PostFinance Statement to Excel Converter

ClearlyLedger converts PostFinance (Switzerland) PDF statements into clean Excel and CSV files. This guide covers the common PostFinance pdf account statement layout, DD.MM.YYYY dates and CHF amounts. Exports are released only when verification checks pass. Most PostFinance statements (2-20 pages) finish in under 60 seconds with no signup required for your first file.

Last updated 2026-09-03

What does a PostFinance statement PDF look like?

Printed structure: PDF account statement with Date, Details, Debit, Credit, Balance

Date notation: DD.MM.YYYY. Money notation: CHF CHF. Observed statement size: 2-20 pages.

Amounts may use an apostrophe thousands separator (1'234.56); this is normalised to a plain decimal.

What fields does PostFinance print on each transaction row?

The profile uses the bank-specific observations below as review checkpoints. They describe the source document rather than making a generic promise about every PDF:

  • PostFinance checkpoint 1: The financial-services arm of Swiss Post (Die Post), PostFinance only received a full Swiss banking licence in 2013 despite offering postal giro and payment accounts for decades before that
  • PostFinance checkpoint 2: Those postal payment services trace back to 1906, when the Swiss postal service first began offering giro-account-style payments — more than a century before PostFinance became a licensed bank
  • PostFinance checkpoint 3: QR-bill and standing-order references can be long
  • PostFinance checkpoint 4: German, French and Italian labels may occur depending on customer language
  • PostFinance checkpoint 5: Postal account summary blocks must be skipped

How do I check a PostFinance conversion before using it?

A typical PostFinance file runs 2-20 pages. Confirm its DD.MM.YYYY dates, CHF signs, first and final transactions, and page boundaries. Balance review is especially important on this layout. The financial-services arm of Swiss Post (Die Post), PostFinance only received a full Swiss banking licence in 2013 despite offering postal giro and payment accounts for decades before that. The PDF remains the source; the spreadsheet is the reviewable working copy.

  1. Upload the PostFinance PDF.
  2. Inspect the documented PostFinance row patterns.
  3. Reconcile the CHF transaction math.
  4. Download verified PostFinance Excel or CSV data.

Which accounting tools accept PostFinance Excel or CSV files?

Excel suits source-document review and coding. CSV suits mapped imports into Bexio, Abacus, Banana or Sage. Those routes preserve the DD.MM.YYYY interpretation and CHF values established from the PostFinance source.

Is my PostFinance statement data kept private?

The PostFinance PDF is processed in memory and deleted after conversion. The PostFinance transaction data is not used to train AI models. TLS protects the upload in transit, while the workflow is designed around the Swiss FADP for Switzerland account holders.

PostFinance conversion FAQ

Which PostFinance statement layouts can ClearlyLedger convert?

PostFinance statements typically arrive as PDF account statement with Date, Details, Debit, Credit, Balance. ClearlyLedger's PostFinance profile reads that layout, plus scanned and password-protected exports, and reconstructs Date, Description, Debit, Credit and Balance columns.

How does ClearlyLedger handle PostFinance-specific quirks?

This guide highlights common PostFinance statement characteristics — for example: The financial-services arm of Swiss Post (Die Post), PostFinance only received a full Swiss banking licence in 2013 despite offering postal giro and payment accounts for decades before that. The conversion is released only after its verification checks pass.

Can I import a converted PostFinance statement into Bexio?

Yes. Export to CSV and import into Bexio, Abacus, Banana or any tool that accepts a transaction file. The DD.MM.YYYY dates and CHF amounts are normalised so the import maps cleanly.

Related ClearlyLedger resources

Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.

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