ClearlyLedger converts credit card statement PDFs from major issuers into clean Excel files. Charges, payments, fees and interest are extracted with merchant, category and amount. Foreign-currency charges are normalized to the statement currency. Output is QuickBooks compatible and runs through balance verification before release. For the general workflow, start with the bank statement converter and then choose the export format that matches your bookkeeping system.
Last updated 2026-08-07
ClearlyLedger converts credit card statement PDFs from major issuers into clean Excel files. Charges, payments, fees and interest are extracted with merchant, category and amount. Foreign-currency charges are normalized to the statement currency. Output is QuickBooks compatible and runs through balance verification before release.
This route is scoped to Excel output. Its steps, field contract and review notes below come from the declared use case rather than a bank-name substitution.
Convert Credit Card Statement to Excel: The .xlsx workbook stores dates as spreadsheet dates and monetary values as numbers rather than copied text.
Convert Credit Card Statement to Excel: Date, Description, Debit, Credit and Balance remain separate columns for filtering, formulas and review.
Convert Credit Card Statement to Excel: The workbook is intended for spreadsheet review; the original PDF remains the source document.
Compare the statement period, opening balance, closing balance, first transaction and final transaction with the Excel output. Review any low-confidence row and every PDF page boundary before importing the file into an accounting system.
The PDF remains the source record for Convert Credit Card Statement to Excel. The exported file is a working copy for sorting, reconciliation and import, so an accountant should retain the source beside the reviewed output.
The uploaded statement is processed for conversion and is not used to train AI models. The source PDF is deleted after processing under ClearlyLedger's retention policy. A reviewer should download and inspect the Excel result before relying on it for bookkeeping, tax, lending or reconciliation work.
Major issuers across the US, UK, India, EU, Australia and Canada are supported. The parser auto-detects template based on issuer logo and column layout.
Yes. Foreign-currency lines keep both the original amount and the converted amount in separate columns for audit.
Yes — merchants are mapped to one of 21 standardized categories using a regex-based classifier.
Refunds appear as negative debits or positive credits depending on issuer template and are signed correctly in the output.
Yes. The Excel and CSV outputs use QBO-friendly date, amount and Payee formatting.
Pending charges are excluded by default since they are not yet posted. A toggle in Pro plans includes them in a separate sheet.
Yes. Business statements with multiple cardholders are split by cardholder name in the output.
No — first conversion runs without an account.
Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.
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