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Bank statement PDF to CSV, checked to the cent

How to turn a text-based bank statement PDF into a CSV you can open in Excel or Google Sheets, or upload to QuickBooks, with a check that no row was dropped.

Check your bank's own download first

Most banks export recent activity as CSV, but only for a window (for example 18 months at Wells Fargo for deposit accounts [Wells Fargo], 2 years of web history at Capital One [Capital One]). Older months exist only as PDF statements, and bank CSVs don't include the statement's opening and closing balances.

Steps

  1. Download the PDF statement. You should be able to select its text. If you can't, it's a scan and isn't supported.
  2. Drop it into StatementHaul.
  3. Confirm Reconciled, or review the highlighted row.
  4. Download the CSV. Columns: Date (YYYY-MM-DD), Description, Amount, Debit, Credit, Balance, Page.

CSV for QuickBooks Online

QuickBooks Online wants 3 columns (Date, Description, Amount) or 4 (Date, Description, Credit, Debit), with no zeros (leave blanks) and one consistent date format. [Intuit] Delete the Balance and Page columns, plus either Amount or Debit/Credit, before uploading.

The parser is generic: it reads standard text-based PDF statements by column position and isn't tested on most real banks' current layouts. The balance check is how you know a given file came out right.

Sources

  1. Intuit: Format CSV files to get bank transactions into QuickBooks (checked 2026-10-23)
  2. Intuit: Manually upload transactions into QuickBooks Online (checked 2026-10-23)

Convert the PDF and check it to the cent

Drop a text-based statement PDF into StatementHaul. It's converted in your browser, never uploaded, and the opening + credits − debits = closing check runs on every statement. Your first 2 statements are free with no signup, then $9 one-time for 10 or $29 one-time for 100.

Convert a statement free See pricing

FAQ

Is it free?

2 statements per device are free with no signup. After that it's $9 one-time for 10 statements or $29 one-time for 100.

Do scanned statements work?

No. Only text-based PDFs, the kind downloaded from online banking.

What columns does the CSV have?

Date, Description, Amount, Debit, Credit, Balance and Page.

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