Convert / tutorial
How to convert a bank statement PDF to Excel
Upload the statement, check each drafted transaction against its page, approve one revision, and export it as XLSX.
Watch it done
How to convert a bank statement PDF to CSV or Excel
A worked example
Follow the source into the workbook
Fictional example · a debit sign correction
Coffee shop
03 March 2026
Debit 4.50- Draft signed amount
+4.50- Source-supported correction
- −4.50
- Before conversion export
- Review and approve the saved revision
Three sheets, one approved handoff.
- Transactions
- The approved transaction rows.
- Statement
- Statement-level context.
- Original Fields
- Preserved field context for reference.
Illustrative workbook anatomy. Inspect the Excel handoff.
Step by step.
Choose the statement PDFs
Select up to 10 text, scanned, mixed, or password-protected PDFs. Each file can be up to 50 MiB and 250 pages.
Let Fulla prepare a draft
Selected vision routes extract transaction rows while deterministic checks examine dates, amounts, balances, row integrity, and page coverage.
Review against the source
Focus each row to see its source page and evidence box. Correct, split, merge, undo, and reconcile where needed.
Approve one revision
Approval records the exact reviewed revision used by conversion exports.
Export XLSX
Download the approved workbook before the statement and derived content reach their 24-hour expiry.
Start with the file you received
Keep the original PDF intact. Fulla accepts statement PDFs with selectable text, page scans, a mix of both, or password protection. If a file is protected, the document flow asks for the password without storing it as ordinary document content.
- Maximum file size: 50 MiB
- Maximum length: 250 pages
- Up to 10 PDFs in one upload
Review the evidence, not only the spreadsheet
A clean-looking table can still contain a wrong date, sign, amount, or merged description. Source-linked review keeps the page beside the drafted row so the correction has evidence.
Work through totals and balance transitions as well as individual rows. Fulla recalculates confidence from row integrity, dates, amounts, reconciliation, and page coverage, but that score does not replace approval.
Export the approved revision
XLSX is useful when the next step involves formulas, filters, formatting, or a person reviewing the workbook. The export uses the approved persisted revision, so an unsaved browser draft cannot become the final file.
The source, rows, review events, and export share a 24-hour lifetime. Download the workbook while the document is still available.
Compare a source PDF with the actual workbook
The sample files linked below pair a fictional statement with an XLSX workbook produced by the same exporter Fulla uses for approved rows. Open Transactions, Statement and Original Fields, then compare the dates, signed amounts and source-page references with the PDF. These are deterministic approved-fixture exports, not a claim that extraction always returns the expected rows.
Use the separate correction example to follow a debit-sign error. Correct the row from source evidence first; do not edit an amount merely to force the closing balance to match. If Excel displays a date or amount unexpectedly, inspect its stored value and cell format before altering the reviewed data.
Sample files and references
Questions about this guide
Can I export CSV instead of Excel?
Yes. The approved revision can be exported as CSV, XLSX, or OFX, and as JSON through the API.
Does Fulla change my original PDF?
No. The source remains the review evidence while Fulla creates a separate drafted table and export.
Is the XLSX guaranteed to be accurate?
No. Extraction creates a draft. Review and approval are required before relying on the workbook.