Articles
Practical, privacy-first reading
In-depth articles about bank statements, PDF extraction, OCR, and CSV/Excel cleanup. Educational only — not financial advice.
Bank Statements
How to Convert Bank Statements to CSV Safely (No Uploads)
A practical, privacy-first workflow for converting PDF/CSV/XLSX bank statements into clean CSV locally in your browser, without uploads.
18 min read • Updated 2026-01-07
CSV & Excel
PDF to CSV vs PDF to Excel: Which Export Is Better?
CSV is universal and auditable; Excel (XLSX) preserves structure. Here's how to choose the best export when converting statements from PDF.
16 min read • Updated 2026-01-07
Security & Privacy
Why Client-Side PDF Tools Are Often Safer for Sensitive Documents
Client-side tools process files on your device instead of uploading them. Learn what that means for privacy, compliance, and everyday risk reduction.
17 min read • Updated 2026-01-07
Bank Statements
Common Bank Statement Formats Explained (PDF, CSV, XLSX)
Banks provide statements as PDFs, CSVs, or spreadsheets. Learn what each format contains, why exports differ, and how to convert safely.
18 min read • Updated 2026-01-07
Accounting Workflows
How Accountants Use CSV for Reconciliation (Practical Workflow)
A reconciliation-friendly approach to cleaning statement exports: stable columns, consistent dates, and reliable transaction keys for matching.
9 min read • Updated 2026-01-07
CSV & Excel
How to Clean Bank Statement Data in Excel Without Breaking Dates
A careful, step-by-step Excel workflow to clean statement exports while preventing common mistakes like date flips, lost leading zeros, and split amounts.
10 min read • Updated 2026-01-07
PDF & OCR
PDF Tables: Why Extraction Fails (and How to Fix It)
PDF tables can look perfect yet extract poorly. Learn the most common failure modes (scans, merged cells, invisible lines) and practical fixes.
18 min read • Updated 2026-01-07
Accounting Workflows
Freelancer Guide: Manage Income with CSV (Simple Monthly System)
A lightweight, privacy-first workflow for freelancers: convert statements to CSV, categorize income, and keep a clean audit trail without complex tools.
8 min read • Updated 2026-01-07
Security & Privacy
Hidden Risks of Uploading Bank Statements to Online Converters
Uploading statements can introduce retention, access, and breach risks. Learn what to look for in policies and why local processing reduces exposure.
17 min read • Updated 2026-01-07
CSV & Excel
CSV vs XLSX for Financial Data: Accuracy, Compatibility, and Auditability
CSV is portable and easy to audit; XLSX preserves structure and types. Here's how to choose the right format for financial exports and imports.
18 min read • Updated 2026-01-07
Start here
If you just want to convert a bank statement quickly and privately, use the main tool: