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Fiverr Pro
English
$
USD
I will convert bank statement to excel or CSV with balance checks
About this Gig
Need your bank statement converted into a clean Excel spreadsheet?
I convert bank statement PDFs, CSV files, and Excel exports into organized Excel (XLSX) or CSV files that are easy to read, filter, and use.
What you'll receive:
- Clearly organized transaction dates, descriptions, and amounts
- Separate debit and credit columns where applicable
- Clean, consistent spreadsheet formatting
- Balance checks when sufficient information is available
- Unclear or mismatched entries flagged for review
- An Excel or CSV file ready to use
Why choose this gig?
I focus on accuracy, preserving your original data, and delivering a well-organized spreadsheet. Missing or unclear information will be flagged, never invented.
Supported: Text-based PDFs, CSV, and Excel files.
Not supported: Scanned PDFs, handwritten documents, or password-protected files.
Please remove unnecessary sensitive information before uploading. Never share banking passwords or login credentials.
Have a complex statement? Message me before ordering!
Convert from:
Convert to:
CSV
FAQ
What types of bank statements can you convert?
I accept readable, text-based PDF bank statements, CSV files, and Excel exports. Scanned PDFs, screenshots, handwritten statements, and password-protected files are not currently supported.
Will the converted Excel file match my original statement?
I aim to preserve all transaction dates, descriptions, amounts, and available balances. I check the extracted data and flag unclear entries rather than guessing or inventing information.
Do you check the bank statement balances?
Yes. When the statement provides sufficient information, I check opening balances, transactions, and closing balances for discrepancies. Any unresolved differences will be clearly flagged.
Can you convert multiple bank statements?
Yes! The Standard and Premium packages cover multiple statements within their stated file, page, and transaction limits. For larger projects, please contact me before ordering.
Can I use the converted file for accounting or bookkeeping?
The Excel or CSV output can help you organize transactions or prepare data for further processing. However, compatibility with specific accounting software is not guaranteed, and this gig does not include bookkeeping or financial advice.
What if my bank statement has an unusual format?
Please message me before ordering and share a redacted sample if possible. I'll review whether the format can be converted reliably before you purchase a package.
Is my financial information kept private?
Yes and your documents are used only for the requested conversion. Please remove unnecessary personal details and never share passwords or full card numbers. I value your privacy, quality, and integrity. If I notice any data or privacy concerns, I'll inform you promptly and help address them.
