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CS/UBS Statement Converter

Convert Credit Suisse (UBS) PDF bank statements into structured files like CSV, Excel (.xlsx), JSON, or QuickBooks (.qbo). Upload your statement and download clean transaction data in seconds — no manual copy-paste.

How to Convert Credit Suisse (UBS) Statements

1. Download your CS/UBS statement PDF from online banking.
2. Upload the PDF to MintConvert.
3. Choose CSV, Excel, JSON, or QuickBooks as your output format.
4. Download the converted file with all transactions extracted.
Most conversions complete in under 30 seconds.

About Credit Suisse (UBS) PDF Statements

Credit Suisse (UBS) bank statements are typically downloaded as PDF files from online banking portals. While these PDFs are easy to read, extracting transaction data manually can be time-consuming.

MintConvert extracts the transaction table from your CS/UBS statement and converts it into structured data. Each transaction — including date, description, debit, credit, and balance — is parsed and exported into clean formats like CSV or Excel.

Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.

Credit Suisse (UBS) Statements for Accounting and Tax

Many users convert CS/UBS statements when preparing financial records, analysing spending, or importing data into accounting software.

CSV and Excel formats are commonly used for bookkeeping and financial analysis. QuickBooks (.qbo) files can be imported directly into accounting software.

In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV. In Switzerland, converted statements are often used for Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import.

Files exported by MintConvert are compatible with Bexio, Abacus, Banana Accounting, Run my Accounts.

Why People Convert CS/UBS Statements

Users convert CS/UBS bank statements for several reasons:

• importing transactions into accounting software
• analysing spending patterns in spreadsheets
• preparing financial reports or tax filings
• merging multiple monthly statements into one dataset

Structured formats like CSV or Excel make it easier to filter, sort, and analyse transactions compared with raw PDF statements.

Why MintConvert

  • Optimised for Credit Suisse (UBS) statementsCredit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
  • 4 output formatsCSV, Excel, JSON, and QuickBooks QBO — all from one upload.
  • CHF preservedAll CHF amounts are exported as numeric values.
  • Multi-page supportAll pages of your Credit Suisse (UBS) statement are extracted.
  • Privacy firstCredit Suisse (UBS) PDF files are deleted immediately after conversion.
  • Free to start5 free conversions per month. No credit card required.

Frequently Asked Questions

How do I convert a Credit Suisse (UBS) statement to CSV?

Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Upload the PDF to MintConvert, choose CSV, and download the extracted transaction data in seconds.

How do I download my Credit Suisse (UBS) statement as a PDF?

Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.

What are the quirks of Credit Suisse (UBS) PDF statements?

Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.

Which Credit Suisse (UBS) account types are supported?

MintConvert supports Credit Suisse (UBS) Private Banking, Business accounts, and legacy CS accounts. All account types use the same statement structure.

Can I use Credit Suisse (UBS) statements for accounting or taxes?

In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.

What formats can I convert Credit Suisse (UBS) statements to?

MintConvert converts Credit Suisse (UBS) statements to CSV, Excel (.xlsx), JSON, and QuickBooks (.qbo).