Degroof Petercam Bank Statement PDF to Excel and CSV Converter

What is the Degroof Petercam bank statement converter?

The Degroof Petercam SA converter reads your PDF and turns every transaction line into a structured spreadsheet row, with no copy-pasting or manual formatting. Degroof Petercam-specific codes such as 'SECURITIES CREDIT' are normalised automatically: 'SECURITIES CREDIT DIVIDEND BELGIAN SHARES 04JAN' becomes 'Belgian Shares Dividend Credit' in your spreadsheet. Multi-line entries are merged into one row. Degroof Petercam SA, a Belgian private bank born from the 2015 merger of Bank Degroof and Petercam and regulated by the National Bank of Belgium (NBB) and the FSMA, serves institutional investors and high-net-worth clients with statements reflecting portfolio operations and potentially carrying three different header formats across the pre-merger and post-merger periods.

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

Why use a Degroof Petercam bank statement converter?

• Auto-normalise Degroof Petercam transaction codes

  Degroof Petercam SA statements use codes like 'SECURITIES CREDIT' that are hard to read and impossible to sort manually. Automatic parsing strips these prefixes and writes a clean counterparty name into every Description cell.

• Go beyond the 7-year online statement history limit

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

• Reconcile Degroof Petercam accounts faster

  Sort and filter exported rows by securities portfolio movements labelled by transaction type across all three header periods, Belgian movable property withholding tax entries tagged separately, and institutional transfer credits with Belgian structured references preserved in Notes and reconcile every entry against your general ledger without scrolling through compressed PDF pages.

• Simplify year-end close and Belgian tax filing

  Categorise Degroof Petercam patrimonial transactions categorised by Belgian tax type across all header periods, movable property withholding tax at 30 percent documented, and FPS Finance advance payment direct debits for Belgian tax tracking via MyMinfin in a spreadsheet and hand your accountant a clean, audit-ready file instead of a stack of PDFs.

• Process scanned or archived Degroof Petercam statements

  Legacy Degroof Petercam SA PDFs and scanned statements are supported via OCR. The engine identifies the Degroof Petercam column structure and extracts transaction lines even when text is not selectable in the original file.

• Keep Degroof Petercam data secure

  Degroof Petercam statements contain IBAN/BIC numbers, account details and personal financial history. Protected uploads and privacy-focused processing keep your documents secure throughout the conversion.

Degroof Petercam bank statement converter features

1. Works with all Degroof Petercam account types

The engine processes Degroof Petercam Current Account, Degroof Petercam Savings Account and Degroof Petercam Portfolio Account formats. Each format has its own column structure and page header. Detection is automatic with no manual setup required.

2. Built for Degroof Petercam PDF format

Degroof Petercam statements may carry three different header formats depending on the period: Bank Degroof or Petercam for statements predating the 2015 merger, and Degroof Petercam for recent statements. The converter handles all three header formats and produces a uniform structured output. Securities portfolio movements, dividend receipts and bond coupon payments are identified by transaction type and tagged distinctly for Belgian movable property withholding tax reporting. Entries such as 'SECURITIES CREDIT DIVIDEND BELGIAN SHARES 04JAN' are parsed and output as 'Belgian Shares Dividend Credit', 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 Degroof Petercam data

Every export delivers consistent columns with Degroof Petercam prefixes removed, euro 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 Degroof Petercam IBAN/BIC numbers and transaction history secure throughout the conversion process.

Degroof Petercam Statement PDF to Excel and CSV Converter: Guide for Belgian Wealth Management Clients and Fiduciaries

For clients of Degroof Petercam, the Belgian private bank born from the 2015 merger of Bank Degroof and Petercam, statements may carry three different header formats depending on the period: Bank Degroof or Petercam for statements predating 2015, and Degroof Petercam for recent statements. The converter handles all three header formats and produces a uniform structured output regardless of which header the PDF carries. Degroof Petercam statements reflect wealth management operations: securities portfolio movements, dividend receipts, bond coupon payments and foreign exchange transactions rather than everyday card purchases. Two consecutive Credit entries may represent a taxable dividend subject to Belgian movable property withholding tax at 30 percent and a non-taxable capital repayment. The converter identifies each patrimonial transaction type by its label format and tags them distinctly for annual PIT or CIT tax filing via MyMinfin. Institutional transfer credits include Belgian structured references (+++N/N/N+++) preserved in Notes for counterparty reconciliation.