Does this connect to my bank to retrieve transactions?

No. It processes the statement image you upload and does not request bank login credentials or access your bank account.

How do I check debit and credit signs in the Excel result?

Compare the source column headings and any minus signs or parentheses. Confirm the direction of each transaction before applying your own formulas.

Can I upload my bank's PDF statement on this page?

Use PDF to Excel for an existing PDF. This image workflow is for photographed, scanned-image or screenshotted statement tables.

Will the converter certify that the statement balances?

No. OCR can misread amounts or omit rows. Reconcile totals independently and retain the original statement for reference.

Why is a daily total in my History chart wrong?

The chart adds up the single column you chose across every saved row, so an opening balance, a closing balance or a page total in that column is counted too. Delete those rows from the table, choose the right Amount column, and check the line under How values will be read, which shows how many rows were counted.

Which date format should I choose for a statement?

Choose the order the statement prints: YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYYY, DD-MM-YYYY or DD.MM.YYYY. Read a date where the day is above 12 to be sure. A row whose date cannot be read is left out of the chart, and the panel counts those rows so you can see how many.

Does saving to History change the workbook I download?

No. History keeps a copy of the checked table in your account, while the .xlsx you download is built from the same grid. Edits you make in the grid before you save or download appear in both, and a table you remove from History does not delete a file you already downloaded.

Can I mix statements from different accounts in one collection?

Amounts in a collection are added together by date, so combine accounts only when you want one daily total across them and they share a currency. For separate totals, create one collection per account. Column names that differ from the collection are matched by position, so keep the layouts alike.

What does the duplicate warning mean when I save a statement?

The panel noticed that the same file or a table with the same contents was already saved, and it shows the date of that save. Choose Save anyway only when it is a different document, such as two genuinely identical pages, otherwise your daily totals will count the same transactions twice.

Do I have to sign in to use the History tab?

Yes. Saved tables belong to your account, so a signed-out visitor sees a prompt to sign in instead of the collection controls. Reading the statement into the grid and correcting it does not depend on History.

Bank Statement to Excel — Review Image Transactions — convert a bank statement photo into an Excel transaction sheet — After — Illustration: The bank statement transactions as an Excel spreadsheet on a laptop.

Bank Statement to Excel — Review Image Transactions — convert a bank statement photo into an Excel transaction sheet — Before — Illustration: The bank statement transactions as an Excel spreadsheet on a laptop.

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Image to Excel

Bank Statement to Excel — Review Image Transactions

Choose your image

Choose a statement image showing complete transaction rows

Extract a bank statement image into Excel transaction rows. Check dates, debit signs, references and balances against the source before using the XLSX.

Personal transaction categorization
Comparing statement entries with a ledger

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Bank statement to Excel: review transactions and chart daily totals

This bank statement to Excel page reads the transaction table from a statement photo, scan or screenshot into an editable grid and saves it as an .xlsx workbook. It is built for checking and reconciling, not for trusting blindly: you compare each line with the page, correct the cells that were misread, and only then export. Signed-in accounts can also keep checked statements in History and see daily totals.

Check each line against the printed balance

The Balance column is the quickest audit. Read down the Debit, Credit and Balance cells and confirm that each balance equals the one above it plus the credit or minus the debit. Where a line fails, the fault is usually a swapped digit or a lost minus sign, and the amber cells narrow the search. The workbook stores every value as text, so convert the amount columns to numbers in Excel before you add a formula that runs this check for you.

Fix the misreads that statements invite

Statement tables fail in predictable places. A description that wraps onto a second line can become its own row with an empty amount, so move the words up and delete the extra row. A photo that spans a page break can drop a repeated heading into the middle of the data, and a carried-forward line can look like a transaction. Remove those rows with the trash icon, use Add row when a transaction was skipped, and press Reset if an edit goes wrong.

Keep checked statements in History and chart daily totals

The History tab sits beside Source and Settings and works for signed-in accounts. Create a collection, choose the Amount column, the Date column and the Date format, and enter one currency, because amounts in a collection are added together. Tick the box that says you checked the table against the source, choose Save to history, and the chart adds up the amount for each statement date. The chart reads one column only, so pick Debit, Credit or a single Amount column on purpose, and never the Balance column, which is a position and does not add up.

Convert the statement and correct the grid.
Open History, then create or choose a collection.
Pick the Amount column, the Date column and the Date format.
Tick the checked box and choose Save to history.

Build one workbook for a month or a quarter

Once several statements are saved, set a From and To period and open the combined workbook. It stacks the saved tables and adds a Document date column and a Source file column to every row. Only tables marked as checked are included unless you tick Include unchecked tables. Delete opening and closing balance lines from each table before saving, or they are counted along with the transactions.

Before you reconcile in Excel

Photograph each page flat, with the date and balance columns fully in frame.
Keep the same column order on every statement you plan to combine, because saved tables are matched by position.
Keep one currency in each collection.
For a plain file to feed another program, export the same transactions as CSV.
If the statement is a PDF file instead of an image, read its tables with PDF to Excel.

Check statement transactions without manually entering every row

Read the transaction table from a bank statement photograph or scan image into Excel for manual reconciliation. Verify debit and credit columns, date order and running balances; a readable spreadsheet is not proof that the transcription is correct.

Personal transaction categorization

Prepare reviewed rows before adding your own budget categories. Confirm whether each amount is an incoming or outgoing payment.

Comparing statement entries with a ledger

Use the extracted references and amounts as a starting point for a manual match against records you already maintain.

Verify signs and dates before reconciling the worksheet

Select a statement image with transaction headings and the relevant balance context.
Verify every date, amount sign and reference; watch for descriptions wrapping onto another line.
Export the corrected workbook and reconcile it against the original statement.

Bank access, debit signs and balance-checking limits

Does this connect to my bank to retrieve transactions?: No. It processes the statement image you upload and does not request bank login credentials or access your bank account.
How do I check debit and credit signs in the Excel result?: Compare the source column headings and any minus signs or parentheses. Confirm the direction of each transaction before applying your own formulas.
Can I upload my bank's PDF statement on this page?: Use PDF to Excel for an existing PDF. This image workflow is for photographed, scanned-image or screenshotted statement tables.
Will the converter certify that the statement balances?: No. OCR can misread amounts or omit rows. Reconcile totals independently and retain the original statement for reference.
Why is a daily total in my History chart wrong?: The chart adds up the single column you chose across every saved row, so an opening balance, a closing balance or a page total in that column is counted too. Delete those rows from the table, choose the right Amount column, and check the line under How values will be read, which shows how many rows were counted.
Which date format should I choose for a statement?: Choose the order the statement prints: YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYYY, DD-MM-YYYY or DD.MM.YYYY. Read a date where the day is above 12 to be sure. A row whose date cannot be read is left out of the chart, and the panel counts those rows so you can see how many.
Does saving to History change the workbook I download?: No. History keeps a copy of the checked table in your account, while the .xlsx you download is built from the same grid. Edits you make in the grid before you save or download appear in both, and a table you remove from History does not delete a file you already downloaded.
Can I mix statements from different accounts in one collection?: Amounts in a collection are added together by date, so combine accounts only when you want one daily total across them and they share a currency. For separate totals, create one collection per account. Column names that differ from the collection are matched by position, so keep the layouts alike.
What does the duplicate warning mean when I save a statement?: The panel noticed that the same file or a table with the same contents was already saved, and it shows the date of that save. Choose Save anyway only when it is a different document, such as two genuinely identical pages, otherwise your daily totals will count the same transactions twice.
Do I have to sign in to use the History tab?: Yes. Saved tables belong to your account, so a signed-out visitor sees a prompt to sign in instead of the collection controls. Reading the statement into the grid and correcting it does not depend on History.

Convert an image to an Excel table you can check

For a photographed stock list, keep the column headings, product codes and units in the frame. A clear grid gives you a better starting point for an editable workbook.

Upload a sharp, straight-on image and select its language. Run the table reader, then review the extracted rows.
Check that product code, description, quantity and price occupy separate columns. Compare the first and last rows with the photograph to catch missing records.
Download the XLSX and open it in your spreadsheet app. Keep identifiers such as 00128 as text, quantities as numbers and uncertain cells marked for review.

A blank cell is not necessarily zero. If headings merge or a decimal is unclear, check the source or retake the photo before placing an order. The image contains displayed values, not the original spreadsheet formulas.

Check stock-list columns and leading zeros

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