Convert a bank statement PDF to CSV

Upload a PDF or scanned statement and download a CSV file. The file uses the published header row below.

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LedgerBox CSV · columns

5 columns

date: The transaction date, resolved from the statement period when the row prints only a month and a day.
description: The description as printed, collapsed onto one line.
debit: Money out, positive, blank on a row that is money in.
credit: Money in, blank on a row that is money out.
balance: The balance after the row, blank when the statement prints none.

Header row, as written

date,description,debit,credit,balance

Merged across several documents

source_document,date,description,debit,credit,balance

Approve the document. Select CSV and download the file. The free trial includes the LedgerBox CSV export.

How to get the file

Upload the document

Upload up to 20 supported financial documents. LedgerBox creates a separate document for each file.
Review and approve it

Compare each field with the source document. Review each flagged value. Approve the document when the rows are correct.
Download the CSV

Select the CSV layout for the document type. Select multiple documents to combine their rows in one file.

Wondering which columns your document type produces? Every document type LedgerBox reads

The other files this export writes

Depending on the document type, more than one file is on offer: LedgerBox CSV, Line items CSV, Table CSV, Rows CSV, Summary CSV, and Realized gains CSV. The ones with a fixed header row publish it. The ones whose columns come from the document type say what decides them, rather than print a row that would be wrong for half the types.

Realized gains CSV · columns

9 columns

symbol: The security's symbol, as printed on the statement.
description: What was sold.
quantity: Units sold.
acquired_date: When the lot was acquired, keeping the printed year even when it is years earlier than the statement period.
sold_date: When the lot was sold.
proceeds: Sale proceeds.
cost_basis: Cost basis.
gain_loss: Proceeds minus cost basis, checked against the printed figure before the document can be exported.
term: The holding term, last in the row so part I and part II split with one filter.

Header row, as written

symbol,description,quantity,acquired_date,sold_date,proceeds,cost_basis,gain_loss,term

Merged across several documents

source_document,symbol,description,quantity,acquired_date,sold_date,proceeds,cost_basis,gain_loss,term

Line items CSV

One row per extracted line.

The columns come from the document type's own export columns, so an invoice's lines and a pay stub's earnings do not share a header row. Each row names its record type.

Table CSV

One row per table row.

The columns are named from the header row LedgerBox detected in the document, applied across every page, so a table that spans three pages exports as one sheet.

Rows CSV

Every extracted row, whichever record type it is.

The columns come from the document type's record types rather than a fixed header row, and each row names which type it is. A merchant statement writes its fee lines and its card-brand volumes into one file, so the fees that reconcile against the printed total sit next to the volume they were charged on.

Summary CSV

One row per document.

The columns are the document type's summary fields in registry order, so a W-2 reads in box order and a stack of forms lands as one table.

Import notes

Review the file limits and import requirements.

Debits and credits stay in separate columns

Money out lands in the debit column as a positive figure and money in lands in the credit column, and a row only ever fills one of the two. A single signed amount column is available too, as the QuickBooks 3-column CSV.

The transaction layout is fixed, the others are not

Bank and card statements use the five columns above. Line item, table, and summary CSVs use the columns for their document type.

A merged export names its source

Export several documents at once and the file gains a leading source_document column with each document's title. A quarter of statements then reads as one table you can filter, rather than three you have to line up by hand.

CSV export FAQ

What columns does the LedgerBox CSV have?

For bank and card statements: date, description, debit, credit, balance. Money out fills the debit column, money in fills the credit column, and the balance column carries the balance after the row, left blank when the statement prints none.

Why do invoices and receipts have different columns?

Because their rows are different things. A statement row is a transaction; an invoice row is a line item with a quantity and a unit price, and a pay stub row is an earning or a deduction. Those CSVs take their columns from the document type rather than forcing every type into one shape.

Can I get one CSV for several documents?

Yes. Select the documents and export once, and you get a single file with a leading source_document column naming which document each row came from. The QuickBooks QBO file is the one export that cannot merge, because it declares a single account and period.

See the columns on your own documents.

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Available and planned export formats. See all thirteen, grouped