Convert Credit Card Statements to Excel

Credit card statements contain purchases, payments, returns, interest charges, fees, and rewards activity. They follow a billing cycle format that differs from checking accounts. StatementVision extracts every line item from your credit card PDF statement and converts it into a structured Excel spreadsheet ready for expense tracking, bookkeeping, or tax preparation.

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How These Statements Work

Transactions are grouped by billing cycle with a statement opening date, closing date, and payment due date.

Each statement shows the previous balance, payments received, new charges, interest charged, and the new balance.

Minimum payment amount and late payment warnings are included per regulatory requirements.

APR and interest charge breakdowns may appear for purchases, balance transfers, and cash advances separately.

Transactions often include the merchant name, location, category code, and posting date which may differ from the transaction date.

What StatementVision Extracts

Purchase categorization that sorts transactions into spending categories like travel, dining, shopping, and subscriptions.

Payment tracking that identifies your credit card payments and maps them against statement balances.

Interest and fee identification that separates finance charges, annual fees, late fees, and other costs from regular purchases.

Merchant analysis that provides a breakdown of where you spend the most across all your statements.

Spending trend analysis that highlights month-over-month changes in your credit card usage.

Frequently Asked Questions

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Upload your statement PDF and get a categorized Excel export plus visual dashboard in seconds.

Upload Statement — $2.99