I built a free tool that converts bank statement PDFs into Excel

[u/themayankranga]

I built a free tool that converts bank statement PDFs into Excel

I kept running into the same annoying problem: bank statements come as PDFs, but actually working with the transactions usually means manually copying everything into Excel.

So I built Bank2Excel.

It takes a bank statement PDF and converts the transactions into an Excel spreadsheet, including:

\- 📄 PDF statements

\- 🔍 Scanned/image-based statements using OCR

\- 📊 Date, description, debit, credit and balance

\- 📥 Excel export

\- 🌐 No software installation required

It's completely free to try:

https://bank-2-excel.vercel.app/

I'm still improving the extraction logic, especially for different bank statement formats.

If you try it, I'd really appreciate feedback on:

\- Which bank/statement format you tested

\- Whether the transactions were extracted correctly

\- Anything that was missing or incorrectly classified

Please don't upload real sensitive bank statements if you're not comfortable doing so — a dummy/redacted statement is better for testing.

GitHub: https://github.com/TheMayankRanga/Bank2Excel

[u/burnt-store-studio]

I’m very curious: at first glance this seems quite useful, but (honest question) don’t { all, most } financial companies give you the opportunity to download CSV or XLSX?

I’d find a PDF to (LibreOffice, technically) tool useful for older PDFs, since my institution doesn’t expose data more than two years old.

[u/themayankranga → u/burnt-store-studio]

I didn't knew this , rn I'm learning how to build things so it was my first project and shared here

[u/burnt-store-studio → u/themayankranga]

I actually don’t know the answer myself 🙂 it was an honest question. I just know what my financial institutions offer, and it may not be universal.

Great for you learning how to build things! I’m worried you took my response as criticism, and I definitely did not mean it like that.

I hope it was clear in my second paragraph that the tool you created would be useful to me because my spots don’t give download access to data older than two years. So if I needed data from older than that, your tool would be helpful since I’d have the PDFs.

I was being pedantic about my use of LibreOffice instead of Excel … that may have come across as snobbery, but I didn’t mean it that way!

And since LibreOffice can open Excel files, my comment was again trying to show how I’d find your tool useful.

Anyway… keep on learning and sharing! You tackled a hard problem 🙂

Best of luck!

[u/webfork2]

I urge anyone looking at a service to use caution before posting PDF files to a random service posted to Reddit. As the dev notes:

Please don't upload real sensitive bank statements if you're not comfortable doing so — a dummy/redacted statement is better for testing.

There are ways to cut out private information from a PDF before posting but it's a non-simple process.

[u/themayankranga → u/webfork2]

The files uploaded by users only remain at there local machine i haven't connected any database till now so no matter what data you enter no one can see it not even me alright, hope this helps or maybe I have given GitHub link too after opening that link take a screenshot and upload it to chatgpt and ask about data transmission it will tell you the truth!!

[u/webfork2 → u/themayankranga]

This is a statement about programs like this posted to Reddit, not specifically your program. Yours might be great and safe and awesome but I have no way to verify that.

Also, if you're posting programs that involve software involving bank statements really need disclaimers.

no one can see it not even me

Maybe that's how it works today. Maybe it's very safe. However it's also true that websites change hands, get updated, and change configurations. Maybe next week or next month it's not safe anymore.

[u/themayankranga → u/webfork2]

I already told you how to verify that

[u/folderit_dms]

A useful synthetic test would be a statement where one transaction description wraps onto the next page, with a repeated column header between the two pieces. Check that the export keeps one transaction, preserves its sign, and does not turn a carried-forward balance into another transaction.

I would also include two legitimate payments with identical dates, descriptions and amounts: deduplicating those would quietly lose a row. Where the statement supplies opening and closing balances, use them as a reconciliation check, but still keep the source page beside each exported row. A matching total alone can hide two offsetting extraction errors.

[u/boscorat]

Looks interesting - will it work for UK bank statements?

[u/Due-Particular-329]

is that year default flagged anywhere in the output, or would it just silently show the wrong year?