Bank Statement PDF to Excel for Landlords and Rental Records
Landlords: convert bank statement PDFs to Excel to track rent, repairs and costs by property. Runs in your browser. Not tax advice.
Converts text-based PDF bank statements to CSV or Excel in your browser. Your file is never uploaded. Always review the output before using it.
Steps for landlords
- Download the statement for the account your rent goes into as a PDF (scanned PDFs aren't supported).
- Add the file to the converter at the top of this page. Several PDFs can go in together.
- Confirm each tenant's rent shows up once per month.
- Set Export layout to Standard columns (QuickBooks, Xero and YNAB layouts are free as well), choose Download Excel, then add a Property column.
What the file looks like
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2026-04-01 | Rent Unit B | 1475.00 | |
| 2026-04-15 | Water bill | -83.60 | |
| 2026-04-20 | Lawn service | -120.00 |
Sample rows, Standard columns setting.
Excel notes
- Amounts are signed numbers (negative for money out), so SUMIF, pivot tables and filters work on them right away.
Why it fits landlords
If your rentals share an account with anything else, the statement mixes it all together. In Excel you can add a Property column and see each unit's rent and costs side by side.
Many landlords track each property's income and costs on separate tabs, with a summary of rent received, repairs, insurance, utilities and management fees. Converted statement rows drop straight into those tabs once you've added a Property column.
Tip: Create a Property column and a Tenant column, then filter by property each month to confirm every rent payment arrived.
Questions
Can I track late rent with this?
The spreadsheet shows when each deposit arrived, so you can compare dates with your lease terms. RowSmith doesn't track tenants for you.
Does it work with a separate rental account?
Yes. Any text-based statement with a transaction table works. A dedicated account makes the rows cleaner to sort.
How do I split a cost shared by two units?
Duplicate the row, halve the amount on each copy and tag each with its unit. Note the original amount so the total still ties to the statement.
RowSmith is an independent tool and is not affiliated with any bank or software company named on this page.
Converting is free. RowSmith Pro ($9/month or $59/year) adds suggested Schedule C categories, saved cleanup rules and monthly category totals.