To convert a bank statement PDF on iPhone, install PDF Bank Statement Converter from the App Store, open the app, tap Import, and pick the statement from Files, iCloud Drive, or any other storage provider you have connected (saved Mail attachments included). The app reads the PDF, extracts the transaction table, and shows a preview in Text, Markdown, or Table mode. From there a share-sheet tap exports CSV, Markdown, or plain text to Mail, Messages, Files, or any other destination. The whole thing takes under a minute — same conversion engine as the Mac app, smaller form factor.
When the iPhone app is the right call
You're not at your Mac. A statement just landed in Mail and your bookkeeper wants numbers before a call. You're on a job site and need to pull one charge out of a property-management statement. You're on a flight and the Wi-Fi is flaky. The iPhone app is for all of those moments — single-statement, on-the-move, just get the table moments.
It's also the right tool when your Mac is at home and your iPhone is the only device with you. Whatever you convert on iPhone ends up in iCloud Drive (if you save it there), which means it's waiting on your Mac when you sit down — so an iPhone conversion on Tuesday is an Excel import on Wednesday without any intermediate step.
Step 1 — Get the statement into iOS
The converter reads PDFs from anywhere the Files app can reach. The three common sources:
- iCloud Drive. You downloaded the statement on your Mac — iCloud Drive pushes it to your iPhone automatically. Look under iCloud Drive in the Files app sidebar.
- Files (On My iPhone). The statement is already saved locally — from Safari, from another app, or synced through a third-party provider like Dropbox or Google Drive.
- Mail attachment. Your bank emailed the statement. Long-press the attachment, tap Save to Files, and pick a destination folder — that's the path that gets it into the Files app picker.
Apple's own Files app documentation covers the navigation in detail if any of this is new territory.
Step 2 — Open the converter and import the PDF
Open PDF Bank Statement Converter, tap the import button, and pick the statement from the Files picker that appears. The picker is scoped to iCloud Drive, On My iPhone, and any third-party storage providers you have connected. Select the PDF and the app imports it directly into its workspace and begins detection. Smart transaction detection reads the layout, finds the transaction table — even when it's buried between marketing and summary pages — and structures dates, descriptions, and amounts.
Step 3 — Preview in Text, Markdown, or Table
Once extraction finishes, three preview modes become available. Each is useful for a different context.
Text mode
The raw structured output as plain text. Useful for pasting into a note or a chat. No table rendering, no formatting — just lines.
Markdown mode
The same data rendered as a Markdown table with pipes and headers. Useful if you're writing documentation, sending a snippet to Slack, or pasting into an app that understands Markdown (like Obsidian or Bear).
Table mode with transactions-only
A properly rendered table with scrollable rows. Toggle transactions-only to hide statement headers, balance rollups, and marketing copy — you're left with just the rows that matter. This is the mode most people use before export.
Step 4 — Export via the share sheet
Tap the export icon and pick one of three formats:
- CSV — universal spreadsheet format. Opens cleanly in Numbers on iPhone, and in Excel or Google Sheets on any desktop.
- Markdown (.md) — readable text format with table syntax. Ideal for notes apps, docs, or Git-tracked bookkeeping logs.
- Plain text (.txt) — maximum portability. Works as a paste target or an archive format.
The share sheet that opens is the standard iOS one — send to Mail, Messages, Files, iCloud Drive, third-party cloud storage, AirDrop to a nearby Mac, or pipe into Shortcuts. One export, every destination iOS supports.
Why XLSX, TSV, and XML are Mac-only
The iOS app intentionally ships with CSV, Markdown, and TXT. XLSX, TSV, and XML live on the Mac side. That's a deliberate workflow split, not a feature gap.
XLSX is a zip-packaged format with formatting, formulas, multi-sheet structure, and type coercion that make sense in a desktop review workspace. TSV and XML are scripting and integration formats — the kind of thing you use in a pipeline, not on your phone while standing in line for coffee. Mobile is for capture and triage; desktop is for reconciliation and handoff. The two apps share detection accuracy, and CSV imports cleanly into Excel on any desktop, so there's no file you can't ultimately get into the format you need.
When to use each app
| Scenario | Mac app | iPhone app |
|---|---|---|
| One statement, right now, at your desk | Preferred | Works |
| Twelve statements for tax season | Preferred (batch) | Slow |
| Statement landed in Mail while traveling | — | Preferred |
| Side-by-side PDF / table review | Preferred | Preview only |
| Export to XLSX / TSV / XML | Only option | Not supported |
| Export to CSV / Markdown / TXT | Yes | Yes |
| Share a snippet to Slack or Messages | Works | Preferred |
| Quick check of one transaction on the road | — | Preferred |
The two apps are priced and distributed independently, but they're a pair. Install both if you have both devices — they don't step on each other, and iCloud Drive keeps the files in sync.
Privacy, on mobile specifically
Your statement PDFs stay on your iPhone while you browse and review them. There are no accounts to create, no sign-in flow, and no telemetry about what you're converting. The app is distributed through the App Store and sandboxed by iOS — it doesn't have background access, and your statements are never used to train any model or resold to third parties. The privacy policy has the specifics.
Companion to the Mac workflow
If you already use the Mac converter for monthly bookkeeping, the iPhone version is the piece that fills in when you're away from the desktop. For personal-finance work — pulling subscription charges out of a month, budgeting from last month's statement — see the personal finance guide. For a side-by-side against pasting a statement into Excel by hand, read the manual Excel comparison.
Get both apps
Install PDF Bank Statement Converter for iPhone and iPad from the App Store — free to try, simple subscription (monthly, quarterly, annual) after that. Pair it with the Mac app for batch conversion and full-format export.
FAQ
How do I convert a bank statement PDF on iPhone? +
Install PDF Bank Statement Converter from the App Store, open the app, tap Import, and pick the statement PDF from Files, iCloud Drive, or any other provider you have connected (saved Mail attachments included). The app extracts the transaction table, shows a preview in Text, Markdown, or Table mode, and exports CSV, Markdown, or plain text through the iOS share sheet.
Can I export to Excel XLSX on iPhone? +
The iOS app exports CSV, Markdown, and TXT. XLSX, TSV, and XML are Mac-only. CSV opens cleanly in Numbers on iPhone and imports into Excel on any desktop, so the workflow still ends in a spreadsheet when you need one.
Do I need an account to use the iPhone app? +
No. Install from the App Store and start converting. There's no signup, no profile, and no onboarding wizard. Your statement files stay on your iPhone while you browse and review them, and there are no trackers or data resale.
Does the iPhone app work with iPad? +
Yes. The same app runs on iPad with a wider layout and a larger preview pane. Files imported from iCloud Drive appear on both devices automatically, so a statement converted on iPad shows up in the recents list on iPhone.
When should I use the iPhone app vs. the Mac app? +
Use iPhone for single-statement conversion on the go — a Mail attachment that arrived in transit, a statement you need to triage at a client site, a quick receipt check. Use Mac for batch conversion, side-by-side review, and the full XLSX / TSV / XML export range. Both apps use the same conversion engine; the Mac version has more workspace depth.