Convert transactions to an Excel compatible format

To work with your bank or credit card transactions as a spreadsheet in software like Excel or Google Sheets or Open office, the transactions must be in CSV or Excel (XLS or XLSX) format.

Extracting transactions from PDF files

PDF files are great to view and print transactions, but suitable for printing or archiving statement. PDF files are not to work with as spreadsheet or import into accounting software like Quickbooks or Quicken or Xero. To extract transactions from PDF files downloaded from your bank, use PDF2CSV converter. The converter is designed to look for transaction details only, leaving other details from the documents. Unlike other 'generic' PDF text/table extractors saving all details into Excel file, PDF2CSV target transactions only leaving the 'noise' behind.

Extracting transactions from OFX, QFX, QBO, QIF files

OFX, QFX, QBO, QIF formats are great to store transaction details and import into accounting software. Many accounting products prefer to work with these formats as they provide only one way to store transaction details, so there are less errors in parsing these files. However, for human beings, these formats are not good to view, read or work with. Use converters like OFX2CSV, QFX2CSV, QBO2CSV, QIF2CSV or Bank2CSV to view OFX/QFX/QBO/QIF file and convert transactions to CSV or Excel format.

Reformatting CSV/Excel files into specific layouts

Some CSV files like PayPal transaction downloads or Stripe transaction export have too many columns to work with. When usually details like date, amount, description, check number are needed, such CSV files have many other details. When you try to import such CSV files into Xero or Quickbooks Online/SelfEmployed or Quicken for Mac or other accounting software 'supporting' CSV import, the software often refusing to import such CSV files.

CSV2CSV converter is designed help you extract required transaction details and create a new CSV file ready to import into specific accounting products demanding certain CSV layout (or column order or column names).