Bank Statement Converter for Personal Finance

Built for individuals managing personal finances. Convert bank statement PDFs to categorized Excel exports and visual dashboards in seconds.

Upload Statement — $2.99

The Problem

No clear picture of where money goes each month makes it impossible to budget effectively

Subscription creep adds up silently as forgotten recurring charges pile onto credit cards and checking accounts

Budgeting apps require linking bank credentials, which raises security and privacy concerns

Manually entering transactions into a spreadsheet is tedious enough that most people give up after a month

Without merchant-level detail, broad category totals like 'shopping' don't reveal actionable insights

How StatementVision Helps

Upload your statement PDF and get a full spending breakdown without linking your bank account

Recurring charge detection lists every subscription and repeated payment so nothing stays hidden

Merchant-level analysis shows exactly which stores and services are getting the most of your money

Instant Excel export gives you a personal finance spreadsheet without any manual data entry

Category-level spending summaries help you set realistic budgets based on actual past behavior

Key Features for Individuals managing personal finances

Spending breakdown by category with visual charts

Recurring charge and subscription detection

Merchant-level spending analysis and ranking

Excel and CSV export for personal spreadsheet tracking

No bank login required, just upload a PDF

Month-over-month comparison when uploading multiple statements

I finally have a clear picture of my spending without having to hand my bank login to an app. I found $180 in monthly subscriptions I didn't even remember signing up for.

— Verified Individuals

Frequently Asked Questions

Ready to Save Hours?

Upload your first bank statement and see why individuals managing personal finances love StatementVision.

Upload Statement — $2.99