UBS Statement Converter
Convert 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.
Choose Your Output Format
How to Convert UBS Statements
1. Download your 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 UBS PDF Statements
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 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.
UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported. UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
UBS Statements for Accounting and Tax
Many users convert 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 UBS Statements
Users convert 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 UBS statements — UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
- 4 output formats — CSV, Excel, JSON, and QuickBooks QBO — all from one upload.
- CHF preserved — All CHF amounts are exported as numeric values.
- Multi-page support — All pages of your UBS statement are extracted.
- Privacy first — UBS PDF files are deleted immediately after conversion.
- Free to start — 5 free conversions per month. No credit card required.
Frequently Asked Questions
How do I convert a UBS statement to CSV?
Log in to UBS e-banking → Accounts → Account 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 UBS statement as a PDF?
Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF.
What are the quirks of UBS PDF statements?
UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
Which UBS account types are supported?
MintConvert supports UBS Private Account, Business Account, and UBS Key4 accounts. All account types use the same statement structure.
Can I use 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 UBS statements to?
MintConvert converts UBS statements to CSV, Excel (.xlsx), JSON, and QuickBooks (.qbo).
Download Guide
Other Switzerland Banks
Switzerland Overview