How to Convert Revolut Bank Statements to Excel and CSV

Managing your finances effectively starts with having the right tools, and nothing is more frustrating than needing your Revolut bank statement in Excel or CSV format, only to find it's locked in a static PDF. Whether you're filing taxes, preparing for a mortgage, or just organizing your personal banking records, being able to convert Revolut PDF bank statements to CSV format or Excel (.xlsx) is a huge advantage.

If you've been searching "how to get Excel statement Revolut", "Revolut export CSV", or "Revolut export transactions CSV", you're not alone. Many users of Revolut online banking, both personal and business banking customers, face this challenge regularly. Fortunately, there's a solution. In this guide, we'll show you how to convert PDF bank statements from Revolut Bank into clean, structured Excel and CSV files using StatementSheet, the best way to effortlessly convert PDF bank statements into spreadsheets.

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

Short answer: No, not directly.

While Revolut offers a sleek and intuitive interface for tracking your money, its current export options don’t always meet users’ needs. When you log into Revolut online banking, you can view your banking account activity, set date ranges, and even download bank statements, but the default format is usually PDF.

You may have noticed the option to export transaction data via the mobile app or web interface, but it often lacks the full transaction history, especially if you’re trying to download bank statements for tax purposes or financial reporting. And when searching for "Revolut export Excel", you’ll find there's no consistent way to get a full, structured .xlsx file. That’s why converting Revolut PDFs using a tool like StatementSheet becomes essential.

Why Convert Revolut PDF Bank Statements to Excel or CSV?

Revolut provides digital bank statements in PDF format, which is excellent for archiving or printing. But if you need to analyse, filter, or upload your data into bookkeeping or tax software, that rigid format becomes a major obstacle. Here’s why converting matters:

• Expense tracking and categorisation

  Convert your statements to Excel or CSV to easily sort spending categories — ideal for budgeting, or preparing HMRC-compatible tax reports.

• HMRC and Self Assessment preparation

  UK freelancers and landlords often need to extract clear data from their personal banking or business banking records. CSV files streamline this process dramatically.

• Making Tax Digital (MTD) compliance

  Revolut doesn't yet integrate directly with all accounting platforms. But converting to CSV lets you import your Revolut export transactions CSV into software like Xero, QuickBooks, or Sage.

• Accountant-ready documentation

  Structured CSV files are much easier for accountants to handle during year-end reporting, audits, or when submitting financial reports to Companies House.

• Financial applications and record keeping

  When applying for loans, mortgages, or grants, you often need to supply bank statements in a structured format. A Revolut CSV export via StatementSheet simplifies the paperwork.

Why Use StatementSheet?

If you want a clean, reliable, and secure way to convert Revolut PDF bank statements to Excel or CSV, StatementSheet is the go-to tool. Here’s why thousands of users trust it:

• ✔️ Converts PDF files from Revolut bank into structured Excel or CSV
• ✔️ Designed for UK users — supports GBP (£) and standard UK statement periods
• ✔️ Compatible with leading UK tax software for Making Tax Digital (MTD)
• ✔️ Perfect for business banking and personal banking accounts
• ✔️ Supports scanned PDFs and statements with complex layouts
• ✔️ Fast and accurate — no manual data entry
• ✔️ Fully GDPR-compliant and safe for sensitive banking account data
• ✔️ Simple dropdown menu interface for file uploads and export settings

How to Convert Revolut PDF Bank Statements in Three Easy Steps

Here's how to go from static PDFs to smart spreadsheets in under 2 minutes:

Step 1: Download Your Revolut PDF Bank Statement

1. Log into your Revolut online banking account via the app or desktop.
2. Choose the account (personal or business).
3. Select the desired statement period using the date range filters.
4. Tap the dropdown menu next to the account, then select "Export statement".
5. Choose PDF format and download the file to your computer or phone.

Step 2: Upload your PDF Bank Statement

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

Step 4: Check result & Download your converted document instantly

Frequently Asked Questions

Tips for Organising Your Revolut Bank Statements

Once you've converted your Revolut PDF files into CSV or Excel, it's time to make the most of them. Here are some practical tips:

• Sort transactions by date, merchant, or category

  This helps you identify spending habits and prepare your finances for Self Assessment or expense tracking.

• Filter by statement period or transaction type

  Useful when reconciling accounts, submitting documents for audits, or tracking business expenses.

• Use Excel pivot tables

  Create summaries by merchant, payment type, or month — ideal for business reporting or HMRC submissions.

• Organise your files by account and time frame

  Store statements in folders named by date range and account type (e.g., Personal_Jan-Jun_2024.xlsx).

• Store converted statements securely

  Use encrypted cloud storage like OneDrive or Dropbox for quick access during tax season or loan applications.

Final Thoughts: Take Control of Your Finances

In today’s digital-first world, relying on uneditable PDF bank statements is a step behind. Whether you’re running a business, freelancing, or simply trying to manage household finances, converting Revolut PDF bank statements into CSV format or Excel spreadsheets gives you a clearer picture of your money.

With StatementSheet, you're just a few clicks away from transforming static statements into powerful financial tools.

Ready to simplify your financial records?
➡️ Convert PDF Bank Statements today with StatementSheet and take control of your financial future.