Credit card statement to Excel
Credit card to Excel
Upload a credit card PDF — get a clean spreadsheet with AI categories for every transaction .
What the Excel export looks like
A clean 4-column spreadsheet — opens instantly in Excel, Google Sheets, or Numbers. Every transaction categorized by AI.
How it works
Three steps to a categorized spreadsheet
Upload your credit card PDF
Download your statement PDF from your card issuer's website and drop it here. Scanned paper statements work too.
AI extracts & categorizes
Every transaction is extracted — date, merchant, amount — and assigned one of 19 spending categories automatically.
Download Excel or CSV
One click exports a formatted spreadsheet — ready for Excel, Google Sheets, QuickBooks, or your accounting tool.
Why use us
Manual download vs our converter
AI categorization
Every transaction categorized automatically
Your bank's CSV export gives you raw transaction data — no categories, no structure. Our AI reads each merchant name and assigns one of 19 spending categories: Dining, Shopping, Travel, Groceries, Subscriptions, and more.
This means your Excel file is ready to use immediately — no manual tagging needed. Sort by category to see where your money goes, or pivot by month to track spending trends.
Who converts credit card statements
Anyone who needs their credit card spending in a spreadsheet.
Personal budgeting
See where your money goes each month — categorized and sortable in Excel.
Business expenses
Track business credit card spending by category for bookkeeping or tax prep.
Tax preparation
Give your accountant a categorized spreadsheet instead of a stack of PDFs.
Subscription tracking
Spot all recurring charges on your card — streaming, software, memberships.
Why convert your credit card statement to Excel
Most card issuers let you download a basic CSV — but it's just raw data with nospending categories, inconsistent merchant names, and no structure. Our converter takes your credit card statement PDF and produces a formattedExcel filewith every transaction categorized — ready to analyze.
It works with every majorcard issuer— Chase, American Express, Capital One, Citi, Discover, Barclays, HSBC, Apple Card, and 500+ more worldwide. Whether the PDF was downloaded from your online portal or scanned from a paper statement, AI extraction handles both.
For business owners, this turns monthly credit card reconciliation from a manual chore into a 30-second upload. Upload your statement, download a categorized spreadsheet, and hand it to youraccountant or bookkeeper. No more re-typing charges or manually sorting expenses by category.
Secure
Your PDF is processed in memory and never saved to disk. All data is encrypted in transit.
Private
We never sell or share your financial data. Anonymous uploads are auto-deleted after 7 days.
Transparent
No hidden fees, no account required. Try it without an account, or create a free account for 1 analysis per month.
Pricing
See where your money goes
Upload a statement and get answers in seconds. No card required.
- 1 analysis / month
- 50 transactions per document
- Auto-categorized transactions
- Money flow visualization
- Export to CSV, Excel, QIF, OFX & QBO
- 500 pages / month
- 100 transactions per document
- Everything in Free
- AI savings advisor chat
- Find hidden subscriptions
- 12 months history
- Everything in Basic
- Unlimited pages
- Unlimited transactions per document
- 5 image recaps / month
- Priority support
FAQ
Credit card to Excel — FAQ
Ready?
Upload one statement.
Get the full picture.
No credit card. No account. Drop a PDF and see every transaction categorized in 30 seconds.
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