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Convert UBS Switzerland Bank Statements to Excel, CSV, or OFX

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

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Try it with a UBS Switzerland statement

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

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

1 file · 100 pages max · 2-page preview

No file handy?

Convert UBS Switzerland statements to Excel Upload a PDF statement and export the extracted table as XLSX. Convert UBS Switzerland 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 UBS Switzerland

For a Swiss UBS account, use the statement containing booked account movements when preparing an Excel or CSV table. Historical records may also include Credit Suisse PDFs. Keep the source account, currency and statement period identifiable when combining old and new records.

Pro tip — How to download your statements

Sign in to Swiss UBS E-Banking and open Documents > Bank documents. Filter by account, period and document type to locate the statement you need.

Download your UBS Switzerland statement as PDF

  1. 1 Sign in to Swiss UBS E-Banking and open Documents > Bank documents.
  2. 2 Filter by account, period and document type to locate the statement you need.
  3. 3 In UBS Mobile Banking, bank documents are available from your profile; save the required statement as a PDF.
  4. 4 Check the account currency and complete statement period in the downloaded file before conversion.

Extraction pitfalls to watch

Format quirks to know before converting a UBS Switzerland statement.

  • Older Credit Suisse and newer UBS statements may cover overlapping periods. Check the account mapping before combining their rows.
  • Keep the booking date separate from the value date when both are printed.
  • A statement of assets is not a detailed transaction ledger. Check extracted movements and opening and closing balances against the PDF.

Export formats

Excel (XLSX) CSV OFX

How to convert your UBS Switzerland statement

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Download your UBS Switzerland statement

Log into your UBS Switzerland 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 UBS Switzerland 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 - UBS Switzerland 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 UBS Switzerland statements?

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

Convert a statement
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