Accepted files: PDF, PNG and JPG. Maximum file size: 10 MB. PDF page limit: 5 pages. Output fields: Date, Description, Debit, Credit and Balance. Exports: Excel/XLSX and CSV. Statement processing: browser-side, for supported clear English transaction tables.
The download contains transaction rows you can inspect and work with. It does not reproduce the bank's page design, logos or account summary, and it does not certify that every recognized character is correct.
Prepare a scan that can become a transaction table
Check that the date, description and every amount column are visible on each page. A cropped right edge can remove balances; a fold or shadow can obscure a decimal point. Straighten an angled photo and use a clearer source if the text is blurred. Preparation improves readability but cannot make an unsupported table layout compatible.
Choose a PDF, PNG or JPG no larger than 10 MB. PDFs are limited to five pages per file. The current workflow supports clear English tables with separate Date, Description, Debit, Credit and Balance headings. Password-protected PDFs must be unlocked on your device first. Handwritten entries and unfamiliar layouts are outside the supported workflow.
What the downloaded Excel workbook contains
The XLSX has a Transactions worksheet. Each recognized transaction occupies one row under Date, Description, Debit, Credit and Balance. Monetary values are numeric cells with two-decimal formatting; an unused debit or credit cell stays blank. Dates without a year stay yearless; check date interpretation against the scan before sorting.
This output is useful for reviewing rows, sorting a working copy or adding your own checks. It is not an automatic reconciliation, a replica of the scanned page or a ready-made import for every accounting product. Keep the original statement alongside the workbook so each row remains traceable to its source.
Convert the scanned statement and download XLSX
- Open the converter and sign in. Create and verify an account if needed. One successful conversion is free, with no card required; further conversions use purchased pages.
- Select the scan. Choose your supported PDF or image. The file is processed locally in the browser; statement contents are not uploaded.
- Choose Excel and convert. The first scan conversion may need to download the recognition model. Keep the tab open while the progress indicator runs.
- Review the five-column preview. Compare the recognized transactions with the source before exporting. Investigate warnings instead of assuming a completed conversion means an accurate result.
- Download Excel. Open the XLSX and verify the saved workbook. If the browser does not start a download, use the visible save link or the available Save / share file control.
Check the saved workbook before using it
Use the fictional sample to learn the workflow: the expected result is three transactions and an ending balance of 2,295.50. That check demonstrates one supported example, not coverage of every bank or scan quality.
For your own scan, compare every exported row with the original, including dates, descriptions, decimal places and whether money belongs in Debit or Credit. Check for missing or repeated rows at page boundaries. A matching ending balance alone cannot prove that all intervening transactions were recognized correctly.
If you intentionally select only some PDF pages, treat the output as a partial export. Keep that page range with the workbook and do not describe it as the complete statement. Preserve the original download before making spreadsheet edits, and keep downloaded files in a location appropriate for your data.
If Excel output is missing or incorrect
If conversion stops, review the file limit, scan readability and column layout. A single signed Amount column is not interchangeable with the supported Debit and Credit layout. Try a clearer scan when characters are unreadable; use another method or manual entry when the structure is unsupported. Do not change amounts merely to make a balance check pass.
If the table is ready but XLSX cannot be saved, try the save link or another browser download method. CSV is also available for the same reviewed rows, but it will not repair an OCR error. Correct recognition must come before choosing an export format.
Compare the fictional Excel output example with your preview to understand the column layout. For PDF row selection and verification, follow the transaction extraction workflow.