How do I convert my bank statement to CSV?

Simply upload your PDF bank statement to our converter. Our tool will automatically detect tables and extract all transactions into a CSV file. The process takes just seconds and maintains 100% accuracy.

Is it safe to upload my bank statement?

Yes, your data is completely secure. We use bank-level 256-bit SSL encryption. Your files are processed in memory and never stored on our servers. Files are automatically deleted immediately after conversion.

What bank statement formats do you support for CSV?

We support PDF bank statements from virtually all banks worldwide. You can export to Excel (XLSX, XLS), CSV, and formats compatible with QuickBooks, Xero, and other accounting software.

How accurate is the data extraction?

Our advanced parsing technology achieves over 99% accuracy in extracting transaction data. We use intelligent table detection and OCR to capture all details including dates, descriptions, and amounts.

Is there a free trial available?

Yes! You get 1 free conversion after registration - no credit card required. This lets you test the accuracy before subscribing. Most users are convinced after the first conversion. Unlimited conversions available with monthly ($5.99) or annual ($59.99) plans.

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Convert Charles Schwab CSV to QBO (2026)

August 07, 2025•5 min read

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Convert Charles Schwab CSV → QBO

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«As a bootstrapped founder, every hour counts. This tool lets me handle all bookkeeping myself instead of paying $500/month for an accountant. Game changer.»

Thomas Wright

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«I process 50+ client statements monthly. Before this tool, I spent 2 hours per statement. Now it takes 30 seconds. Literally saved my tax season.»

Sarah Mitchell

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«12 rental properties = 12 bank accounts = nightmare during tax time. Now I convert everything to one Excel file. 4 hours of work → 15 minutes.»

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«My accountant used to charge me $150/month just to organize my statements. Now I do it myself in 5 minutes. Paid for itself in the first week.»

Emily Chen

Small Business Owner

«The accuracy is insane. After testing with 20 different bank formats, every single transaction matched perfectly. Even caught a bank error I missed!»

Michael Thompson

Tax Preparer

«Grant reporting requires detailed transaction records. What used to take our team a full day now takes 20 minutes. Donors love the transparency.»

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Nonprofit Director

«Our finance team processes statements from 15 different banks. This tool handles every single format perfectly. Cut our monthly reconciliation time by 80%.»

Rachel Kim

Financial Analyst

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