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 a few seconds while it parses. You’ll see a preview of the extracted transactions.

Check the preview for any rare misreads, then export. CSV downloads are available right away; Excel export unlocks once you create a free account.

Question 3

What file formats can I export to?

Accepted Answer

Every conversion can be exported to CSV, which works with spreadsheets, scripts, databases, and most finance apps. Excel (XLSX) export is available once you create a free account.

Paid plans add accounting-friendly formats for tools like QuickBooks. 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

Your uploaded statements are private. They are used only to produce your own conversion and are never shared with or shown to other users.

We treat financial documents with care and limit how long files are retained. For full details on what we collect and how it’s handled, 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 and correct any rare misreads. 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 can’t be parsed while locked. Open the file, remove the password (or save an unlocked copy), and upload that version.

Question 8

Is there a file size or page limit?

Accepted Answer

Yes, there is a file-size limit: every upload must be under 10 MB, and it applies to all plans — Free, Plus, and Pro alike. A file larger than 10 MB is rejected up front with a “File must be under 10MB” message, 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: on the free tier you can convert up to 5 statements per month, with up to 10 pages per statement. Plus and Pro lift those monthly and page limits (the 10 MB file-size cap still applies). For very large multi-statement PDFs, splitting them per statement period also gives the most accurate results.

Question 9

How much does it cost?

Accepted Answer

You can start for free: CSV export works without an account, and a free account unlocks Excel export with a monthly conversion limit.

For regular use, the Plus and Pro plans remove the monthly and page limits and add more export formats and account-level history. 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 were charged in error or have a billing question, contact support and we’ll make it right. See our Refund Policy for details.

Frequently asked questions