Convert Checking Account Statements to Excel
Checking account statements are the most common type of bank statement. They include deposits, withdrawals, check payments, ATM transactions, direct deposits, bill payments, and debit card purchases. StatementVision accurately extracts every transaction from your checking account PDF and converts it into a clean, organized Excel spreadsheet.
Upload Statement — $2.99How These Statements Work
Transactions are typically listed with date, description, and amount columns, sometimes split into separate debit and credit columns.
A running daily balance is usually shown after each transaction or at the end of each day.
Check payments include the check number alongside the payee and amount.
Direct deposits and ACH credits are labeled separately from cash or ATM deposits.
Transaction descriptions often contain merchant codes, reference numbers, and location details that vary by bank.
Monthly summaries at the top or bottom of the statement show totals for deposits, withdrawals, and fees.
What StatementVision Extracts
Transaction categorization that groups spending into categories like groceries, utilities, dining, and entertainment.
Income vs. expense separation so you can instantly see money in and money out.
Daily balance tracking reconstructed from your transaction history.
Recurring payment detection that identifies subscriptions, loan payments, and regular bills.
Merchant identification that cleans up cryptic transaction descriptions into readable names.
Frequently Asked Questions
Convert Your Statement Now
Upload your statement PDF and get a categorized Excel export plus visual dashboard in seconds.
Upload Statement — $2.99