I will convert bank statement pdfs to clean categorized excel or CSV
About this Gig
Stop retyping bank statements. Send me the PDFs and get back clean, accurate spreadsheets ready for your accounting software.
I convert bank and credit card statement PDFs (text or scanned) into structured Excel, Google Sheets or CSV files. Every file is checked with automated balance validation: opening balance + transactions = closing balance. That catches errors that manual copy-paste misses.
You get:
- Date, description, debit, credit and running balance columns
- Consistent formatting across months and banks
- Optional transaction categories (rent, payroll, software, travel...)
- Import-ready CSV for QuickBooks, Xero or Wave
- A summary tab with monthly totals
Ideal for bookkeepers, accountants, small businesses and tax prep. Your files are handled confidentially and deleted after delivery on request.
Platform:
Excel
•
Google Sheets
•
QuickBooks
Development technology:
Python
•
Excel
Expertise:
Formatting
•
Charts
•
Cleaning
•
Data validation
My Portfolio
FAQ
Can you handle scanned or photographed statements?
Yes. I use OCR and then verify the totals against the balances.
Is my data safe?
Files are used only for your order and deleted on request after delivery.
Which banks are supported?
Any bank. The layout doesn't matter, because each statement is parsed and validated.
