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Convert PostFinance Bank Statements to Excel, CSV, or OFX

Convert PostFinance bank statement PDFs into Excel, CSV, or OFX files. Review the extracted transactions before downloading the result.

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Convert a statement

Try it with a PostFinance statement

Drop a PostFinance PDF statement and watch the extraction happen live. Instant preview, no signup required.

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  • Export Excel/CSV/OFX
  • Secure data

Drag and drop your PDF files here, or click to select

1 file · 100 pages max · 2-page preview

No file handy?

Convert PostFinance statements to Excel Upload a PDF statement and export the extracted table as XLSX. Convert PostFinance statements to CSV Create a clean CSV for accounting imports, analysis, or reconciliation. Browse all supported bank guides Find guides for banks in your country and other supported regions.

About PostFinance

Use the account statement in PostFinance e-finance to prepare booked transactions for Excel or CSV. Tax documents and fund custody statements serve other purposes. Identify the account and its currency before combining multiple periods into one working table.

Pro tip — How to download your statements

Sign in to e-finance at postfinance.ch and open Documents in the main menu. Use the search options to select the account, period and account statement document type.

Download your PostFinance statement as PDF

  1. 1 Sign in to e-finance at postfinance.ch and open Documents in the main menu.
  2. 2 Use the search options to select the account, period and account statement document type.
  3. 3 In the PostFinance App, go to More and then Documents under services; open and save the document.
  4. 4 If an older period is missing, use the document ordering option provided by PostFinance before converting an incomplete series.

Extraction pitfalls to watch

Format quirks to know before converting a PostFinance statement.

  • An interest statement or tax statement may not contain the transaction detail needed for your table.
  • Keep payment references with the descriptions so identical amounts remain distinguishable.
  • Check signs and account currency, especially when working with both CHF and EUR statements.

Export formats

Excel (XLSX) CSV OFX

How to convert your PostFinance statement

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Download your PostFinance statement

Log into your PostFinance online banking, download your statement as PDF, then upload it to BankStatementLab.

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Automatic extraction

The engine reads the document and prepares the detected entries. Check dates, signs, descriptions and balances in the resulting table.

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Export to Excel, CSV, or OFX

Download your structured file and import it into Excel, Google Sheets, or your accounting software.

Why convert your PostFinance statements with us?

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Guidance for your bank

Use the download instructions and review points to prepare your Swiss account statements.

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5 credits included

5 credits on signup, then 5/month. No credit card required to sign up.

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Secure and confidential

Source PDFs are retained for 24 hours after a normal result, or 7 days after a failure, an AI retry or a result with multiple tables. No access to your bank account is required.

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Reviewable exports

Compare the table with your statement before exporting to Excel, CSV or a compatible OFX workflow.

FAQ - PostFinance Statement Conversion

Related guides

Go further with converting and importing your statements.

Convert a bank statement PDF to Excel
Pricing & credits 5 credits included to start. 1 credit = 1 page. Accounting integrations QuickBooks, Xero, Sage and more.

Ready to convert your PostFinance statements?

Create your account. 5 credits are included on signup, then 5/month. 1 credit = 1 page.

Convert a statement
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