Convert Other banks and credit unions statements to Excel
Upload a other banks and credit unions checking, savings or credit card statement PDF and download an Excel workbook with a Transactions sheet (date, description, debit, credit, amount, balance) and a Summary sheet with the balance check.
Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.
How Statemio reads other banks and credit unions statements
For banks without a dedicated layout we use a generic table reader that finds the date, description, amount and balance columns. It works on most statements with a clear transaction table, including some European formats (day-first dates, decimal commas). The balance check tells you immediately whether the result is complete.
The balance check
Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.
other banks and credit unions statement to Excel: step by step
- Convert the PDF and check the balance badge.
- Click Excel .xlsx.
- Open the file in Excel, Google Sheets or Numbers. Amounts are real numbers, not text.
Excel and CSV are free. Other formats are included with a page pack or plan. See pricing.