Works with statements from major UK banks
You can try this converter with PDF statements from:
This list is informational and does not guarantee compatibility with every account type or statement version. Always review the preview before exporting.
How to convert a UK bank statement to Excel
Download statement as PDF
Log into your UK bank online banking or mobile app and download your statement as a PDF.
Upload the PDF
Click the upload button and select your bank statement PDF. Processing takes a few seconds.
Review and edit transactions
Check the editable preview table. Correct any values if needed before exporting.
Export to Excel or CSV
Download a clean .xlsx or .csv file ready for mortgage applications, visa, self-assessment, or bookkeeping.
Common uses for UK bank statements in Excel
Mortgage applications
Mortgage providers often request three to six months of bank statements. Export a clean spreadsheet from your PDF in seconds.
Visa applications
Many visa categories require structured bank statements to show sufficient funds. Convert your PDF for easy review.
Self-assessment tax returns
Prepare income and expense data for HMRC self-assessment. Export to Excel and organise by category.
Bookkeeping and reconciliation
Match transactions against your accounting records without manual entry. Export to CSV for Xero, FreeAgent, or Sage.
Rental applications
Landlords and letting agents often need recent bank statements. An organised spreadsheet makes your application clearer.
Personal budgeting
Understand your spending patterns with an editable spreadsheet. Filter by category or date range in Excel.
Frequently asked questions
Can I convert any UK bank statement PDF to Excel?
Most text-based PDFs from major UK banks work well. Upload your PDF, check the preview, and export if the transactions look correct. Always review before using the file for official purposes.
Is Excel or CSV better for UK bank statements?
Excel suits analysis, filtering, and reports. CSV is better for importing into accounting software like Xero, FreeAgent, or QuickBooks.
How do I know the conversion is correct?
Compare the opening and closing balances against your original PDF, and spot-check a few transactions before you export.
Can I use this for mortgage or visa applications?
The exported file is useful for organising and presenting transaction data. Keep the original PDF as your official bank record — most lenders and visa authorities require the original document.
What if some transactions are missing after conversion?
Check the preview and compare with your original PDF. If transactions are missing, try re-downloading a fresh PDF from your bank and uploading again.
Does it work with challenger bank statements from Monzo or Starling?
Yes. Statements from challenger banks like Monzo, Starling, and Revolut are typically clean text-based PDFs that convert well. Check the preview to confirm before exporting.