Convert a statement PDF to Excel

This is Sortlumo's most common job: take a statement PDF and get back a clean, categorized spreadsheet.

1. 1

   Download the statement from your bank

   In your bank's website, find Statements & documents and download the period you want as a PDF.

2. 2

   Upload it to Sortlumo

   Drag the PDF into the upload zone on your dashboard. Drop up to 10 at once to convert several periods in one go.

3. 3

   Let it parse

   Sortlumo extracts and categorizes every transaction — a few seconds per statement.

4. 4

   Export to Excel

   Open the account (or select all accounts) and choose Export. You'll get an .xlsx with date, description, merchant, category, and amount columns.