OCBC statement PDF to Excel

How to download your OCBC statement as a PDF

1. Log in to the OCBC app or OCBC Internet Banking.
2. In the app tap More, scroll to Documents - Statements & Letters and tap View documents. In Internet Banking click View accounts, then Documents, then View documents. Menu names change from time to time.
3. Pick the eStatement (you can filter by category or date) and save the PDF.

Then drop the PDF in the box above, or click it to choose the file.

What you get

OCBC account statements such as the 360 Account print Transaction Date, Value Date, Description, Cheque, Withdrawal, Deposit and Balance, with dates such as 02 SEP and no year. The free CSV keeps the transaction date as printed; the Pro Excel, QuickBooks, Xero and OFX exports add the year from the statement period, and a statement that runs from December into January moves to the new year at the turn. The lines printed under a row (the merchant, a FAST or PayNow reference, the card number) join that row's description. BALANCE B/F stays as the first line of the table, so every transaction, the first one included, is checked against the balance before it. It is not a transaction, so the QuickBooks, Xero and OFX exports leave it out. BALANCE C/F and the Total Withdrawals/Deposits line are summaries and are left out everywhere. Your Money out and Money in totals should match that Total line.

This page is about OCBC deposit account statements. OCBC credit card statements have a different layout; the converter may read them, but check the result against the PDF. If one statement holds several accounts, the rows of all of them land in the same table, so delete the rows of any account you don't need.

How it works, and what it can't do

OfflineStatement is a general reader for text-based PDF statements: it finds the transaction table by its column headings and turns each dated row into a spreadsheet row. It was not built with or tested by OCBC, and statement layouts change, so check the result against the PDF. Where the statement prints a running balance, every row is checked against it and rows that don't add up are highlighted. Scanned or photographed statements (images, not text) are not supported. Password-protected PDFs work: you type the password and it stays on your device.

Open the CSV in Excel, Google Sheets or QuickBooks

Excel: double-click the CSV, or use Data > From Text/CSV. Google Sheets: File > Import > Upload, then choose the CSV. QuickBooks Online: the bank-upload CSV needs Date, Description and Amount; Pro exports exactly that format (see PDF to QuickBooks), or you can trim the free CSV to those columns.

Open the converter

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OCBC and the other bank names on this site are trademarks of their respective owners. OfflineStatement is an independent tool by Tofu Labs and is not affiliated with, endorsed by or sponsored by any bank.