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 Excel

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.

Need your Transact Bank savings account statement in Excel? Statemently extracts every transaction from the PDF and turns it into a clean Excel export — usually in just a few seconds.

Convert to Excel

How to convert a Transact Bank savings account statement to Excel

1
Upload your Transact Bank savings account statement
Drag and drop your Transact Bank savings account statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statemently extract the transactions
Statemently 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 Excel file
Click export to download a clean Excel (XLSX) file with one row per transaction — ready for analysis, bookkeeping, or your accountant.

Why Excel?

Built for analysis

Sort, filter, and pivot your transactions, or drop in formulas to total spending by category.

Accountant-ready

Hand over a clean XLSX instead of a stack of PDFs — every transaction in tidy, labeled columns.

Reconcile faster

Match transactions against your books in minutes instead of retyping them line by line.

About Transact Bank savings account statements

A Transact Bank savings account statement shows deposits, withdrawals, transfers, and any interest earned over the statement period. Statemently reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your savings account export is ready to use.

Frequently asked questions

Is the Transact Bank to Excel converter free?

Yes. You can upload your Transact Bank savings account statement and download the extracted transactions as Excel 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 Excel.

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 CSV savings account to Google Sheets savings account to QuickBooks

Convert other statements to Excel

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Convert your Transact Bank savings account statement to Excel

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

Convert a statement