What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Convert Transact Bank savings account statements to CSV

Q: Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Upload a Transact Bank savings account statement PDF and get a structured CSV file back. Dates, descriptions, amounts, and balances are parsed automatically.

Convert to CSV

How to convert a Transact Bank savings account statement to CSV

1
Upload your Transact Bank savings account statement
Drag and drop your Transact Bank savings account statement PDF onto Statement to Sheets, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statement to Sheets extract the transactions
Statement to Sheets reads the Transact Bank PDF and automatically pulls out every transaction — date, description, amount, and running balance.
3
Review and fix any rows
Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.
4
Download your CSV file
Click export to download a clean CSV (CSV) file with one row per transaction — ready for analysis, bookkeeping, or your accountant.

Why CSV?

Imports anywhere

CSV is the universal format — load it into Excel, Google Sheets, accounting tools, or your own scripts.

Lightweight and clean

Just the data: one row per transaction, no formatting to fight with.

Automation-friendly

Perfect for feeding into bookkeeping software, dashboards, or data pipelines.

About Transact Bank savings account statements

Headquarters: Denver, CO
Established: 1905
Insured: FDIC-insured
Website: www.transactbank.com

Transact Bank is headquartered in Denver, CO and has served customers since 1905. A Transact Bank savings account statement shows deposits, withdrawals, transfers, and any interest earned over the statement period. Statement to Sheets reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your savings account export is ready to use.

To get your statement, sign in to Transact Bank online banking (www.transactbank.com), open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

Is the Transact Bank to CSV converter free?

Yes. You can upload your Transact Bank savings account statement and download the extracted transactions as CSV at no cost.

Will it work with my Transact Bank savings account statement?

It works with text-based Transact Bank PDFs — the kind you download directly from Transact Bank. Scanned or photographed statements need OCR, which is coming soon.

Can I edit transactions before downloading?

Yes. Every row from your Transact Bank savings account statement is editable inline, so you can correct anything before exporting to CSV.

Is my financial data secure?

Files are processed privately and are never sold or shared. Uploads are kept only as long as needed to produce your export.

Other Transact Bank formats

savings account to Excel savings account to Google Sheets savings account to QuickBooks CSV savings account to Xero CSV savings account to Wave CSV savings account to OFX savings account to QuickBooks (QBO)savings account to QIF

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Convert your Transact Bank savings account statement to CSV

Upload a PDF, review the transactions, and download in seconds. Free and private.

Convert a statement