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Combine Bank Statements into Excel
Add all your monthly bank statements at once and get one Excel sheet, sorted by date, with an optional column that shows which statement each row came from. The balance check runs on each statement. Nothing is uploaded.
- Many statements
- Sorted by date
- One Excel sheet
- Checked each
- No upload
Drop your bank statement here
PDF with selectable text, or a CSV from your bank. Up to 50 files at a time
QBO is a beta. QuickBooks Desktop only accepts bank IDs that Intuit lists, so it can refuse this file. The QuickBooks CSV is the more reliable route.
More options: dates, number style, columns, credit cards
Columns of your CSV. Check that each one is matched to the right column.
Check the first and last rows against your statement before you use the file. A flag in the Check column means the running balance does not add up at that row.
Preview. Click a cell to correct it.
| Check | Date | Description | Debit | Credit | Balance | Remove |
|---|
Done on your device. Your statement is never uploaded to FileXL or anyone else.
Found an error, or something was hard to use?
Something did not work?
- 0 bytesuploaded, ever
- Balance checkflags rows that do not add up
- Up to 50statements in one file
- Excel, CSV, QuickBooksreal dates and numbers
By FileXL Team | Last reviewed | Report a problem
How do I combine several bank statements into one Excel file?
Drop all the statement PDFs or CSVs in the box at the same time, or add more with the Add more button. The rows are joined and sorted by date. Tick Add a Source file column if you want to see where each row came from, then download the Excel file.
How to combine bank statements into one Excel file in 3 steps
No app, no account and no waiting. The statement is read in your browser, so you see the rows and the balance check straight away.
-
Add all the statements
Select all the PDFs or CSVs together, up to 50 files.
-
Check each one
The list shows how many rows each file gave and whether its balances match.
-
Download one file
Choose Excel and press Download. The Summary sheet shows the totals for all of them.
Tips for combining statements
- Add them all at once. The order of the files does not matter, because the rows are sorted by date.
- Make sure the statements are from the same account, or use the Source file column.
- If two statements overlap, you may get the same transaction twice. Remove it in the preview.
- Check that the opening balance of each month equals the closing balance of the one before.
Other ways to convert a bank statement
- Bank statement to Excel converter
- Bank statement analyzer
- Bank statement converter
- PDF bank statement to Excel
- Bank statement to CSV
- CSV to QBO
- Bank statement to QuickBooks
- Bank statement to Xero
- Bank statement to YNAB
- Bank statement to Wave
- Bank statement to Zoho Books
- Bank statement to QIF
- CSV to OFX
Private by design: your statement never leaves your device
Most online bank statement converters upload your PDF to a server. This one does not. The statement is read by your own browser, so your name, account number and every payment stay on your device. The PDF reader (PDF.js, an open source library) is loaded from FileXL when you add a PDF, and your file is never sent anywhere. You can watch the network tab of your browser to check, or turn off your internet once the reader has loaded.
Need to send a file to someone? Upload it with FileXL and share a link. The limit of this tool is scanned statements: a photo of a page has no text to read, and reading it needs OCR on a server, which would mean uploading it.
Combine bank statements questions, answered
Are duplicate transactions removed?
No. If two statements overlap you may see the same transaction twice. Remove the extra row in the preview.
Can I mix PDFs and CSV files?
Yes. Each file is read on its own and the rows are joined and sorted by date.
Is my bank statement uploaded to a server?
No. The statement is read by your own browser. The PDF reader is loaded to your device when you add a PDF, and after that nothing about your statement is sent anywhere. Account numbers, names and transactions never reach FileXL. You can check this in your browser tools: after the PDF reader has loaded, you can turn off your internet and the conversion still works.
How accurate is the conversion?
Bank statements are laid out in many different ways, so no converter can promise a perfect result for every bank. That is why this tool shows the rows before you download them and checks each balance. A row that does not add up is flagged. Compare the first and last rows with the statement, fix any cell by clicking it, and keep the original PDF.
Can it convert a scanned or photographed statement?
No. A scan is a picture of a page and has no text to read. This tool does not do OCR. Download the statement again from online banking as a PDF, or ask your bank for a CSV or a digital copy.
What does the balance check mean?
When a statement prints a running balance, the tool adds each amount to the previous balance and compares the result with the printed one. A tick means they match. A warning means that row, or one just before it, was read wrongly or is missing. It is the quickest way to find a mistake.
Is this bank statement to Excel converter really free?
Yes. You can convert as many statements as you like without paying, without an account and without a watermark. A small advertisement may be shown on the page. Premium members of FileXL do not see it.
Sources and further reading
The facts on this page about QuickBooks files come from Intuit and its tool vendors, and the PDF reader is an open source project. Read them for the full detail.
- QuickBooks Help: Format CSV files in Excel to get bank transactions into QuickBooksIntuit describes the 3-column (Date, Description, Amount) and 4-column (Date, Description, Credit, Debit) CSV layouts.
- ProperSoft FAQ: INTU.BID in QBO and QFX filesA third-party explanation of the bank ID in QBO files and why it has to be one that QuickBooks allows.
- Mozilla PDF.jsThe open source PDF reader (Apache 2.0) that this tool loads in your browser to read the text of a statement.
- YNAB Help: File-Based ImportYNAB describes the CSV file import and the Date, Payee, Memo, Outflow and Inflow columns.
- Wave Help: Upload a bank or credit card statement in CSV formatWave explains the CSV upload and recommends OFX, QBO or QFX when your bank offers them.
- Zoho Books Help: Add transactions and import statementsZoho lists the statement formats it imports, including CSV, OFX and QIF, and where to start the import.
- ProperSoft: Import a CSV file into XeroA third-party guide to the Date, Amount, Payee, Description and Reference columns that Xero maps on import.
- QuickBooks Help: Manually upload transactions into QuickBooks OnlineShows how a CSV, QBO, QFX or OFX file is uploaded in QuickBooks Online.
Made and checked by the FileXL Team
This bank statement converter is built and maintained by the FileXL Team, the people behind the FileXL file sharing service. We test it on many statement layouts, we check the Excel, CSV and QuickBooks files with standard spreadsheet and OFX tools, and we review this page and update it when browsers or the QuickBooks formats change. Layouts differ between banks, so always compare the result with your statement. Last reviewed 13 November 2026. Read more on the about page.
- Found a problem or have an idea? Open the feedback form
- Author: FileXL Team
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