Bank statement to Excel
Convert bank statements to an Excel-friendly spreadsheet
For users who want to inspect bank statement transactions in Excel or Google Sheets before accounting import.
1
Upload the statement file.
2
Check the rows in the browser.
3
Download a review spreadsheet or QuickBooks CSV.
Review the rows in a spreadsheet
Download a review CSV with dates, descriptions, money in, money out, balance, page number, and status fields.
Keep QuickBooks export simple
After review, use the QuickBooks CSV when you only need Date, Description, and signed Amount.
Bank statement to Excel FAQ
Is this a native XLSX file?
The current review download is CSV, which opens cleanly in Excel and Google Sheets. Native XLSX can be added later if users need it.
Why review before downloading?
Bank statements can include check sequences, balances, and unusual descriptions. Review keeps the final spreadsheet cleaner.