How to Convert a Credit Card Statement to CSV or Excel
To convert a credit-card statement to CSV or Excel, upload the statement PDF to a converter that extracts each charge and payment into rows of Date, Description, Amount, and Category. Download the CSV and open it in Excel or Google Sheets. This captures every line item, including fees and interest, without retyping.
How card statements differ
Credit-card statements list charges as positive amounts and payments/credits as negatives, often with a running list of merchants, fees, interest, and rewards. They tend to be denser than bank statements and frequently arrive as scanned or download-only PDFs, which makes clean extraction harder by hand.
Get every line, correctly signed
An automatic converter reads the full statement and returns a categorized CSV where charges and payments are signed consistently, so your spending totals are correct. That matters for expense reports, tax deductions, and reconciling the card against your books. Merchant names are cleaned up so similar charges group together.
Step by step
- Upload the statement. Drop your credit-card statement PDF into the converter.
- Extract the charges. Every charge, payment, fee, and credit is read and categorized.
- Download the file. Download the CSV and open it in Excel or Google Sheets.
FAQ
Does it capture interest and fees too?
Yes. Every line on the statement is extracted, including interest, fees, and credits, so your totals reconcile to the statement.
Can I use this for expense reports?
Yes. A categorized CSV is ideal for expense reports and tax prep — you review the categories and drop it into your spreadsheet or accounting tool.
Keep reading
- How to Convert a PDF Bank Statement to Excel (or CSV)
Three ways to turn a PDF bank statement into an Excel/CSV spreadsheet — copy-paste, Excel's PDF import, and an automatic converter — with the pros and cons of each.
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.
- How to Categorize Business Expenses for Taxes
A practical guide to categorizing business transactions from your bank statements so tax time is painless — and how to get a pre-categorized CSV to start from.
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.