Convert bank statements to a clean CSV

Turn PDF, scanned or spreadsheet statements into reviewed transactions you can export as CSV, with merchant names cleaned up.

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When a free converter is enough

If you need the rows from one PDF once, an instant converter is faster: upload, download, done. Pulget is not that. It asks you to sign in and review the transactions before you export them.

The review pays off when you convert statements regularly, from several banks, or when the CSV has to be right: for your accountant, for another budgeting tool, or for your own records. Merchant names come out cleaned up and categorized, corrections carry over to the next statement, and every row can be traced to its source.

To find the file in your bank's app, see how to export a Revolut statement or download a Birbank statement.

From statement to CSV

  1. Sign in and create an account for the bank account or card the statement belongs to.
  2. Upload the statement or transaction export: PDF, CSV, XLS, XLSX or DOCX. Scanned PDFs are read with OCR; spreadsheets are read as tables.
  3. Review the extracted line items. Fix any date, amount, merchant or category that was read wrongly.
  4. Approve them into your ledger. A row the account already holds is skipped, so overlapping statements do not produce the same row twice.
  5. Export the CSV from Transactions, Accounts or Documents.

Cleanup that carries forward

Merchant cleanup recognizes 887 brands, turning raw bank descriptions (a terminal number, a city, a payment code) into recognizable names and categories.

When you correct an extraction, Pulget reuses the correction when the same merchant or description appears again. That saves repeat work on the next statement from the same bank, but every new file still gets a review.

What the CSV contains

The export comes from the transactions stored in Pulget, including your corrections, not directly from the uploaded file. Each row has:

  • The date and, where the statement has one, the time.
  • The description and the cleaned merchant name.
  • The category.
  • The amount, signed so that money out is negative, and its currency.
  • The amount in your reporting currency, when a rate is available. Multi-currency expense tracking explains the conversion.
  • The account and its masked number, the payment method, your note, and any fee.
  • The file name of the source document, when the transaction came from one.

The file is UTF-8 with a byte order mark, so accented and Cyrillic text opens correctly in spreadsheets. Amounts use a dot as the decimal separator. A text cell that begins with a character a spreadsheet could run as a formula, such as =, gets a leading apostrophe.

Which export to use

From Transactions, the export follows the filters on the page, and a refund or a transfer you grouped comes out as one row with its net amount. From Accounts or Documents, each transaction is its own row, including the parts of a group. Use the second when the CSV has to match the statements line by line, as it does for bank statements you hand to an accountant.

Pulget reads bank statements and supported transaction files, including card exports and spreadsheets. It does not provide invoicing or a live bank connection; tracking spending without a bank connection explains that tradeoff.

Files and limits

Pulget reads PDF, DOCX, CSV, XLS and XLSX files, and scanned PDFs through OCR. Photos and screenshots are rejected.

  • Standard: 5 MB per file.
  • Pro: 10 MB per file.

Page, row, and monthly upload limits also depend on your plan. Compare all plan limits.

Pulget runs in the browser; there is no mobile app. Uploading and reviewing files still takes some effort.

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