Convert Credit Card Statement to Excel and CSV
Upload a credit card statement PDF and get a clean spreadsheet back in seconds. PDFXLSX reads the transaction table and exports every date, merchant, and amount into separate Excel or CSV columns, so you can reconcile, categorize, and report without retyping a single line.
Works with statements from Chase, American Express, Capital One, Citi, Bank of America, Discover, and Wells Fargo. Files are encrypted and deleted after conversion.
Drop your PDF here or click to browse
PDF files up to 50MB
First conversion is free. No software to install.
3 columns
Date, Merchant, Amount
<10s
Per statement
XLSX + CSV
Export formats
50MB
Max file size
Turn a locked PDF statement into usable spreadsheet data
Credit card statements arrive as PDFs that look fine on screen but fight you the moment you try to do anything with the numbers. Copy a block of transactions into Excel and the dates land in one cell, the merchant names wrap onto two rows, and the amounts pick up stray characters. For a bookkeeper closing the books or a business owner sorting deductible spend, that manual cleanup eats real hours every month.
This converter skips the copy and paste entirely. It detects the transaction table inside your statement, separates each field into its own column, and keeps amounts as real numbers and dates as real dates. The result opens straight in Excel, Google Sheets, or your accounting software, ready to filter, total, and categorize.
If you also handle checking and savings documents, the same engine powers our bank statement to Excel converter, so every account type lands in the same clean format.
| Date | Merchant | Amount |
|---|---|---|
| 2026-05-02 | Delta Air Lines | $418.20 |
| 2026-05-04 | Amazon Web Services | $1,204.66 |
| 2026-05-09 | Staples | $87.43 |
| 2026-05-12 | Shell Oil | $64.10 |
| 2026-05-15 | Verizon Wireless | $212.99 |
Built for the way finance teams actually work
Every feature targets the specific headaches of pulling card data out of a PDF.
Clean column separation
Transaction date, posting date, merchant description, and amount each land in their own column. No merged fields, no wrapped text, no manual splitting with text-to-columns.
Correct number and date types
Amounts come out as numbers you can sum and pivot, not text. Dates are real Excel dates you can sort and filter. Negative payments and credits keep their sign.
Scanned statements work too
If your statement is a scan or an image-based PDF, built-in OCR reads it accurately and still returns structured rows. No retyping from a photo.
Export to Excel or CSV
Download an XLSX for analysis or a CSV ready to import into QuickBooks, Xero, or any system that takes a transaction file. Same clean data, your choice of format.
Multi-page statements stitched
Long statements that run across several pages come back as one continuous list. Repeated headers are removed and rows stay in order from the first page to the last.
Private and secure
Your statement holds sensitive account details. Files are encrypted in transit and at rest, processed in isolation, and deleted automatically after conversion. Nothing is stored or shared.
How to convert a credit card statement to Excel
Three steps, no spreadsheet skills required.
Upload the PDF
Drag your credit card statement into the box at the top of this page, or browse to select it. Files up to 50MB are supported, including password-removed exports from your card portal.
Let it extract the transactions
The engine finds the transaction table, identifies the date, merchant, and amount columns, and applies OCR if the statement is scanned. Most files finish in under ten seconds.
Download Excel or CSV
Review the preview, then download a clean XLSX or CSV. Open it in Excel or Google Sheets, or import it straight into your accounting workflow.
Who uses this converter
Anyone who has to account for card spending and is tired of typing it in by hand. The tool pays for itself the first time you skip a manual reconciliation.
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Bookkeepers and accountants reconciling client card spend at month end. See the workflow built for bookkeepers and accountants.
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Small business owners separating deductible business expenses from personal charges before tax time.
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Finance and operations teams building expense reports from corporate card statements across many cardholders.
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Tax preparers turning a year of statements into one sortable spreadsheet for deductions and audit support.
Statements we convert
Issuer not listed? The converter reads the table structure, not a fixed template, so most US card statements work the same way.
Credit card statement to Excel: common questions
Upload your statement PDF to the converter at the top of this page, let it extract the transaction table, and download the result as an Excel file. The whole process takes about ten seconds and needs no software. Each transaction lands in its own row with date, merchant, and amount split into separate columns.
Yes, your first conversion is free with no software to install. For ongoing or high-volume work, paid plans add batch processing and more monthly conversions. Most professionals who reconcile cards every month choose a plan, but you can test the accuracy on a real statement first before deciding.
Convert the statement PDF here, then download a CSV or XLSX. Both open directly in Excel and Google Sheets, and the CSV imports cleanly into accounting tools like QuickBooks and Xero. Because amounts stay as numbers, you can total, filter, and pivot the transactions the moment the file opens.
It is safe here because files are encrypted in transit and at rest, processed in an isolated environment, and deleted automatically once the conversion finishes. Your statement is never stored long term, shared, or used for any other purpose. Avoid free tools that keep uploads on unknown servers, since card statements expose account numbers and spending detail.
Yes. The converter includes OCR that reads scanned and image-based statements, so a photographed or printed-then-scanned page still returns structured rows. For the cleanest results, scan at 200 DPI or higher and keep the page straight. See our full guide on converting scanned PDFs to Excel.
Copy and paste rarely keeps the table structure. PDF text usually pastes into a single column, dates and amounts merge into the merchant name, and you spend longer cleaning the data than entering it fresh. The converter preserves the columns and data types automatically, which removes both the busywork and the transposition errors that creep in by hand.
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Convert your credit card statement now
Drop a PDF at the top of the page and download a clean Excel or CSV in seconds. Your first conversion is free.