Swissquote Bank Statement PDF to Excel and CSV Converter

What is the Swissquote bank statement converter?

The Swissquote Bank AG converter reads your PDF and turns every transaction line into a structured spreadsheet row, with no copy-pasting or manual formatting. Swissquote-specific codes such as 'FX TRADE' are normalised automatically: 'FX TRADE EUR/USD BOUGHT 10000 RATE 1.0856 04JAN' becomes 'EUR/USD FX Trade 10,000' in your spreadsheet. Multi-line entries are merged into one row. Swissquote Bank AG, Switzerland's largest online bank and trading platform regulated by FINMA, generates statements that combine conventional banking transactions with securities trading settlements, foreign exchange conversions across more than 100 currencies and cryptocurrency trading entries in a single monthly document.

Upload any Swissquote PDF statement, whether it is a Swissquote Multi-Currency Account, a Swissquote Trading Account or a Swissquote Crypto Account, and get a structured Excel or CSV file with Date, Description, Debit, Credit and Balance columns. Unlike the native Swissquote export limited to the standard statement history access limit, this converter works on any PDF regardless of date, giving access to prior financial years and older statements.

Why use a Swissquote bank statement converter?

• Auto-normalise Swissquote transaction codes

  Swissquote Bank AG statements use codes like 'FX TRADE' 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 standard statement history access limit

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

• Reconcile Swissquote accounts faster

  Sort and filter exported rows by banking transactions, securities trade settlements, FX conversions and crypto trades each exported in distinctly labelled separate rows, and brokerage commissions and custody fees exported as separate Debit lines and reconcile every entry against your general ledger without scrolling through compressed PDF pages.

• Simplify year-end close and Swiss tax filing

  Categorise Swissquote banking, trading, FX and crypto transactions each in distinctly tagged rows, Swiss dividend withholding tax credits and brokerage fee Debit lines for Federal Tax Administration annual cantonal Swiss tax return in a spreadsheet and hand your accountant or fiduciary a clean, audit-ready file instead of a stack of PDFs.

• Process scanned or archived Swissquote statements

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

• Keep Swissquote data secure

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

Swissquote bank statement converter features

1. Works with all Swissquote account types

The engine processes Swissquote Multi-Currency Account, Swissquote Trading Account and Swissquote Crypto Account formats. Each format has its own column structure and page header. Detection is automatic with no manual setup required.

2. Built for Swissquote PDF format

Swissquote statements are unique among Swiss bank PDFs in combining banking transactions, securities trade settlements, FX conversions across 100+ currencies and cryptocurrency trades in the same monthly document. The converter identifies each transaction category by its Swissquote label format and exports them as distinctly labelled rows: banking transactions, securities settlements, FX conversions and crypto trades each appear in separate clearly tagged rows for accounting categorisation. Entries such as 'FX TRADE EUR/USD BOUGHT 10000 RATE 1.0856 04JAN' are parsed and output as 'EUR/USD FX Trade 10,000', 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 Swissquote data

Every export delivers consistent columns with Swissquote prefixes removed, Swiss franc 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 Swissquote Swiss IBAN numbers and transaction history secure throughout the conversion process.

Swissquote Bank Statement PDF to Excel and CSV Converter: Guide for Swiss Traders, Investors and Crypto Users

For Swissquote clients, the Swiss online bank and trading platform regulated by FINMA, statements combine conventional banking transactions with securities trading settlements, cryptocurrency trades and foreign exchange conversions across more than 100 currencies. A single Swissquote statement may include a Swiss franc salary deposit, a bitcoin purchase in CHF, a EUR/USD foreign exchange transaction and a Swiss stock purchase settlement on the same document. The converter identifies each transaction type by its Swissquote label format and exports them as distinctly labelled lines: banking transactions, securities settlements, FX conversions and crypto trades each export in separate clearly tagged rows. For Swissquote clients subject to Swiss withholding tax on dividend income from Swiss equities, these dividend credits export as separate labelled lines for Federal Tax Administration reporting. Securities brokerage commissions and custody fees export as separate Debit lines for tax deductibility assessment in the annual Swiss cantonal tax return.