Convert UBS Statements to Excel
Upload your UBS PDF bank statements and instantly convert them to CSV, Excel, OFX for Tally, or Google Sheets. Zero manual data entry required.
Start Converting Free8 pages free · No credit card required
How to convert UBS statements in 3 steps
From PDF to spreadsheet in under a minute.
Upload your UBS PDF
Drag & drop your UBS statement — password-protected files work too. Just enter the PDF password at upload.
Choose your format
Pick Excel, CSV, OFX/QBO for QuickBooks, Xero & Tally, or push straight to Google Sheets.
Download in seconds
Your file is ready in under 15 seconds — clean columns, correct dates, every transaction captured.
Why use ConvertStatement for UBS?
Lightning Fast
Convert multi-page UBS PDFs into structured spreadsheets in under 15 seconds.
100% Private
We never store your UBS financial data. Files are processed entirely in memory.
Multiple Formats
Export to Excel, CSV, Google Sheets, or OFX for seamless import into QuickBooks, Xero and Tally.
UBS conversion FAQs
Can I convert a password-protected UBS statement?
Yes. Upload your UBS PDF and enter the document password when prompted. We never store your password, and the file is deleted immediately after conversion.
Which formats can I export my UBS statement to?
Excel (.xlsx), CSV, OFX/QBO for QuickBooks, Xero and Tally, plus direct export to Google Sheets. Every format is optimized for its target — dates, amounts and references stay clean.
How do I import my UBS statement into Tally or QuickBooks?
Convert your UBS PDF to OFX or QBO on Convert Statement, then import the file through your accounting software's bank-feed import. The whole round-trip takes about two minutes.
Is my UBS statement data stored on your servers?
No. Files are processed in memory and deleted immediately after conversion. Nothing is written to disk or kept in a database, and we follow GDPR and CCPA data-protection standards.
How much does it cost to convert UBS statements?
Your first 8 pages are free — no credit card required. After that, pay $1 per document or pick a monthly plan starting at $5 for 25 pages.
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