I will convert your bank statements into a categorized excel
About this Gig
Need your bank transactions in Excel sorted and categorized?
Send me your PDF bank statements and you get back a clean Excel spreadsheet:
- Every transaction in one table: date, description, amount
- Automatic categories (rent, groceries, insurance, subscriptions and more) custom categories on request
- Totals per category
- Balance check: opening balance + all transactions = closing balance, to the cent
Perfect for your tax return, bookkeeping, budgeting or your accountant.
Your data stays private:
Bank statements are sensitive. Your files are processed locally on my computer. No online converters, no AI upload. All files are deleted 14 days after delivery.
Digital PDF statements only (German and English banks). Not sure if your bank works? Message me with one sample page first you can black out your name and account number.
FAQ
Which banks do you support?
Most German and English banks with digital PDF statements. Send me one sample page first and I will confirm.
Can I hide my personal data?
Yes. You can black out your name, address and account number – I only need dates, descriptions and amounts.
What happens to my data?
Your files are processed locally on my computer, never uploaded to AI tools, and deleted 14 days after delivery.
Can I choose my own categories?
Yes, in the Standard and Premium packages. Just list them in the order form.

