ActivoBank Statement PDF to Excel and CSV Converter

What is the ActivoBank bank statement converter?

The ActivoBank converter reads your PDF and turns every transaction line into a structured spreadsheet row, with no copy-pasting or manual formatting. ActivoBank-specific codes such as 'INVESTIMENTO' are normalised automatically: 'INVESTIMENTO FUNDO ACTIVO JAN' becomes 'Fundo Activo investimento' in your spreadsheet. Multi-line entries are merged into one row. ActivoBank, a fully digital bank regulated by the Banco de Portugal and the ECB and operating as a subsidiary of Millennium BCP, serves retail clients with an investment-focused digital banking model offering savings accounts, investment funds and ETF products alongside ordinary current account banking.

Upload any ActivoBank PDF statement, whether it is a ActivoBank Current Account, a ActivoBank Savings Account or a ActivoBank Investment Account, and get a structured Excel or CSV file with Date, Description, Debit, Credit and Balance columns. Unlike the native ActivoBank export limited to the 7-year online statement history limit, this converter works on any PDF regardless of date, giving access to prior fiscal years and older statements.

Why use a ActivoBank bank statement converter?

• Auto-normalise ActivoBank transaction codes

  ActivoBank statements use codes like 'INVESTIMENTO' that are hard to read and impossible to sort manually. Automatic parsing strips these prefixes and writes a clean merchant or payee name into every Description cell.

• Go beyond the 7-year online statement history limit

  The native ActivoBank export covers only a limited date range. This converter works on any ActivoBank PDF, including prior fiscal years and archived statements, in seconds.

• Reconcile ActivoBank accounts faster

  Sort and filter exported rows by fund subscription debits and redemption credits labelled with fund names or ISIN codes in Notes for AT capital gains reporting, MB Way payments as labelled Credit and Debit entries, salary credits with employer references, and IRS withholding on savings and investment income as separate Debit lines for AT and reconcile every entry against your records without scrolling through compressed PDF pages.

• Simplify annual close and Portuguese IRS tax declaration

  Categorise normalised ActivoBank digital investment transactions, fund subscription and redemption entries labelled with fund names and ISIN codes for AT capital gains reporting, salary credits identified, and IRS withholding documented for annual AT declaration in a spreadsheet and hand your contabilista (accountant) a clean, audit-ready file instead of a stack of PDFs.

• Process older or archived ActivoBank statements

  Older ActivoBank PDFs are fully supported. The converter identifies the ActivoBank column structure and extracts transaction lines even from documents predating recent app-based exports.

• Keep ActivoBank data secure

  ActivoBank statements contain Portuguese IBAN numbers, EUR account details and personal financial history. Protected uploads and privacy-focused processing keep your documents secure throughout the conversion.

ActivoBank bank statement converter features

1. Works with all ActivoBank account types

The converter processes ActivoBank Current Account, ActivoBank Savings Account and ActivoBank Investment Account formats. Each format has its own column structure and page header. Detection is automatic with no manual setup required.

2. Built for ActivoBank PDF format

ActivoBank statements reflect an investment-focused digital banking profile where fund subscription debits and dividend or redemption credits may appear alongside ordinary current account MB Way payments and card purchases. For ActivoBank investment clients, periodic fund subscription debits and dividend or redemption credits export as separate labelled rows with the fund name or ISIN preserved in Notes for capital gains reporting to the AT. Salary credits include payroll references. MB Way payments appear as labelled Credit and Debit entries. IRS withholding on savings and investment income exports as a separate Debit line for annual AT declaration. Entries such as 'INVESTIMENTO FUNDO ACTIVO JAN' are parsed and output as 'Fundo Activo investimento', giving you a clean Description cell ready for filtering or categorisation.

3. Export to Excel or CSV

Download an Excel workbook (.xlsx) for pivot tables and formulas, or a CSV for direct import into your accounting package. All exports include Date, Description, Debit, Credit and Balance columns.

4. Structured, usable ActivoBank data

Every export delivers consistent columns with ActivoBank prefixes removed, EUR amounts as raw numbers and dates normalised to DD/MM/YYYY format for correct sorting in Excel.

5. Private and secure processing

Protected uploads and privacy-focused processing keep your ActivoBank Portuguese IBAN numbers and transaction history secure throughout the conversion process.

ActivoBank Statement PDF to Excel and CSV Converter: Guide for Millennium BCP Digital and Investment Clients

For ActivoBank clients, a digital bank regulated by the Banco de Portugal and the ECB operating as a subsidiary of Millennium BCP and known for its low-cost account model targeting young professionals and first-time investors, statements reflect an app-only profile that combines everyday spending entries with investment account activity in a single document. ActivoBank's low-cost approach means that account maintenance fee debits are absent or minimal, making salary credit entries and fund subscription debits the dominant regular Debit and Credit lines. The converter identifies ActivoBank's fund subscription entry label format and exports each subscription debit and redemption credit as a separate labelled row with the fund name preserved in Notes for mais-valias capital gains reporting to the AT. MB Way instant payments export as labelled Credit and Debit entries distinct from the investment entries. Salary credits include payroll references. IRS withholding on savings and investment income exports as a separate Debit line for annual Autoridade Tributária declaration.