Drop in a PDF statement. Get its transactions as CSV, Excel, or a .qbo or .qfx file made for QuickBooks and Quicken to import. It all happens in your browser, on your computer: the statement never leaves it.
No account. No upload. No subscription. Made for a computer, not a phone. Tested in Chromium browsers (the family of Chrome, Edge and Brave).
Money in and money out in separate columns or one. Dates with no year. Descriptions that run over three lines. Balances printed once a day. Sections for deposits and withdrawals. US, UK, Australian and German styles.
The rows it reads are added up against the opening, closing and running balances the statement itself prints. You see “Adds up”, how far out it is, or that the statement prints no balances to check against. Rows that don’t fit are highlighted.
Every amount is taken from the text of the PDF, digit for digit, not read off a picture. Where the statement leaves something out (a year, or whether money came in or went out), the converter tells you what it assumed so you can correct it.
Many converters have you upload your statement to their servers. That file holds your name, address, account number and a month of your life. Here nothing is sent to a server: the page does the reading itself, in your browser.
You don’t have to take that on trust:
Disconnect from the internet (Wi-Fi off, or cable out) once the converter has loaded, and use it. It works the same.
Watch the network. Open your browser’s developer tools (press F12, or Option+Command+I on a Mac), choose Network, and convert a statement. Nothing is sent.
Read the rule the browser enforces. The converter’s page carries a security policy with connect-src 'none'. That is the browser itself blocking the page from fetching or sending anything in the background. The only way out of the page is a link you click.
The full version goes one step further: it is a single file on your own disk. Open it any time, with no internet at all.
$0
$24 once. No subscription.
Many converters charge by the page or by the month. This one is yours after one payment.
What you get: one file, Offline Statement Converter.html (about 2 MB). Save it anywhere and double-click it: it opens in your web browser. One purchase is for one person or one business. Fixes and new versions are free: download the newest copy from your Gumroad library.
Try it: that is what the free version is for. It reads the whole statement and tells you how many transactions it found and whether they add up to the statement’s own balances, before you pay anything. It works from the layout rather than from a list of banks. It has been tested on sample statements in US, UK, Australian and German layouts and on a small number of real ones, not on every bank, and banks lay statements out in thousands of ways. So try yours free before you pay.
One file, Offline Statement Converter.html. Download it, save it anywhere, and double-click it: it opens in your web browser, like a page that lives on your own computer. Nothing is installed. It is made for a desktop or laptop, not a phone or tablet.
Refunds are given for one reason: the converter cannot read your bank’s statements. Before you buy, try the free version on your own statement; it shows whether the statement is read and adds up. If you bought the full version and it does not read your bank’s statements, reply to your receipt email within 14 days of buying, with the bank’s name and a screenshot of what the converter showed (black out your details), and you get a full refund. There are no refunds for any other reason, including a change of mind or having finished the job, because you can check it on your own statement for free first. This does not affect any rights you have under consumer law.
No. It reads the text inside a PDF, which is what you get when you download a statement from your bank. A scan or a photo is a picture with no text in it, and it tells you so if you give it one.
Click it and fix it: dates, descriptions and amounts can all be changed, and rows deleted, before you save. The “Adds up” line is worked out again as you go.
It is written to the Web Connect format QuickBooks imports. QuickBooks only accepts a file that names a bank from Intuit’s list by its number, so the converter fills in the usual stand-in, 3000, and lets you change it. That is a large US bank’s number, so QuickBooks may show that bank’s name while importing; your transactions are unaffected. Import a small file first to see that your version of QuickBooks takes it.
If you bought the full version, reply to the receipt email from your purchase. Anyone can also report a problem at github.com/AfterDuskAu/offline-statement-converter/issues. Please don’t post a real statement there: describe the layout, or black out your details first.
It is typed into the page, used to open the file on your computer, and not kept or sent anywhere.
No. It moves your figures from one format to another. Check them against the statement, as you would with any tool.