TallyscopeConvert bank statement PDFs to Excel
Load one PDF or fifty, get a single Transactions sheet plus per-statement and summary sheets, and see which statements add up.
Why copying a PDF into Excel goes wrong
Paste a statement PDF into a spreadsheet and you usually get one column of text. Dates, descriptions and amounts run together, multi-line descriptions break into extra rows, and page headers and footers appear in the middle of your data. A PDF is a picture of a table, not a table, so the structure has to be rebuilt.
Tallyscope rebuilds it from the position of each word. It finds the header row, groups numbers and dates into columns by where they sit, joins wrapped description lines to their transaction, and drops repeated page headers, footers, summary boxes and boilerplate pages. Statements without a text layer go through built-in OCR instead (see scanned statements to Excel).
What the Excel file contains
| Sheet | Contents |
|---|---|
| Transactions | Every row: date, statement, account, description, category, currency, debit, credit, amount, balance, amount in your reporting currency, counted-in-totals and flags. |
| Statements | One line per statement: period, opening and closing balance, credits, debits, row count and reconciliation status. |
| Summary | Combined money in, money out and net, in one currency. |
Excel export is part of the Day pass and Pro plans. On the Free plan you can export CSV with the first 25 rows, which is enough to see how a statement converts before you decide.
Numbers stay numbers
Amounts are written as real numeric cells, not text, and dates stay in ISO format (2026-03-14) in the workbook, so sorting and pivot tables behave. Number formats such as 1,234.56, 1.234,56, 1 234,56 and 1'234.50 are recognised, and the display date format can be set to one of 18 common styles in Settings. Cells that start with =, +, - or @ in a description are neutralised so the workbook cannot run a formula from the statement text.
Check before you rely on it
Every statement shows a status based on its running balance. A green Verified means each row's amount and direction were proven by the printed balances. Partly verified and Needs review point you to the rows that disagree, and Tallyscope offers the amount the balance implies so you can accept the fix in one click. The check does not prove the dates, because arithmetic cannot; it also does not replace a look at the original when the money matters.
Many PDFs at once
Add several statements and they merge into one table. Statements that overlap in time are checked for duplicate rows, and transfers between your own accounts are detected and excluded from totals (you can toggle that). Statements in different currencies can be viewed in one currency with live exchange rates; see multi-currency statements.
Privacy
The PDF is opened and read in your browser. It is not sent to a server. Password-protected PDFs are unlocked locally with the password you type.
Open Tallyscope and drop a PDF in, or read about PDF to CSV if you need a plain text file instead.
Frequently asked questions
Does it work with PDFs I downloaded from online banking?
Yes, if the PDF has a text layer it is read directly; if it is a scan, OCR is used. Layouts are recognised by headers and geometry rather than by bank.
Can it open a password-protected PDF?
Yes. You enter the password in your browser and the file is unlocked on your device.
Is there a page limit?
Tallyscope does not count pages. Plans limit how many files you can load at once: 10 Free, 25 Day pass, 50 Pro.
Which plan do I need for Excel?
Excel, PDF and JSON exports are included in the Day pass and Pro plans.