Fortuneo Statement PDF to Excel and CSV Converter

What is the Fortuneo bank statement converter?

The Fortuneo converter reads your PDF and turns every transaction line into a structured spreadsheet row, with no copy-pasting or manual formatting. Fortuneo-specific codes such as 'ORDRE DE BOURSE' are normalised automatically: 'ORDRE DE BOURSE ACHAT ETF JAN' becomes 'Achat ETF Fortuneo' in your spreadsheet. Multi-line entries are merged into one row. Fortuneo, a French online bank regulated by the ACPR and the ECB and a subsidiary of Credit Mutuel Arkea, serves retail clients with a digital banking model combining current account banking with Fortuneo Bourse stock and ETF trading products, making securities settlement entries a common feature on Fortuneo statements.

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

• Auto-normalise Fortuneo transaction codes

  Fortuneo statements use codes like 'ORDRE DE BOURSE' that are hard to read and impossible to sort manually. Automatic parsing strips these prefixes and writes a clean merchant or counterparty name into every Description cell.

• Go beyond the 7-year online statement history limit

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

• Reconcile Fortuneo accounts faster

  Sort and filter exported rows by Fortuneo Bourse securities purchase and sale settlement entries labelled with ISIN codes and security names in Notes for DGFiP plus-values capital gains reporting, Livret A interest credits as separate labelled lines, salary virements with employer references, and DGFiP withholding as separate Debit lines and reconcile every entry against your records without scrolling through compressed PDF pages.

• Simplify annual close and French DGFiP income tax declaration

  Categorise normalised Fortuneo transactions with Bourse securities settlement entries labelled by ISIN for DGFiP plus-values capital gains reporting, Livret A credits labelled separately, salary virements identified, and DGFiP withholding documented for annual income tax declaration in a spreadsheet and hand your accountant a clean, audit-ready file instead of a stack of PDFs.

• Process older or archived Fortuneo statements

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

• Keep Fortuneo data secure

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

Fortuneo bank statement converter features

1. Works with all Fortuneo account types

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

2. Built for Fortuneo PDF format

Fortuneo statements reflect a combined current account and stock trading profile where securities purchase and sale settlement entries from Fortuneo Bourse may appear alongside ordinary card purchases and virements. For Fortuneo Bourse clients, share and ETF purchase settlement debits and sale settlement credits export as separate labelled rows with the ISIN or security name preserved in Notes for plus-values mobilières capital gains reporting to the DGFiP. Livret A interest credits export as separate labelled Credit lines. Salary virements include employer references. DGFiP withholding on savings interest exports as a separate Debit line. Entries such as 'ORDRE DE BOURSE ACHAT ETF JAN' are parsed and output as 'Achat ETF Fortuneo', 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 Fortuneo data

Every export delivers consistent columns with Fortuneo 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 Fortuneo French IBAN numbers and transaction history secure throughout the conversion process.

Fortuneo Statement PDF to Excel and CSV Converter: Guide for Fortuneo Bourse Stock Trading and Investment Clients

For Fortuneo clients, a French online bank regulated by the ACPR and the ECB and a subsidiary of Credit Mutuel Arkea, statements reflect a combined banking and stock trading profile where Fortuneo Bourse securities settlement entries appear alongside ordinary current account transactions. For Fortuneo Bourse clients who trade shares, ETFs or other securities, purchase settlement debits and sale settlement credits export as separate labelled rows with the ISIN code or security name preserved in Notes for plus-values mobilières capital gains reporting to the DGFiP. Fortuneo clients who also access the Livret A savings account receive periodic interest credits that export as separate labelled Credit lines. Salary virements include employer references in Notes. DGFiP withholding on savings and investment income exports as a separate Debit line for annual income tax declaration. Prélèvements export as labelled Debit lines.