PDF bank statement to YNAB
YNAB imports bank files, not PDFs. Drop the statement here, export an OFX file (or CSV), and use YNAB's file import on the account. The conversion runs on your device; the statement is never uploaded.
Free: 3 statements a day, no sign-up.
Bank not supported yet? Email the bank name and country to [email protected] and we'll add it. No need to send your statement.
How your statement stays private
- Your PDFPick a statement from your computer or phone.
- Read in this tabThis page reads it on your device and never sends the file anywhere. Turn off your wifi after the page loads and it still works.
- Your spreadsheetThe rows go straight into a file in your downloads.
Works with most banks
Reads text-based PDF statements with debit/credit or single-amount columns, in US, UK, European, Indian and Indonesian number formats. Password-protected e-statements work too, and the password stays on your device.
Checked, not guessed
Every statement gets a running-balance check: if a row doesn't add up to the printed balance, we highlight it, so nothing goes into your books wrong.
Hours of typing, done in a minute
Free: preview every transaction and download the first 25 as a CSV.
Pro: every transaction, a year of statements in one file, Excel, QuickBooks, Xero and OFX. See pricing
FAQ
Which file should I import into YNAB?
The OFX file: it carries dates, signed amounts and payees, so YNAB can match and dedupe transactions.
Can I import several months?
Yes. Pro merges a batch of statements into one file and drops transactions that appear in two overlapping statements.
Is my statement uploaded?
No. Everything runs in your browser.