How do I convert bank statements for taxes?
Convert each statement to Excel or CSV, then sort and total the transactions to tally income and deductible expenses — far faster than typing them in by hand.
At tax time you usually need transactions in a spreadsheet you can categorize and total. Convert each PDF statement to Excel or CSV, then filter by description to group expenses.
Each row arrives with a starting category, and the balance check helps ensure no transaction is missing before you file.
Working with an accountant? Hand them the clean spreadsheet, or use the QuickBooks/Xero exports. This is a data-conversion tool, not tax advice — confirm categories with your accountant.
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PDF, scan, or phone photo — any bank. Exports to Excel, CSV, QBO, or OFX.
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