statements, and the generic reader handles many others in English, French, Spanish, Portuguese, German, Dutch and Italian.
How do I know the numbers are right?
Most statements print a running balance. StatementEasy checks every row: the previous balance plus money in minus money out must equal the balance printed on that row. You see a green "Balances match" when everything adds up, or the exact rows to look at when it does not.
Statements without a running balance are checked on totals: opening balance + money in − money out = closing balance.
What if my statement is a scan or a photo?
A scanned or photographed statement is read with text recognition (OCR). You can read it on our server, which gives the best result, or on your device. Clear, straight scans work best, and the balance check shows how well it went.
Can I convert several statements at once?
Yes. Drop several PDFs together. Each gets its own tab, and "All files combined" gives one sheet with a File column, for example a full year of monthly statements.
Which format should I pick?
Pick Excel if you will work in the spreadsheet: dates and amounts are real values, so sorting, filtering and formulas work right away, and a Monthly sheet totals each month. For accounting software, More formats has QuickBooks (.qbo), Xero CSV, a QuickBooks Online CSV, OFX and QIF. Plain CSV works with Sage and almost everything else.
Something is wrong in my result. What can I do?
Click any cell to correct it, remove rows you do not want, or open "Columns look wrong? Fix them" to tell the reader which column is which. If a layout keeps failing, tell us the bank and we will add it.
Your next statement, in a spreadsheet
Free, no limits. No sign-up.