How to Convert OCBC Bank Statements to Excel and CSV

A step-by-step guide to export your OCBC bank statements into usable spreadsheet formats.

Managing your banking account can get complex when your OCBC bank statements are only available as static PDF files. Whether you're a small business owner filing GST in Singapore, managing your credit cards, or simply organizing personal banking expenses, converting your OCBC e statements to Excel or CSV format can save hours of manual work.

In this guide, we’ll show you how to export OCBC bank statements to Excel or CSV, explain why these formats are more functional, and introduce you to StatementSheet, the most accurate tool to convert PDF bank statements into structured, editable data.

Can You Download OCBC Bank Statements Directly in Excel or CSV?

Short answer: No, OCBC’s online platform currently does not provide an option to download full bank statements in Excel or CSV format directly. While OCBC Bank online banking gives users access to digital records through OCBC e statements, they are only available in PDF format.

Many users search for solutions under terms like “OCBC how to download Excel file” or “bank statement OCBC CSV file,” hoping for a built-in option. However, once you log into your OCBC internet banking account, you will find PDF downloads only, regardless of whether it’s for business banking or personal banking accounts.

That’s where an external converter like StatementSheet becomes essential for accurate data handling and transaction analysis.

Why Convert OCBC PDF Bank Statements to Excel or CSV?

PDFs are great for viewing and archiving, but they fall short when it comes to budgeting, auditing, or tax reporting. Here’s why converting OCBC bank statements into spreadsheet formats makes sense:

  • Easier Financial Tracking
    Excel and CSV files allow for easy filtering, categorization, and visualization of your transactions, giving you better control over your banking account activities.
  • Singapore Tax Filing (GST & IRAS)
    For self-employed individuals and SMEs, converting to CSV format can streamline expense tracking and support compliance with Singapore’s Inland Revenue Authority (IRAS).
  • Business Banking Reconciliation
    Whether you're running a startup or SME, statements in CSV format integrate directly into accounting platforms like Xero, QuickBooks, and AutoCount for month-end reconciliation.
  • Audit Preparation & Record-Keeping
    Exported statements in Excel can simplify preparation for audits, credit applications, or business loan approvals, especially when statements are organized by date range and statement period.
  • Better Budgeting for Personal Finance
    Categorize your spending habits from OCBC credit cards or savings accounts using pivot tables or budgeting apps compatible with Excel or CSV file formats.

Why Use StatementSheet?

If you're looking to extract data from OCBC bank statements and convert it into structured Excel or CSV format, StatementSheet is the most efficient solution.

  • ✔️ Accurate Conversion of Singapore Dollar (SGD) Amounts
  • ✔️ Supports Business and Personal Statements
  • ✔️ GST-Ready for Singapore Businesses
  • ✔️ Converts to Excel or CSV Instantly
  • ✔️ Secure and Confidential
  • ✔️ Supports Dropdown Menu Structure in Statements
  • ✔️ Easy-to-use Interface

How to Convert OCBC PDF Bank Statements in Four Easy Steps

Here’s how you can convert your OCBC PDF bank statements

Step 1: Download Your OCBC PDF Bank Statement

  1. Log in to your OCBC Online Banking portal
  2. Select “Accounts” from the top navigation
  3. Choose the account you want to view
  4. Select the statement period or set a date range
  5. Click on “e-Statements”
  6. Download the statement in PDF format

Step 2: Upload your PDF Bank Statement

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Step 3: Our smart engine converts it to a structured Excel or CSV file.

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Step 4: Check result & Download your converted document instantly

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Frequently Asked Questions

How do I download my OCBC bank statement in CSV?

OCBC doesn’t offer CSV file downloads directly. Statements are available only in PDF format. Use StatementSheet to convert them into CSV.

Can I export OCBC bank statement to Excel?

Not directly from OCBC’s website. You must download the statement as a PDF and then use StatementSheet to convert it into Excel (.xlsx) format.

Is StatementSheet safe for converting my bank statements?

Yes. StatementSheet uses encrypted uploads and deletes files after processing. It's designed with security and privacy in mind.

Does StatementSheet support personal and business banking accounts?

Yes, both are supported — including credit cards, savings, and current accounts.

Will it work for scanned or photographed statements?

Yes, as long as the scan is clear. StatementSheet includes OCR technology to extract data from image-based PDFs.

Does OCBC charge for downloading PDF bank statements?

No. OCBC provides e-statements for free via online banking.

Tips for Organizing Your OCBC Bank Statements

Once you've converted your OCBC statements to Excel or CSV, here’s how to get the most from your data:

  • Sort transactions by date, merchant, or category
    Identify key spending patterns across months and credit card usage.
  • Filter by statement period or account
    Compare business and personal transactions during specific date ranges or statement periods.
  • Use pivot tables in Excel
    Build monthly reports for budgeting, forecasting, or tax filing purposes.
  • Organize by account and date
    Label files with account names and timeframes for easy reference, especially for business banking reports.
  • Secure your converted files
    Store them in encrypted cloud storage like Dropbox, Google Drive, or SingPass-linked folders.

Final Thoughts: Take Control of Your OCBC Finances

Handling OCBC bank e statements as PDF files may work for reading, but it’s highly inefficient for tracking transactions, budgeting, or compliance in Singapore’s tax environment.

With StatementSheet, you can convert these PDFs into clean, editable Excel or CSV files in seconds. Whether you’re preparing for IRAS tax filing, managing credit cards, or analyzing your banking account transactions. it’s never been easier to gain full visibility and control over your finances.

Stop wasting time with manual entry. Start automating today.
➡️ Try StatementSheet to convert PDF bank statements into actionable data instantly.