Bank Statement Converter

Bank Statement Converter是什么？

Drop a PDF bank or credit-card statement and get back a clean spreadsheet of every transaction. The parser auto-detects the bank from the statement text and pulls out the date, description, amount, and running balance. Categorization is automatic using keyword rules that cover common merchants (groceries, restaurants, gas, subscriptions, transfers, etc.) — override individual categories in the table before exporting.

All processing is local. The PDF is parsed in your browser using pdf.js; the data never leaves your device. The site has no upload step, no server, no analytics on what you upload. Verify by opening DevTools → Network and parsing a statement — the only requests are the static assets that make up the page itself.

Export to the format your finance app expects. CSV is the universal default and opens in Excel, Google Sheets, Numbers, and LibreOffice. JSON keeps the full transaction shape (including running balance). QIF is the Quicken Interchange Format supported by GnuCash, Wave, and most legacy personal-finance apps. OFX is the standard for downloaded bank histories and works with GnuCash, Moneydance, and Microsoft Money.

使用方法

1. 1

   Drop your PDF

   Click the upload area or drag a PDF onto it. Works with checking, savings, and credit-card statements.

2. 2

   Confirm the bank template

   The parser auto-detects the bank from the statement text. If the result looks wrong, pick a different template from the dropdown and re-parse. Use "Generic" as a last resort — it uses a loose pattern that matches most text-based PDFs but may need manual cleanup.

3. 3

   Review the preview

   Every parsed transaction shows up in a table with date, description, amount, category, and (if available) running balance. The summary at the top shows total income, total expenses, and net. The running-balance check at the bottom of the summary flags any row where the parsed balance does not match the previous balance plus this transaction — a sign the wrong template is in use.

4. 4

   Export

   Pick CSV for spreadsheets, JSON for programmatic use, QIF for Quicken / GnuCash, or OFX for Moneydance / Microsoft Money. The file is generated in your browser and downloaded directly — no upload, no server.

常见问题

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