Convert credit card statements to Excel
Turn statement PDFs and scans into editable transaction data with descriptions, amounts, and available card details.
Start free instantly • All document types • No signup required
Privacy First: Your images are never stored - processed instantly and discarded
Export templates use English headers. Extracted text generally stays in the document’s language.
Understand the activity on your card
The standard Excel export puts card activity in one Transactions sheet. Its amount signs show charges separately from payments and refunds.
Charges increase the amount owed
Purchases, fees, interest, cash advances, and balance transfers use positive amounts. A positive row is not necessarily a purchase.
Payments and refunds reduce it
Payments, refunds, and credits use negative amounts.
Rows include available dates, descriptions, types, amounts, currency, and card details, with statement period and source filename. Check extracted dates against the original.
Review spending without mixing in payments
Adding every row is not the same as calculating purchase spending.
Separate purchases from repayments
Filter by transaction type to review purchases. A card repayment is different from a purchase refund.
Review merchants and recurring charges
Sort descriptions to review repeated charges. Names can vary, and subscriptions or duplicates are not identified automatically.
Keep refunds and fees in view
Refunds may appear in a later period. Review extracted fees and interest separately from purchases.
Keep the right context for your next step
- Keep all pages of one statement together and check for overlapping periods before combining files.
- Group using issuer, cardholder, last four digits, currency, and statement period where available. Last four digits alone may not identify a unique card.
- Review each currency separately. The export does not convert currencies or remove duplicate transactions.
Choose the output for your review
- Transaction rows
- Standard Excel and CSV repeat card context on transaction rows. Word uses a transaction table.
- Statement details
- Disable Flat for a detailed single-statement layout. Choose JSON for structured extracted data.
Xero and QuickBooks CSV
PremiumReview the CSV for the destination account. It can combine cards without the standard identifying columns; accounts are not split automatically.
Accounting CSV signs are reversed: charges are negative; payments and refunds are positive.
Choose Your Plan
On every plan, export templates use English headers and field names. Extracted text and source-table headers generally stay in the document’s language.
Free
Perfect for occasional use. No account needed.
- 5 conversions per day
- Single-file uploads, up to 5 MB
- Receipts, invoices, bank & credit card statements, paystubs, table images
- JPG, PNG, HEIC, HEIF, TIFF, WebP, single- and multi-page PDF
- Export to Excel, CSV, Word, JSON
- Privacy first: files & output are never stored
Free+
Bigger batches and email delivery.
- 5 conversions per day
- Batches of up to 5 files, up to 10 MB each
- Email delivery of results
- Everything in Free
Premium
Monthly subscription. Renews automatically until cancelled.
For power users who need high monthly volume.
- 2,500 pages per month
- Batches of up to 50 files, up to 25 MB each
- Parallel processing - up to 10× faster batches
- ZIP download for batches
- Document merging
- Xero CSV & QuickBooks CSV exports
- Email support
- Billed monthly, cancel anytime
- Everything in Free+
Credit card conversion questions
Where are balances and payment due dates
Choose the detailed layout or JSON for extracted balances, minimum payments, due dates, and credit limits. The standard Transactions sheet does not have these summary fields or a running-balance column.
Can I combine several cards or statements
Several cards can appear in one statement. Premium can also merge separate results into flat Excel, CSV, Word, Xero CSV, or QuickBooks CSV. Add at least two files and enable Flat and Merge. JSON and detailed layouts cannot be merged.
How are foreign-currency purchases represented
Amounts use the billed currency where extracted. Original-currency details may appear in descriptions, without separate original-amount or exchange-rate columns.
Can I use a scanned statement
Yes, use complete pages with clear text. Extracted detail depends on the document and legibility.
How does free conversion work
Free and Free+ each allow 5 PDF pages or images daily. Each PDF page counts separately. See pricing for batch, file-size, and Premium limits.
What happens to uploaded statement data
Extraction uses an AI processing provider. Optional email delivery also uses an email provider and leaves a copy in your mailbox. Account records and diagnostic logs can persist.