Excel to PDF converter
Turn an Excel spreadsheet (.xlsx) into a printable transaction report in your browser, with every transaction and the totals. Your file never leaves your computer. 2 free a day, no sign-up.
No file to hand?
Tally needs both ledger names exactly as they are in your company.
New company? Download the ledger setup file too and import it first (Import, then Masters).QuickBooks Desktop needs both account names exactly as they are in your chart of accounts.
QuickBooks makes any account it doesn’t know into a new bank account, so check the spelling.- Runs in your browser
- 2 free a day, no sign-up
- Excel in, PDF out
01 / Why convert
For printing or sharing the transactions in a spreadsheet as a tidy, read-only document: a paginated transaction report with totals, clearly labelled as a report.
02 / What carries over
From Excel to PDF, field by field.
What the Excel file can hold, and where it goes in the report.
| In the Excel file | In the report |
|---|---|
| Date | Kept |
| Amount (money in and out) | Kept |
| Payee or description | Kept |
| Memo (extra text) | Kept |
| Check or reference number | Kept |
| Running balance | The report has no place for it |
| Account number | Not in a Excel file |
| Currency | Kept |
| Category | The report has no place for it |
| Credit card (not a bank account) | Not in a Excel file |
03 / Opening it
Reading and printing the report.
Any computer or phone
- Open it in any PDF viewer, or print it.
- Every page is headed “Transaction report” and says it is not a bank statement.
04 / The Excel file
Getting an Excel spreadsheet (.xlsx).
A spreadsheet. Banks and apps lay out their transaction exports in their own way: different columns, headings, date styles and sign conventions.
- Online banking: Transactions (or Account activity), then Download or Export, then Excel.
- Many Indian banks’ “.xls” downloads are really a web page or text file with an Excel name. Those work here too.
- An old binary .xls (Excel 97-2003) has to be saved as .xlsx first: open it, then File, Save As, Excel Workbook.
Have a bank statement PDF instead? The bank statement converter reads it in your browser too.
05 / Good to know
The details that matter.
- Columns are matched by their headings, or by what is in them when there are none. They are shown before you download, and a wrong guess is one click to change.
- When the file has a balance column, every row is checked against it, and an “Opening balance” row becomes the opening balance.
- If money out is written as positive amounts (American Express does this), tick the swap box.
- The sheet with the transactions is found by itself; pick another sheet if the file has several.
- Dates like 03/04/2026 can mean March or April. The order is worked out from the file (a day over 12 decides it), and you can switch it when nothing does.
- The report never looks like a bank statement: it is titled “Transaction report”, says on every page that it is not a bank statement, shows only the last 4 digits of the account number, and has no bank name or balance boxes.
06 / Questions
Straight answers.
Is this Excel to PDF converter free?
Yes, for 2 files a day with no account. A free account (just your email, no password) gives you 2 more, and paid plans have no daily limit. It runs in your browser, and nothing is stored.
Is my Excel file uploaded anywhere?
No. The file is read and the PDF file is written by code running in this browser tab. Neither is sent to a server. You can check: open your browser’s developer tools, go to the Network tab, and convert a file.
Is the PDF a bank statement?
No, and it is made so it can’t pass for one. It is a transaction report: titled as such, marked “Not a bank statement. Not issued by a bank.” on every page, with no bank name, logo or balance boxes, and only the last 4 digits of the account number.
My Excel file has different column names. Will it work?
Yes. Columns are matched by their headings in English and several other languages, or by their contents when there are no headings. You see the match before downloading and can change any column. Single amount columns, separate money in/out columns, and Dr/Cr markers all work.
07 / More converters
Other files, same idea.
All of them run in your browser. For PDFs, start at the bank statement converter; every converter is on the converters page.