MoneySorted

Free UK Bank Statement Converter

Convert Bank Statements to Excel โ€” Free & Instant

Upload any UK bank statement PDF and get a clean, formatted Excel file with spending categories, monthly totals, and a full transaction list. No bank login. No signup required to try.

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Convert My Statement Free โ†’

What you get

What you get from every conversion

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Clean Excel Workbook

A 3-sheet workbook with your full transaction list, a spending summary by category, and a month-by-month breakdown โ€” formatted and ready to use.

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Spending Categories

12+ categories applied automatically: groceries, bills, transport, eating out, online shopping, subscriptions, and more. No manual tagging required.

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Instant Dashboard

Visual charts showing where your money went, your top merchants, and monthly income vs spending โ€” ready in seconds after upload.

How it works

Three steps to a clean Excel file

01

Download your PDF

Log in to your bank app or online banking and download your statement as a PDF. Takes about 30 seconds โ€” no special settings needed.

02

Upload to MoneySorted

Drop your PDF into MoneySorted. We parse every transaction automatically โ€” no manual entry, no linking your account.

03

Download your Excel file

Get a clean 3-sheet Excel workbook with your full transaction list, spending by category, and monthly totals โ€” instantly.

Supported banks

Works with every major UK bank

Select your bank below for a dedicated guide โ€” or just upload your PDF directly and we'll detect your bank automatically.

BarclaysHSBCMonzoStarlingLloydsNatWestSantanderHalifax

Also works with TSB, Nationwide, First Direct, Chase UK, Revolut, Co-op Bank, Metro Bank and more.

The alternative

Why not just copy-paste it yourself?

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It takes hours

Manually copying transactions from a PDF into Excel is slow, tedious, and error-prone. A 3-month statement can take an entire afternoon to transcribe.

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Formatting is a nightmare

Bank PDFs don't paste cleanly into Excel. Columns break, dates format incorrectly, and amounts come out as text. You spend more time fixing the spreadsheet than reading it.

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You still won't see patterns

Even with a clean spreadsheet, raw transaction data doesn't tell you where your money actually went. You need categories, totals, and charts to see the real picture.

FAQ

Frequently asked questions

Is it really free?

Yes. MoneySorted lets you convert one bank statement per month for free โ€” no credit card, no signup required to try. The Pro plan (ยฃ4.99/month) gives you unlimited uploads and full history.

Which banks are supported?

All major UK banks: Barclays, HSBC, Lloyds, NatWest, Santander, Halifax, Monzo, Starling, and more. If your bank exports PDF statements, MoneySorted can read them.

Is my data safe?

Yes. Your statement is processed securely on our servers and permanently deleted after analysis. We never store your PDF, never sell your data, and never require you to connect your bank account.

Do I need to connect my bank?

No. Just download your PDF statement from your bank app or online banking and upload it here. No bank login, no open banking connection, no account linking required.

What format is the Excel file?

A 3-sheet workbook: Sheet 1 has your full transaction list with dates, descriptions, amounts, and categories. Sheet 2 shows totals by spending category. Sheet 3 is a month-by-month summary of income vs spending.

Ready to understand your spending?

Upload your bank statement now and get a clean Excel file in seconds. Free, private, no account required to try.

Convert My Statement Free โ†’