Export a Year of Statements to One CSV
At year end you often need every transaction in one place. Converting twelve statements one by one is slow; dropping them together gives you a single table to sort, filter and total.
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 all statements for the year as PDFs and put them in one folder.
- Drop all of them on the converter at once. Combining many files into one table is free.
- Sort by date and check that each month is present, with no gaps at the start or end of a month.
- Download the combined CSV or Excel file.
Good to know
Check month boundaries
Statement periods rarely line up with calendar months. A statement ending on the 15th means January rows may sit in the December statement file. Sort by date and check for duplicates at the edges.
Year with no year
Some statements print dates without a year. Rows from late December and early January need extra care; see the guide on dates without a year.
Keep the PDFs
The CSV is a working copy. Keep the original statements with your records.
Questions
Is there a limit on how many statements I can combine?
No limit on the free plan.
Can I get one file per statement as well?
That is a Pro feature: one CSV or Excel file per statement, plus a Source file column in the combined file.
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.