Actual Budget CSV converter
Bank statement to Actual Budget CSV
Upload any bank statement PDF. Get a CSV ready for Actual Budget — Date, Payee, Notes, Category, Amount — compatible with Actual's CSV importer.
How it works
Three clicks from PDF to Actual Budget
Upload your bank statement
PDF, JPG, or PNG. Works with any bank worldwide, up to 10MB per file.
Download the Actual CSV
AI reads every transaction and outputs an Actual-compatible CSV with signed amounts and clean payee names.
Import in Actual Budget
Open the account in Actual → click the import icon → upload the CSV → map the columns (Date → Date, Payee → Payee, Amount → Amount) → review and save.
Why this matters
A clean CSV that Actual Budget accepts the first time
Compatible with Actual's CSV / OFX importer
Actual's import supports CSV, QIF, OFX, and CAMT. Our CSV column names map cleanly onto Actual's field picker so import takes under a minute.
Signed Amount convention
Expenses negative, deposits positive — matches Actual Budget's standard. No post-import sign flipping.
Works for self-hosted and managed Actual
Same CSV format works whether you run Actual on your own server or use the hosted service at actualbudget.org.
Great for migrating from YNAB or Mint
Export old bank statements as PDFs from your previous bank and get them into Actual fast — without paying for YNAB just to export.
More than just categories
Real financial clarity from your bank statement.
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Potential monthly savings
$227/mo
Potential monthly savings
$227/mo
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Analyze your own statement
Upload a PDF, get your full report in 30 seconds.
Pricing
See where your money goes
Upload a statement and get answers in seconds. No card required.
- 1 analysis per month
- Up to 50 transactions
- Auto-categorized spending
- Visual spending charts
- Export to CSV & Excel
- 500 pages per month
- Up to 100 transactions
- Everything in Free
- Find forgotten subscriptions
- AI spending insights
- 12-month history
- Everything in Basic
- Unlimited pages
- Unlimited transactions
- Smart receipt scanning (5/mo)
- Priority support
FAQ
Actual Budget CSV converter —
questions & answers
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