Turn a Statement PDF into an Accounting-Ready CSV
Most accounting software imports bank activity from a simple CSV: a date, a description and an amount, sometimes split into money in and money out. Getting the columns and formats right saves a failed import.
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
- Drop the statement PDF on the converter and review the preview.
- Choose the export layout that matches your software, or Standard columns.
- Open the CSV and confirm the date format matches what your software expects.
- Import the CSV into your software and review the imported rows there.
Good to know
One amount column or two
Some software wants a single signed amount; others want separate debit and credit columns. Pick the layout that matches, and do not mix the two in one file.
Date formats
Day-first and month-first dates look the same for the first twelve days of a month. Check a date after the 12th to be sure your software read them the right way round.
Import a small file first
Try a single month before importing a full year. It is much easier to undo a small mistake.
Questions
Are the accounting layouts free?
Yes. All export layouts are free. Pro adds extra Payee, Category and Category source columns.
Does it connect to my accounting software?
No. You download the file and import it yourself.
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.