Banco BPI Statement PDF to Excel and CSV Converter

What is the Banco BPI bank statement converter?

The Banco BPI converter reads your PDF and turns every transaction line into a structured spreadsheet row, with no copy-pasting or manual formatting. Banco BPI-specific codes such as 'MB WAY' are normalised automatically: 'MB WAY PAGAMENTO LOJA JAN' becomes 'MB Way pagamento loja' in your spreadsheet. Multi-line entries are merged into one row. Banco BPI, a Portuguese bank regulated by the Banco de Portugal and the ECB and a subsidiary of CaixaBank of Spain since 2017, serves retail and SME clients with BPInet digital banking, statements reflecting MB Way payments, débito direto debits, crédito habitação mortgage repayment entries and cross-border SEPA transfers linked to the CaixaBank Group network.

Upload any Banco BPI PDF statement, whether it is a BPI Current Account, a BPI Savings Account or a BPI Mortgage Account, and get a structured Excel or CSV file with Date, Description, Debit, Credit and Balance columns. Unlike the native Banco BPI 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 Banco BPI bank statement converter?

• Auto-normalise Banco BPI transaction codes

  Banco BPI statements use codes like 'MB WAY' 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 Banco BPI export covers only a limited date range. This converter works on any Banco BPI PDF, including prior fiscal years and archived statements, in seconds.

• Reconcile Banco BPI accounts faster

  Sort and filter exported rows by MB Way payments as labelled entries, crédito habitação repayment debits as separate Debit lines, Portugal-Spain CaixaBank Group SEPA cross-border references in Notes, BPI Investment fund subscription and redemption entries with fund names in Notes, and IRS withholding 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 Banco BPI transactions, crédito habitação debits separated, CaixaBank Group cross-border SEPA references in Notes, BPI Investment fund entries labelled with fund names, 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 Banco BPI statements

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

• Keep Banco BPI data secure

  Banco BPI 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.

Banco BPI bank statement converter features

1. Works with all Banco BPI account types

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

2. Built for Banco BPI PDF format

Banco BPI statements reflect Portuguese retail banking with MB Way instant payments, débito direto utility debits and crédito habitação mortgage repayment debits. For BPI clients with cross-border financial activity between Portugal and Spain through the CaixaBank Group network, SEPA transfers between Portuguese and Spanish IBAN accounts export with SEPA reference codes in Notes. For BPI Investment platform clients, fund subscription debits and redemption credits export with fund names in Notes for AT capital gains reporting. Monthly crédito habitação mortgage repayment debits export as separate Debit lines. Salary credits include payroll references. IRS withholding exports as a separate Debit line. Entries such as 'MB WAY PAGAMENTO LOJA JAN' are parsed and output as 'MB Way pagamento loja', 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 Banco BPI data

Every export delivers consistent columns with Banco BPI 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 Banco BPI Portuguese IBAN numbers and transaction history secure throughout the conversion process.

Banco BPI Statement PDF to Excel and CSV Converter: Guide for CaixaBank Portugal and BPI Investment Platform Clients

For Banco BPI clients, a Portuguese bank regulated by the Banco de Portugal and the ECB and a subsidiary of CaixaBank of Spain since 2017, statements stand out for the BPI Investment platform where retail clients access a broad range of investment funds and ETFs. BPI Investment fund subscription debits appear alongside ordinary debit card purchases and débito direto utility entries on the same current account statement. The converter identifies BPI Investment subscription debits and redemption credits by their label format and exports them as separate labelled rows with the fund name or ISIN preserved in Notes for mais-valias capital gains reporting to the Autoridade Tributária. Monthly crédito habitação mortgage repayment debits export as separate Debit lines. For CaixaBank Group cross-border SEPA transfers between BPI Portugal and CaixaBank Spain, SEPA reference codes are preserved in Notes. Salary credits include payroll references. IRS withholding exports as a separate Debit line.