Convert statements from your bank
statement.work doesn't need a template for each bank: it reads the statement, not the format. These pages cover 20 widely used US and UK banks, what their statements generally look like, and the conversion problems to watch for.
Why the bank matters (and why it doesn't)
Every bank lays out its statements differently. Column order, date format, how debits and credits are shown, whether the running balance appears on every line, and how multi-line descriptions wrap all vary. That is why template-based converters break when you move from one bank to the next.
statement.work reads each statement as a document, so the output is the same set of columns whichever bank issued it. The bank pages exist to help you know what to check, not because each bank needs special setup.
US banks
US statements usually show dates as month/day, group or label transactions by type (deposits, withdrawals, checks, card purchases), and use dollar amounts with a period as the decimal separator.
- Convert Chase bank statements to Excel and CSV How to convert Chase checking, savings and credit card statement PDFs into clean Excel or CSV, what Chase statements usually contain, and the conversion problems to watch for.
- Convert Bank of America statements to Excel and CSV Convert Bank of America checking, savings and credit card statement PDFs into Excel or CSV. What to expect from the layout, how checks and card purchases appear, and how to check the result.
- Convert Wells Fargo statements to Excel and CSV Convert Wells Fargo bank statement PDFs into Excel or CSV with a running balance on every row. What Wells Fargo statements usually show and how to handle day-end balances.
- Convert Citibank statements to Excel and CSV Convert Citibank checking, savings and credit card statement PDFs to Excel or CSV. Handling foreign transactions, currency conversion fees and card statements.
- Convert U.S. Bank statements to Excel and CSV Convert U.S. Bank checking, savings and business statement PDFs into Excel or CSV. Cleaning up ACH descriptions, separating deposits from withdrawals, and checking totals.
- Convert PNC Bank statements to Excel and CSV Convert PNC Bank statement PDFs to Excel or CSV, including statements that cover several linked accounts. How to keep accounts separate and transfers out of your totals.
- Convert Truist statements to Excel and CSV Convert Truist bank statement PDFs, including older BB&T and SunTrust statements, into Excel or CSV with the same columns, so years of history line up in one spreadsheet.
- Convert Capital One statements to Excel and CSV Convert Capital One credit card and bank account statement PDFs into Excel or CSV. Handling card statements without running balances, interest and fees, and payments.
- Convert TD Bank statements to Excel and CSV Convert TD Bank (US) statement PDFs into Excel or CSV. Notes for customers who also hold Canadian accounts, with different date and currency conventions.
- Convert Citizens Bank statements to Excel and CSV Convert Citizens Bank statement PDFs into Excel or CSV. Notes for businesses whose card and payment processor deposits arrive as batched lump sums.
UK banks
UK statements usually show dates day-first, often split amounts into separate "paid out" and "paid in" columns, and use short codes to label transaction types.
- Convert Barclays statements to Excel and CSV Convert Barclays current account and business statement PDFs into Excel or CSV. Handling UK paid out / paid in columns, day-first dates and brought-forward balances.
- Convert HSBC UK statements to Excel and CSV Convert HSBC UK current account and business statement PDFs into Excel or CSV. Reading transaction type codes, brought-forward balances and foreign currency activity.
- Convert Lloyds Bank statements to Excel and CSV Convert Lloyds Bank current account and business statement PDFs into Excel or CSV. Understanding payment type codes, day-first dates and statements across Lloyds Banking Group brands.
- Convert NatWest statements to Excel and CSV Convert NatWest personal and business statement PDFs into Excel or CSV. Handling UK statement conventions and business account activity such as card takings and supplier payments.
- Convert Santander UK statements to Excel and CSV Convert Santander UK statement PDFs into Excel or CSV. Handling cashback and reward credits, UK statement conventions, and checking the result.
- Convert Halifax statements to Excel and CSV Convert Halifax current account statement PDFs into Excel or CSV. Notes for sole traders who run business spending through a personal account.
- Convert Nationwide statements to Excel and CSV Convert Nationwide Building Society current account and savings statement PDFs into Excel or CSV. Handling interest lines, transfers to savings and UK statement conventions.
- Convert TSB statements to Excel and CSV Convert TSB Bank statement PDFs into Excel or CSV, including older statements in different designs. How to check that a run of statements is complete.
- Convert Monzo statements to Excel and CSV Convert Monzo statement PDFs into Excel or CSV. When the app's own export is enough, when you'll still have PDFs to deal with, and how to handle Pot transfers.
- Convert Starling Bank statements to Excel and CSV Convert Starling Bank personal and business statement PDFs into Excel or CSV. Handling Spaces transfers and getting sole trader statements ready for bookkeeping and tax.
statement.work is not affiliated with, endorsed by or sponsored by any of the banks listed. Bank names are trademarks of their owners and are used only to describe their statements. Statement layouts change over time, so treat these pages as general guidance.