Convert credit card statements to Excel
Extract credit card statement transactions into Excel for expense review, categorization, and reconciliation.
- Standard extraction first
- Private file flow
- Preview rows before export
How to convert credit card statements to excel
Upload
Select your file and confirm the document type.
Extract
Doc2Excel reads transaction rows, table columns, and confidence.
Download
Export a clean Excel file for review or import.
Common problems this solves
Expense rows need review before bookkeeping
Card statements mix payments and purchases
Vendor descriptions are hard to clean manually
Frequently asked questions
Is my financial data secure?
The production flow uses private uploads, server-side processing, and a scheduled 24-hour expiry for uploaded files and extracted preview data.
Can it handle scanned files?
Yes. Standard extraction runs first. Advanced extraction can be used for scanned or low-confidence pages when credits are available.
What columns are included?
Bank and credit card exports are designed around date, description, debit, credit, and balance fields, with output adjusted for Excel, CSV, or QuickBooks-ready CSV.