Guides: converting bank statements

Plain, step-by-step guides for getting transactions out of bank and card statements and into your accounting or budgeting software. Each guide starts with what you can do yourself, for free, and only then explains where Balanced, the Mac app we make, can make it faster.

Convert a statement

• Convert a PDF bank statement to CSV
• Convert a PDF bank statement to Excel
• Convert a PDF to OFX
• Convert a PDF to QIF for Quicken
• Convert a PDF to QBO for QuickBooks

Import into your software

• Import a PDF bank statement into Xero
• Import a PDF bank statement into YNAB
• Import a bank statement into Actual Budget
• Bank statement to Beancount

Getting it right

• Why converted statements don’t add up
• A private bank statement converter for Mac
• ProperConvert alternative for Mac
• DocuClipper alternative for Mac

Specific banks

• Chase statement to Excel or CSV
• Bank of America statement to Excel
• Apple Card transactions export

By Kayabyte. Questions or corrections: support@kayabyte.dev.