Convert a bank statement PDF
convert_statementConvert a PDF bank or credit card statement into structured transactions or import-ready CSV, OFX, QFX, QBO, and Xero CSV files.
Instructions
Convert a PDF bank or credit card statement on this computer with BankConv. Returns the transactions (date, description, signed amount, balance) or saves a file next to the PDF. csv: the statement as a spreadsheet; ofx: Xero, Sage, MYOB, QuickBooks Online; qfx: Quicken; qbo: QuickBooks Desktop (Web Connect); xero: Xero CSV with Xero's own columns. Uses pages from the BankConv account.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| output | No | "transactions" returns the rows to you; any other value saves that file. csv: the statement as a spreadsheet; ofx: Xero, Sage, MYOB, QuickBooks Online; qfx: Quicken; qbo: QuickBooks Desktop (Web Connect); xero: Xero CSV with Xero's own columns. | transactions |
| save_to | No | For file outputs: a file path or folder. Defaults to the PDF's folder. | |
| password | No | The PDF password, if the statement is password-protected. | |
| file_path | Yes | Path to the PDF statement on this computer. | |
| timeout_seconds | No | How long to wait for the conversion. |