Convert a Combined Statement with Several Accounts to CSV
Some providers send one PDF that covers checking, savings and other accounts together. Each account gets its own section and its own table, which needs a little care when you turn it into a CSV.
Your file is never uploaded. RowSmith reads text-based PDF statements in your browser. Scanned PDFs aren't supported yet. Always review the rows before you use them.
Open the free statement converter
Steps
- Open the PDF and note the account sections and their page ranges.
- Drop the PDF on the converter and check that rows from every section appear in the preview.
- Add an Account column and fill it in for each block of rows, using the section headings as a guide.
- Download the CSV, then filter by the Account column when you need one account alone.
Good to know
Transfers show up twice
A transfer from checking to savings appears as money out in one section and money in in the other. Once you have an Account column, you can match the pair and mark both as transfers.
Summary tables are not transactions
Combined statements often start with a summary of balances per account. Those rows are not transactions; delete them if they show up in the preview.
Need separate files?
The free Split CSV tool can break the combined CSV into one file per value in the Account column.
Questions
Does the converter detect the account for each row?
Not reliably. Add the Account column yourself using the headings in the PDF.
Is there a limit on pages?
No fixed limit; longer files just take a little longer to read in your browser.
Doing this every month? RowSmith Pro
Converting statements, including many at once into one table, stays free with no limit. Pro adds:
- A suggested Schedule C category on every transaction (a suggestion only; confirm with your own records or a tax professional).
- Saved cleanup rules to rename messy merchant text and set your own category every time, with an editor plus import and export.
- One CSV or Excel file per statement, plus a Source file column in the combined file.
- Monthly category totals as CSV or Excel.
- Extra Payee, Category and Category source columns in the accounting and Excel downloads.
$9/month or $59/year. Email us within 14 days of your first payment for a full refund, no questions asked.
This guide was written with AI assistance and reviewed against the converter's behaviour. Always review your output before using it.
RowSmith is an independent tool and is not affiliated with any bank or software company.
Converting is free. RowSmith Pro ($9/month or $59/year) adds suggested Schedule C categories, saved cleanup rules and monthly category totals.