# Layout review — PDF to CSV

visibility Static layout preview of PDF to CSV, shown with two bank-statement PDFs imported and a completed scan (candidate transactions in the editable preview table). All pages →

# PDF to CSV

Pull transactions out of bank-statement PDFs into a clean CSV file.

Scan options
check Treat (4.50) as negative
check Use OCR for scanned pages

OCR status: ready (bundled Tesseract). Most modern bank PDFs are text-based and don't need OCR — only enable for image-based scans.

Output date format
YYYY-MM-DD (2026-01-13)
Override year for short dates (optional)
Leave blank for automatic (statement period → filename year → this override).

## Files

2 files · 318.4 KB total
statement-jan-2026.pdf 171.2 KB
statement-feb-2026.pdf 147.2 KB

Warnings (1)
warning [statement-feb-2026.pdf] 2 lines matched a date but no amount — skipped (likely a wrapped description). Check the source if a transaction looks missing.

#### 47 candidate transaction(s) from 2 file(s)

Uncheck rows to exclude. Edit any cell to fix a value the scanner got wrong. The `raw` column shows the original PDF text for that row.

Include | date | description | amount_debit | amount_credit | account_number | source_file | page | raw
--- | --- | --- | --- | --- | --- | --- | --- | ---
check | 2026-01-03 | OPENING BALANCE |  |  | ****4821 | statement-jan-2026.pdf | 1 | 01/03 OPENING BALANCE 2,140.55
check | 2026-01-05 | POS PURCHASE WHOLE FOODS MKT | 84.12 |  | ****4821 | statement-jan-2026.pdf | 1 | 01/05 POS PURCHASE WHOLE FOODS MKT (84.12)
check | 2026-01-08 | ACH DEPOSIT PAYROLL ACME CORP |  | 3,250.00 | ****4821 | statement-jan-2026.pdf | 1 | 01/08 ACH DEPOSIT PAYROLL ACME CORP 3,250.00
check | 2026-01-11 | ONLINE TRANSFER TO SAVINGS | 500.00 |  | ****4821 | statement-jan-2026.pdf | 2 | 01/11 ONLINE TRANSFER TO SAVINGS (500.00)
| 2026-01-12 | INTEREST RATE 0.50% APY DETAIL |  |  | ****4821 | statement-jan-2026.pdf | 2 | 01/12 INTEREST RATE 0.50% APY 0.00
check | 2026-01-14 | DEBIT CARD SHELL OIL #2287 | 52.40 |  | ****4821 | statement-jan-2026.pdf | 2 | 01/14 DEBIT CARD SHELL OIL #2287 (52.40)
check | 2026-02-02 | POS PURCHASE TRADER JOES #511 | 61.88 |  | ****4821 | statement-feb-2026.pdf | 1 | 02/02 POS PURCHASE TRADER JOES #511 (61.88)
check | 2026-02-06 | ACH DEPOSIT PAYROLL ACME CORP |  | 3,250.00 | ****4821 | statement-feb-2026.pdf | 2 | 02/06 ACH DEPOSIT PAYROLL ACME CORP 3,250.00
check | 2026-02-09 | CHECK #1043 | 1,200.00 |  | ****4821 | statement-feb-2026.pdf | 2 | 02/09 CHECK #1043 (1,200.00)

46 of 47 rows selected.

Columns to include in CSV
date ✕ description ✕ amount_debit ✕ amount_credit ✕ account_number ✕ source_file ✕
`page` and `raw` are kept off by default; tick them if you want them in the file.