Bank statement Transactions

Turn bank statement transactions into a clean spreadsheet.

Upload a statement PDF, scan, or photo. CleanTably organizes visible account details, transaction dates, descriptions, amounts, and balances into editable rows.

Start with one statement

Drop a statement

We’ll organize the visible transactions and balances.

PDF · PNG · JPG · up to 5 MB

Statement output

Transaction rows you can review

Check account details, transactions, and balances before download.

Your statement transactions will appear here

Upload a statement to preview the extracted spreadsheet.

Bank statement to Excel

Review transactions without retyping them.

The statement converter separates account-level information from the transaction rows that usually need the most manual work.

Capture the statement

Keep visible institution, account, period, currency, and balance details together.

Structure transactions

Turn dates, descriptions, debits, credits, and balances into reviewable rows.

Follow multi-page tables

Preserve transaction sequences that continue across pages when the source is readable.

Typical statement fields

The columns you expect to work with.

Actual columns depend on what is visible in the uploaded statement; transaction amounts are structured as debits or credits when the document makes that clear.

Institution Account holder Account number Account type Period start Period end Currency Opening balance Closing balance Date Description Transaction type Amount Balance Notes

Questions

Statement conversion, clearly explained.

What the bank statement workflow accepts and how transactions are organized.

Can I convert a bank statement PDF or scan?

Yes. You can upload bank statement PDFs, PNG images, JPG files, and scans up to 5 MB.

Which statement fields are extracted?

The output depends on the statement, but it can include visible institution and account details, statement dates, opening and closing balances, deposits, withdrawals, transaction descriptions, amounts, and balances.

What format is the result?

CleanTably generates an editable .xlsx spreadsheet and shows the extracted statement and transaction rows in the browser for review.