Convert Bank Statements to Excel Without Retyping

Upload a statement and StackExtract reads the transaction activity off the page, then presents it as rows you can work with rather than as copied text. Where the statement prints them, each row carries its date, its description, its amount and its running balance.

What appears depends on what the statement actually prints. Institutions lay statements out differently — some show a running balance on every line, some only at period boundaries, some separate debits and credits into their own columns. StackExtract reads the document in front of it rather than forcing every bank into one shape, which is why the review screen exists.

Every extracted cell is editable before anything is exported. Where a check has found something that does not line up, the row is flagged so you look at it rather than discovering it later in a reconciliation.

On a bank statement the main check is arithmetic: opening balance, plus credits, minus debits, against the closing balance the statement itself prints. That only runs when the statement supplies the figures it needs. Where it does not, StackExtract says the check could not run rather than reporting a pass — a check that could not run and a check that passed are different facts.

Each row also carries the outcome of the checks that could be run against it, so the review is directed rather than a re-read of the whole statement. Where a row could not be checked against anything — because the statement prints no balance beside it — it says so rather than showing a pass it has not earned. That distinction is the point of the review screen: a figure nothing could verify and a figure that verified are different states, and collapsing them would make the green ones meaningless.

Nothing is silently corrected. Where the figures on the statement disagree with each other, both are shown as printed and the row is flagged rather than reconciled on your behalf — a tool that adjusted a number to make its own check pass would be removing the evidence you needed.

The statements that need converting are usually the ones a bank feed cannot supply. Months that predate the connection, accounts that have since been closed, a client who sends a folder of PDFs, a feed that reaches back ninety days when the work needs a year.

StackExtract turns those documents into reviewed rows. It does not do the bookkeeping — the categorising, the coding and the judgement stay with you. What it removes is the retyping between a PDF and a spreadsheet you can actually work in.

XLSX is the default when the next step is reading and checking the data yourself: it opens in Excel with the columns intact and the accented characters preserved.

CSV is there when something downstream needs to consume the rows. For bank statements specifically there is also a QuickBooks-ready CSV — a file shaped for that import workflow. It is a file you download and import, not a connection to your accounting software.

Edits you make survive the export. Correct a description on screen and the corrected version is what lands in the file, so the reviewed result is the artefact rather than a copy you have to fix twice. Accented characters survive it too, which matters more than it sounds: a payee name with a tilde in it that arrives mangled in Excel is a row somebody has to retype.