Statements2Excel

70 institutions

Find yours, get the exact steps.

Banks, credit cards, brokerages and payment platforms — anything that arrives as a dated list of money movements. Each guide covers where that institution keeps the PDF and what the converted file looks like. Or skip it and upload a statement — the converter doesn't need to know who you're with.

Banks

Current and savings accounts.

ChaseBank of AmericaWells FargoCitibankCapital OneU.S. BankPNC BankTD BankTruistRegions BankNavy Federal Credit UnionAlliant Credit UnionBECUSchoolsFirst Federal Credit UnionFirst RepublicHuntington BankFifth Third BankAlly BankChimeSoFiHSBCBarclaysLloyds BankNatWestMonzoRevolutSantander UKNationwide Building SocietyHalifaxBank of ScotlandTSBMetro BankStarling BankThe Co-operative Bankfirst directVirgin MoneyRoyal Bank of ScotlandChase UKTideZopa BankKroo BankRBC Royal BankTD Canada TrustCommonwealth BankANZNAB

Credit cards

Credits in parentheses or with a CR suffix, and no running-balance column — both read correctly, so payments don't land as spending.

American ExpressDiscoverBarclaycardCapital One (credit card)

Brokerages

The dated activity — trades, dividends, fees — with the consideration in the amount column rather than the share price.

FidelityCharles SchwabVanguardRobinhoodE*TRADE

Activity statements

Dense, multi-section broker reports.

Interactive Brokers

Payment platforms & wallets

PayPal, Wise and Coinbase issue dated ledgers like any bank.

PayPalWiseCoinbase

Payout statements

Gross, fee and net as their own rows, which is how they have to land in the books.

Stripe

Invoices

A priced list rather than a ledger — quantity and unit price keep their own columns, and every line is multiplied out and checked against the printed total.

supplierAmazonPayPalStripeQuickBooksShopify

Receipts

Itemised or not. The lines that are prices are added up against the total on the receipt; the card number and the auth code are not mistaken for one.

purchaseUber

Payslips

Earnings and deductions in one signed column, summing to the net pay printed on the slip.

employeeADP

Comparisons

How this compares with the other tools in the category — including what they do better.

vs DocuClippervs Bank Statement Convertervs Nanonetsvs ScanToExcelvs copying it out by hand