FINANCIAL CONVERTER BLOG

In today's digitally-driven world, managing financial records efficiently is paramount. Whether you're a tax professional, accountant, or just someone keen on keeping track of personal expenses, the ability to convert bank statements to Excel format can streamline financial analysis and reporting processes. In this guide, we'll walk you through the steps to effortlessly convert your bank statements into Excel files using our accurate, intuitive and free tool.

Step 1: Create a Free Account

The first step to access our bank statement conversion tool is to create an account on our platform. Simply navigate to our website and enter your e-mail and a password. For extra conveniency, you can also create an account with the one tap Google sing-in button.

Once your account is created, you will be automatically redirected to your personal dashboard.

Step 2: Upload Your Bank Statements

Now that you're logged in, it's time to upload your bank statement for conversion. Locate the option to upload files, which will appear on the sidebar or under History if you have not uploaded any bank statements before.

You will now be able to select the files you want to convert. We have two options available for you: drag and drop or manually browse your file system to select those documents you want to convert. Our tool supports various file formats, including PDF, QFX or OFX and you can select up to 100 files at once. If you need more files or you want to automate this process via API, contact us and we will set it up for you.

Once your files show up, you are only one click away from converting all your files at once. Click Upload and after a few seconds your converted statements will appear on the table below.

Step 3: View Your Converted Bank Statements

After the conversion process is complete, you'll be able to view your converted bank statements directly on our platform. The converted files will appear on the table below the uploads, but you can also find them under Your History on the sidebar menu. Our user-friendly interface allows you to navigate through your statements with ease, making it simple to review and analyze your financial transactions.

To view your converted statement, click on the Open button and your converted bank statements will show in a table. You will also notice that some extra meta data was converted as well, such as your balances, name of the bank or statement period.

Step 4: Download Your Converted Bank Statements

Ready to take your converted bank statements with you? Simply download them in Excel or CSV format with just a click. Our tool ensures that your data is preserved accurately, so you can trust the integrity of your financial records.

We offer two convenient options for downloading your converted bank statements:

Option 1: Single File

Simply open the converted bank statement and click on either Download Excel or Download CSV, depending on your preferred output format.

A file will be automatically downloaded on your device. Enjoy!

Option 2: Multiple Files At Once

Managing multiple bank statements can be a breeze with our platform's versatile features. Here's why selecting multiple files at once can significantly enhance your workflow:

• Efficiency: Instead of downloading each bank statement individually, you can select multiple files in one go, saving you time and effort.
• Organization: Keep your financial records neat and organized by downloading several statements simultaneously, ensuring that all relevant data is readily accessible.
• Consolidation: Opt to merge selected documents into one consolidated file for streamlined analysis and reporting.

By harnessing the power of our platform's multiple files download feature, you can streamline your financial management processes and make informed decisions with ease.

On the sidebar, navigate to History and select those converted bank statements you want to download at once.

You can download all of them at once in your preferred format: Excel or CSV. Select the option that best suits your need to download your converted bank statements.

You can optionally merge all the documents into one final document (Excel or CSV) by checking the option that will be shown below:

Your download(s) will automatically begin and you will have your Excel file(s) available in your device. Enjoy!

Conclusion

Converting bank statements to Excel doesn't have to be complicated. With our straightforward process, you can efficiently manage your financial data and gain valuable insights into your spending habits. Follow these simple steps to convert your bank statements hassle-free and take control of your finances today.

Ready to get started? Sign up for a free account on our platform and experience the convenience of converting bank statements to Excel effortlessly!