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Bank Statement to Excel / CSV Converter

Turn any bank statement PDF into a clean spreadsheet. AI extracts and categorizes every transaction — any bank, any country, any currency.

To convert a bank statement PDF to Excel or CSV, upload the statement to Monavio — its AI reads the PDF and exports clean, categorized transactions you can download as CSV. It works with any bank, in any country, in any currency, without sharing your bank login.

How to convert a bank statement to a spreadsheet

  1. 1

    Upload your bank statement

    Upload any bank statement as a PDF or CSV. No bank login, no third-party connection — you only share the file.

  2. 2

    AI extracts and categorizes

    Monavio’s AI reads the statement and pulls out every transaction — date, description, and amount — then categorizes each one.

  3. 3

    Review and export

    Check the results, fix anything you want, and export clean transactions as CSV — or keep them in Monavio to track spending, budgets, and net worth.

Frequently asked questions

Is it free?

You can try it free — sign up and convert your first statements without a credit card. Paid plans start at $3/month if you want higher monthly limits and the full dashboard.

Does it work with scanned PDFs?

Text-based PDF statements work best. Scanned or photographed statements depend on image quality and may extract less reliably, so a clear, original PDF or a CSV export from your bank gives the most accurate results.

Which banks and countries are supported?

Because you upload a file instead of connecting a bank, it works with statements from any bank, in any country, in any currency — there is no “supported bank” list to check.

Is my data private?

You never share your bank login. Statements you upload to Monavio are protected with AES-256-GCM field-level encryption, with a unique key per user managed through Google Cloud KMS, on SOC 2 / ISO 27001 certified infrastructure. You can export or delete your data at any time.

Extraction accuracy depends on the statement. Clear, text-based PDFs and CSV exports work best; scanned or low-quality images may extract less reliably. Always review the results before relying on them.

Convert your bank statement in the app

Sign up free, upload a statement, and let Monavio extract and categorize every transaction — then export to CSV or keep tracking in one dashboard.

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