Stop rebuilding expense reports by hand. Upload a Chase, Amex, Capital One, Citi, or Discover PDF and download every charge, payment, refund, and fee as spreadsheet rows.
03/12 WHOLE FOODS MKT #1042 67.23
03/11 UBER *TRIP 24.50
03/10 PAYMENT THANK YOU -500.00
03/08 INTEREST CHARGE 18.42
| Date | Description | Category | Amount |
|---|---|---|---|
| 2026-03-12 | Whole Foods Market | Groceries | -$67.23 |
| 2026-03-11 | Uber Trip | Transport | -$24.50 |
| 2026-03-10 | Payment — thank you | Payment | +$500.00 |
| 2026-03-08 | Interest charge | Fees | -$18.42 |
Download the monthly statement from your issuer — not a screenshot of pending charges.
Charges, payments, refunds, interest, and annual fees become signed amounts with categories.
A checking statement is usually date, description, amount, balance. A credit card PDF adds transaction date vs. post date, a payments section, foreign-currency footnotes, and rewards copy. Generic “PDF to Excel” tools dump that into one column. StatementKit keeps payments as credits so your monthly spend total matches the statement.
Need a checking or savings PDF instead? Use the bank statement PDF to Excel converter — same product, bank-account layout.
Dedicated notes for the issuers people search most. Any other Visa, Mastercard, or Amex PDF still converts.
Sapphire, Freedom, Ink — transaction date and post date.
Gold, Platinum, Blue, Business — charges vs payments.
Venture, Quicksilver, Savor, Spark.
Double Cash, Custom Cash, Costco Anywhere.
Active Cash, Reflect, and autograph cards.
Customized Cash Rewards and Travel Rewards.
Upload a credit card PDF and get a clean spreadsheet in seconds. Free to start.
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