Managing your finances is easier when your bank statements are in Excel. Whether you're tracking spending, preparing taxes, or analyzing cash flow, having your statements in a spreadsheet makes everything faster and simpler. The easiest way to do this? Use DataRiver's Bank Statement to Excel Converter. Here's how.

Step 1: Collect Your Bank Statements

Start by gathering the statements you want to convert. Most banks provide statements in PDF, which is fully supported by DataRiver.

If you only have paper statements, simply scan them into PDF format before uploading.

Step 2: Upload Your Statement to DataRiver

Go to DataRiver.co.

Click Upload Statement.

Select your PDF file from your computer.

DataRiver automatically detects the statement format and prepares it for conversion—no complicated setup needed.

Step 3: Convert Your Statement to Excel

After uploading:

Click Convert to Excel.

Let the converter process your PDF (usually just a few seconds).

Download the resulting file in CSV format, which is fully compatible with all versions of Microsoft Excel and Google Sheets.

This ensures you can easily open, edit, and analyze your bank transactions across any platform.

Step 4: Clean and Organize Your Excel File

Once your statement is in CSV/Excel format, you can tidy it up for better clarity:

Remove repeated headers or blank rows.
Format dates and amounts consistently.
Sort or filter by date, category, or amount.
Add pivot tables or charts to visualize spending trends.

A clean spreadsheet makes tracking finances or preparing reports much faster.

Step 5: Save and Secure Your File

Name your file clearly (e.g., BankStatement_Jan2026.csv).
Store it in a secure location like Google Drive or OneDrive.
Encrypt sensitive data if you plan to share it.

Why Use DataRiver?

Fast and accurate: Converts PDF bank statements in seconds.
CSV output: Fully compatible with all versions of Microsoft Excel and Google Sheets.
Easy to use: No technical skills required.
Safe and secure: Your data stays private.

Stop wasting time manually copying transactions. With DataRiver, turning your PDF bank statements into Excel-compatible CSV is fast, simple, and reliable.

Try it now at DataRiver.co and get your finances organized today.

Sandra Vu is the founder of Data River and a financial software engineer with experience building document processing systems for accounting platforms. After spending years helping accountants and bookkeepers at enterprise fintech companies, she built Data River to solve the recurring problem of converting bank statement PDFs to usable data—a task she saw teams struggle with monthly.

Sandra's background in financial software engineering gives her deep insight into how bank statements are structured, why they're difficult to parse programmatically, and what accuracy really means for financial reconciliation. She's particularly focused on the unique challenges of processing statements from different banks, each with their own formatting quirks and layouts.

At Data River, Sandra leads the technical development of AI-powered document processing specifically optimized for financial documents. Her experience spans building parsers for thousands of bank formats, working directly with accounting teams to understand their workflows, and designing systems that prioritize accuracy and data security in financial automation.

How to Convert Bank Statements to Excel (Step-by-Step)