How to Extract Transactions from a Bank Statement
Updated 5 May 2026 · 3 min read · 3 steps
Learn how to extract transaction dates, descriptions, debits, credits, and balances from statement PDFs into a reviewable CSV.
Step-by-Step Guide
- 1
Start with a complete PDF
Use the full statement period and include all pages so totals and balances can be checked. - 2
Run extraction
Upload the statement and let the AI extraction workflow identify transaction rows. - 3
Validate the output
Compare the first and last transaction rows, totals, and running balances against the PDF.
Frequently Asked Questions
Can I rely on extracted rows without review?
No. Review the output before accounting, tax, lending, or visa use.
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