StatementToExcel Open Tool

Expense Report to Excel

Filing for reimbursement or building a monthly expense report? The receipts live inside your bank and card statement PDFs. Convert them to Excel or CSV, filter for the charges you need, and submit a clean report instead of a stack of screenshots. Free tier, no account required.

How to build an expense report from statements

  1. Download the relevant bank or card statement as PDF.
  2. Convert it with the converter — everything parses locally in your browser.
  3. In the spreadsheet, filter the description column for the vendors or categories you're claiming.
  4. Copy the filtered rows into your report template, or export the CSV and total the amounts with a SUM.

Why this beats manual entry

Build your expense report now

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Frequently asked questions

Is it safe to upload my bank statement?

Yes. Conversion runs locally in your browser - your PDF and the extracted data are never uploaded to a server or stored.

Do I need to create an account?

No. The free tier needs no signup. Just open the tool, upload your PDF, and export the result.

What output formats are supported?

You can export to Excel (.xlsx) and CSV. Both are free and work with Excel, Google Sheets, and any spreadsheet app.

Does it work with scanned (image-only) PDFs?

Text-based PDFs are parsed instantly. Scanned statements are handled by an optional AI mode that recognizes the printed text.

Which banks are supported?

Chase, Bank of America, Wells Fargo, Citibank, Capital One, US Bank, and hundreds more - any statement with a readable transaction table.

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