Convert a Savings Account Statement PDF to CSV
Savings statements are short, but the few rows they have matter: interest earned, transfers in and out, and any fees. A CSV makes it easy to track interest across the year.
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
- Download each savings statement PDF you need, for example all twelve months of a year.
- Drop them on the converter together; they are combined into one table.
- Filter the description column for interest rows.
- Download the CSV and total the interest rows.
Good to know
Interest for the year
Interest is usually a single row per month. Totalling those rows gives a quick figure to compare with the year-end tax form your account provider issues. Use the official form for filing.
Quarterly statements
Some savings accounts send statements every quarter instead of monthly. Four PDFs then cover the year.
Very short statements
A month with no activity may have no transaction table at all, only a balance. That is normal and the preview will simply be empty for that file.
Questions
Is the interest total official?
No. It is your own sum of the rows. Use the tax form from your account provider for filing.
Can I mix savings and checking statements?
Yes, but add a column noting which account each row came from so transfers between them are easy to spot.
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.