Question 1

What is Quick Bank Convert?

Accepted Answer

Quick Bank Convert is an online tool that converts PDF bank and credit card statements into structured spreadsheets. It reads each statement’s layout and extracts the date, description, and amount for every transaction.

Instead of retyping transactions by hand, you upload a PDF, review the parsed preview, and download a CSV or Excel file ready for bookkeeping, taxes, budgeting, or import into another tool.

Question 2

How do I convert a bank statement?

Accepted Answer

Open the converter, drag in your PDF statement (or click to browse), and wait while it parses — usually under a minute. You’ll see a preview of the extracted transactions.

Check the preview against your statement, then export. The preview needs no account; downloading CSV or Excel needs a free account.

Question 3

What file formats can I export to?

Accepted Answer

With a free account, every conversion can be exported to CSV — which works with spreadsheets, scripts, databases, and most finance apps — or to Excel. Without an account you can preview the parsed transactions but not download them.

Plus adds TSV, JSON, QBO, QFX, QIF and Xero export for tools like QuickBooks, Quicken, and Xero. See the pricing page for the current list of export options on each plan.

Question 4

Which banks are supported?

Accepted Answer

Quick Bank Convert works with statements from most major banks and credit card issuers, including Chase, Bank of America, Wells Fargo, and many international banks.

Because the parser reads the structure of a statement rather than matching one fixed template per bank, it handles layouts it has never seen before. If a particular statement doesn’t convert cleanly, contact support and we’ll take a look.

Question 5

Is my data secure and private?

Accepted Answer

We never ask for your bank login or credentials — you upload a statement file you already have. The file is sent over an encrypted (HTTPS) connection and parsed on our servers, and it is never shared with or shown to other users.

A copy of each uploaded file is stored, whether or not you are signed in, and is kept until you ask us to delete it — use the contact page or email support and we will remove it. For full details on what we store and which providers process the file, see our Privacy Policy.

Question 6

How accurate is the conversion?

Accepted Answer

For clear, text-based PDF statements, accuracy is very high: the parser captures dates, descriptions (including multi-line ones), and amounts, and keeps one row per transaction.

Before you download anything, you get a preview of the parsed data so you can spot any rare misreads before you rely on the file. Scanned or photographed statements are harder to read accurately than native PDFs.

Question 7

Can I convert scanned or password-protected PDFs?

Accepted Answer

The best results come from native text PDFs (the kind you download directly from online banking). Scanned documents or phone photos contain images rather than text, so they’re harder to read and may convert less accurately.

Password-protected PDFs are supported: when a file is locked, the converter asks for the PDF password and sends it with the file, over the same encrypted connection, so the parser can open it. This is the document password only — never your online-banking login. If you would rather not enter it, save an unlocked copy and upload that instead.

Question 8

Is there a file size or page limit?

Accepted Answer

Yes, there is a file-size limit: every upload must be under 4.4 MB, and it applies to all plans — Free, Plus, Pro, and Business alike. A larger file is rejected up front, before anything is uploaded, so compress or split a large PDF before uploading. Files under the cap that are very large or image-heavy still convert fine; they just take a little longer to process.

Page and volume limits are separate from file size: without an account you can preview one statement per 24 hours, up to 10 pages. With a free account you can convert up to 3 statements per month, with up to 10 pages per statement. Plus, Pro, and Business raise those limits — 50 statements a month and up to 50 pages per statement on Plus, 200 statements and up to 100 pages on Pro, and 600 statements and up to 100 pages on Business (the 4.4 MB file-size cap still applies). For very large multi-statement PDFs, splitting them per statement period stays within the page limit and also gives the most accurate results.

Question 9

How much does it cost?

Accepted Answer

You can start for free: preview a conversion without an account, and a free account unlocks CSV and Excel downloads for 3 statements a month, up to 10 pages each.

For regular use, Plus ($29/month), Pro ($59/month), and Business ($99/month) raise the monthly allowance to 50, 200, and 600 statements, raise the page limit to 50 pages per statement on Plus and 100 on Pro and Business, and add more export formats; Pro and Business also add batch upload and client labels. Each can be paid yearly instead, at $199 for Plus, $399 for Pro, and $699 for Business. See the pricing page for current plans and prices.

Question 10

How do I cancel or get a refund?

Accepted Answer

You can cancel anytime from the Billing tab in your dashboard. Your plan stays active through the end of the current billing period.

If you are not satisfied, you can request a full refund within 7 days of your first subscription payment — use the contact page or email support with your account email. If you were charged in error, contact support and we’ll make it right. See our Refund Policy for details.

Frequently asked questions