How to Convert a Bank Statement PDF to Excel

Converting a bank statement PDF to Excel used to mean hours of manual data entry. Today, AI-powered tools make it a matter of seconds.

What You Need

• Your bank statement in PDF format (download from your online banking)
• A Kashfbank account (free to start — 4 credits included)

Step 1: Download Your Statement

Log into your online banking and navigate to the statements section. Download the PDF for the period you want to analyze.

Most banks offer statements going back 12–24 months.

Step 2: Upload to Kashfbank

Drag and drop your PDF onto the Kashfbank upload area or click to select it.

Kashfbank automatically counts the pages and checks your credit balance. A 5-page statement costs 5 credits.

Step 3: Wait for AI Extraction

Our AI (Gemini 2.5 Flash) reads your statement and extracts every transaction — date, merchant, amount, type, and category — in real time. You'll see transactions appear as they're extracted.

For a typical statement, this takes 10–30 seconds.

Step 4: Review and Edit

The extracted transactions appear in a spreadsheet-like table. You can:

• Sort and filter by date, category, merchant, or amount
• Edit any cell directly
• Recategorize transactions (bulk or individual)
• Delete rows you don't need

Step 5: Export to Excel

Click the Export button and select Excel (XLSX). Your file downloads immediately with:

• Sheet 1: Statement metadata (bank, period, totals)
• Sheet 2: All transactions as a formatted Excel table
• Sheet 3: Summary stats by category

Tips for Best Results

• Use the highest-quality PDF available (downloaded directly, not a scanned photo)
• Statements up to 100 pages are supported
• Both Arabic and English statements work

Supported Banks

Kashfbank works with any bank that issues PDF statements, including Al Rajhi, Emirates NBD, Chase, HSBC, Barclays, and 40+ others.