DeskTools

For small businesses, freelancers, and contractors in the US and UK.

Free · No sign-up · Made for the US & UK

Convert your bank statement CSV into a clean Excel file

Upload the CSV export from your bank and get back tidy date, description, and amount columns you can open in Excel or Google Sheets. Free, no sign-up, and your file never leaves your browser.

How it works

  1. Download your transactions as a CSV from your bank's website or app.
  2. Choose the file below. It's processed in your browser, never uploaded.
  3. Download a clean CSV that opens straight in Excel or Google Sheets, ready for you or your bookkeeper.

Works with CSV exports from any bank. PDF statements aren’t supported yet. If a PDF is all you have, choose it below to join the waitlist.

Ready for your bookkeeper in seconds

No sign-up needed. Handy when you're getting your books ready for an accountant, QuickBooks, Xero, or tax season.

A quick note from the maker

Hi, I’m Abhishek. I’m building DeskTools to take the boring spreadsheet work off your plate, and I work on it every day. Tell me exactly what you’d want the Bank Statement to Excel converter to do for you, and I’ll build it.

So I can reply. No spam, and I never share it.

Frequently asked questions

Can I upload a PDF bank statement?
Not yet. The converter works with CSV files, which almost every US and UK bank lets you download alongside the PDF. If you only have PDFs, choose one in the tool to join the waitlist for PDF import.
Is my bank data uploaded anywhere?
No. Your CSV is read and cleaned in your browser and never leaves your device.
What columns does my CSV need?
A header row with a date, a description, and an amount column. Common names work, such as Transaction Date, Posted, Details, Memo, Narration, or Value. Any other columns are left out of the clean file.
My bank uses separate debit and credit columns. Will it work?
Not yet. The converter needs a single amount column, with money out shown as negative numbers. If you'd like debit and credit columns supported, tell me in the form on this page.
What does the converter clean up?
It keeps the date, description, and amount columns, tidies extra spaces in descriptions, and turns amounts like $1,250.00, £1,250 or (45.99) into plain numbers (1250.00 and -45.99) that Excel can add up.

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