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Convert UBS PDF Statements 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.

Upload UBS PDF

Full preview before you pay — from $2.99 per file · No subscription

How to Download Your UBS Statement PDF

  1. 1

    Log in to UBS online banking

  2. 2

    Navigate to your account overview

  3. 3

    Click on "Statements" or "Kontoauszüge"

  4. 4

    Select your statement period

  5. 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

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Single File
$2.99 / file

Best for one-off files

  • All transactions extracted
  • Full preview before paying
  • Clean, formatted output
Convert One File
5-File Pack
$9.99

5 files

  • $2.00 per file (save 33%)
  • Credits never expire
  • Full preview before paying
Best Value
24-Hour Day Pass
$24.99 / 24h

Unlimited files for 24 hours

  • Unlimited files
  • Best for batch jobs
  • No account needed
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Instant processing
Files auto-deleted in 60 min

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 with dates, descriptions, and amounts properly formatted for Excel, Google Sheets, or accounting software.

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

Log into your UBS online banking, navigate to "Statements" or "Documents" section, select the statement period you need, and choose the PDF download option. Some banks call this "eStatements" or "Paperless Statements."
Yes! Our converter works with both UBS checking/savings account statements and credit card statements. The extracted data will include transaction dates, merchant names, and amounts.
Our parser is specifically optimized to understand UBS's statement format. We achieve high accuracy for dates, descriptions, amounts, and running balances. You can preview the data before purchasing.
Yes! The CSV output is formatted to be compatible with QuickBooks, Xero, FreshBooks, and other accounting software. Simply use the import function in your accounting software to bring in the transactions.
We support standard UBS PDF statements downloaded from online banking. This includes monthly statements, quarterly statements, and year-end summaries. Password-protected PDFs need to be unlocked first.
Upload your bank statement PDF, and our intelligent parser automatically detects the format, extracts all transactions including dates, descriptions, amounts, and balances, then outputs a clean CSV file ready for Excel, Google Sheets, or accounting software.
We support most major US and international banks including Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, PNC, TD Bank, Barclays, HSBC, Lloyds, NatWest, Revolut, Chime, Monzo, and many more. Our parser can often handle banks not explicitly listed.
Absolutely. Your PDF is processed entirely in memory and never written to disk. Files are automatically deleted within 60 minutes. All connections use TLS encryption. We never store your financial data permanently and no human ever sees your documents.

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