Convert UBS PDF to CSV
Convert UBS PDF statements to CSV format. Swiss banking statement extraction. Stop manual data entry and get your UBS transactions into Excel, QuickBooks, or Xero in seconds.
Try free — no credit card required
How to Download Your UBS Statement PDF
- 1
Log in to UBS online banking
- 2
Navigate to your account overview
- 3
Click on "Statements" or "Kontoauszüge"
- 4
Select your statement period
- 5
Click "Download PDF" to save the statement
UBS is Switzerland's largest bank. Statements use European date format (DD.MM.YYYY) and IBAN account numbers.
What Your UBS CSV Will Include
UBS Statement Format
UBS statements use European date format (DD.MM.YYYY) with IBAN account numbers. Statements include clear transaction descriptions. Current account statements show running balances.
Supported UBS Account Types
- Current Account
- Savings
- Investment
Simple, Transparent Pricing
Start free with 5 conversions per month. Upgrade when you need more.
Unlimited text PDFs + 20 AI credits for 24 hours. One-time payment, no subscription.
For regular conversions
- 150 conversions per month
- Text PDFs
- CSV & Excel export
- 10 MB file size
- AI rescue & scanned PDFs
- Batch upload
200 AI credits/month
For messy & scanned statements
- 500 conversions per month
- AI rescue when standard extraction fails
- Scanned & image PDF support
- Batch upload (up to 5 files)
- QBO, JSON, CSV & Excel
- 15 MB file size
1,000 AI credits/month
For teams & high volume
- 2,000 conversions per month
- AI rescue & scanned PDFs
- Batch upload (up to 10 files)
- QBO, JSON, CSV & Excel
- Dashboard & 7-day history
- 25 MB file size · priority support
Free tier: 5 conversions/month, text PDFs only, CSV & Excel export — no credit card required. Create free account
UBS Tips & Notes
- 1
UBS is Switzerland's largest bank and one of the world's largest wealth managers
- 2
UBS acquired Credit Suisse in 2023, consolidating Swiss banking
- 3
UBS statements use IBAN format and Swiss date formatting
Secure Handling
Your UBS statements are encrypted and processed securely. We automatically delete all files after 24 hours.
Instant Conversion
Our specialized parsing engine understands the UBS layout to extract data instantly and accurately.
Format Ready
Get a clean CSV or Excel spreadsheet with dates, descriptions, and amounts properly formatted for accounting software. Need higher accuracy? Try AI extraction.
Common UBS Conversion Issues
Date Format Confusion (DD/MM/YYYY)
UBS statements use the DD/MM/YYYY date format. When opening the CSV in Excel, ensure your system region settings match to avoid dates being misinterpreted (e.g., 10/02 becoming October 2nd instead of February 10th).
Check Images
Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.
UBS Statement Conversion FAQ
More Ways to Convert Your UBS Statement
PDF to Excel
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PDF to QBO
Import directly into QuickBooks Desktop or Online
PDF to JSON
Structured data for APIs and automation
AI Converter
Higher accuracy on complex or unusual layouts
Scanned PDF (OCR)
Convert scanned or photographed statements
Batch Converter
Upload and convert up to 10 files at once