Blog
Honest guides to finding the subscriptions in your bank statement and converting statements into spreadsheets.
Find your subscriptions
How to list every recurring charge in a bank or credit-card statement: by hand, in a spreadsheet, or from one PDF.
Try the subscription finder →Guides · September 27, 2026
How to Find All Your Subscriptions From a Bank Statement
Three ways to list every recurring charge from a bank or credit-card statement — by hand, in a spreadsheet, or by uploading one PDF. No bank login needed.
Read more →Guides · September 27, 2026
How to Read a Credit Card Statement for Recurring Charges
Where recurring charges sit on a credit-card statement, how card networks label them, why the amount changes, and how to list them all in ten minutes.
Read more →Guides · September 27, 2026
Subscription Audit Checklist: Find Every Recurring Charge
A printable 20-point subscription audit checklist: which statements to pull, what to look for, how to decode descriptors, and how to total the cost.
Read more →Guides · September 27, 2026
The 12 Subscriptions People Forget They Pay For
The recurring charges that hide best on a bank statement — app-store bundles, annual renewals, rolled-over trials — and how each shows up on a statement.
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Per-bank guides
Where to download the statement PDF, how the layout reads, and what repeats on Chase, Bank of America and Wells Fargo statements.
Convert a bank statement to Excel →Per-bank guides · September 27, 2026
How to Find Subscriptions on a Bank of America Statement
Where recurring charges appear on Bank of America checking and card statements, how to download the PDF, and how to list every subscription from it.
Read more →Per-bank guides · September 27, 2026
How to Find Subscriptions on a Chase Statement
Where recurring charges appear on Chase checking and credit-card statements, how to download the PDF, and how to list every subscription from it.
Read more →Per-bank guides · September 27, 2026
How to Find Subscriptions on a Wells Fargo Statement
Where recurring charges appear on Wells Fargo checking and card statements, how to download the PDF, and how to list every subscription from it.
Read more →Per-bank guides · July 5, 2026
How to Convert a Wells Fargo Statement to Excel (PDF → XLSX)
Convert a Wells Fargo PDF statement to Excel, CSV, JSON or XML. Works with checking, savings and credit card statements; we never store your statement.
Read more →Per-bank guides · July 2, 2026
Convert a Bank of America Statement to Excel (PDF → XLSX)
Convert a Bank of America PDF statement to Excel, CSV, JSON or XML. Works with checking, savings and credit card statements; we never store your statement.
Read more →Per-bank guides · July 2, 2026
How to Convert a Chase Bank Statement to Excel (PDF → XLSX)
Convert a Chase PDF statement to Excel, CSV, JSON or XML. Works with checking, savings and credit card statements; we never store your statement.
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Convert statements
Getting statement transactions into Excel or CSV, keeping the file safe, and a month-end review workflow for bookkeepers.
For accountants and bookkeepers →For accountants · September 27, 2026
Recurring-Charge Review for Bookkeepers: A Client Workflow
A month-end workflow for bookkeepers: turn client statement PDFs into a recurring-charges list for the review call, without bank-feed access.
Read more →Per-format guides · July 5, 2026
Convert a Bank Statement to CSV (PDF → CSV)
Convert a PDF bank statement to CSV for Google Sheets, accounting imports or your own scripts. Preview free; we never store your statement.
Read more →Guides · July 2, 2026
How to Convert a PDF Bank Statement to Excel (5 Methods)
Five ways to convert a PDF bank statement to Excel, from copy-paste to Power Query to AI converters, with the pros, cons and pitfalls of each.
Read more →Privacy & Security · June 28, 2026
Is It Safe to Upload Your Bank Statement Online?
What to check before uploading a bank statement to a converter: HTTPS, whether the file is stored, retention, who else reads it, and who runs the tool.
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