CS/UBS Statements for Financial Analysis
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Cash flow analysis and financial modelling require structured transaction data. Extracting this from PDFs into a usable format is the first — and most painful — step in any analysis.
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Secure Financial Data Processing
Financial Analysis Workflow with CS/UBS
Convert bank statements to Excel for pivot table analysis, trend identification, and cash flow modelling. Clean numeric data means your analysis starts immediately, not after an hour of data cleaning. For Credit Suisse (UBS) specifically: Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
How It Works
Step 1
Download the full-period Credit Suisse (UBS) statement PDFs (monthly or annual)
Step 2
Upload to MintConvert and download as Excel
Step 3
Build pivot tables to analyse spending by category
Step 4
Create cash flow charts from the structured transaction data
Step 5
Import into your financial model or planning tool
Why MintConvert
- CS/UBS parser — Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
- Financial Analysis — Convert bank statements to Excel for pivot table analysis, trend identification, and cash flow modelling. Clean numeric data means your analysis starts immediately, not after an hour of data cleaning.
- CHF preserved — All CHF amounts preserved for financial analysis workflows.
- Integrations — Compatible with Excel, Google Sheets, Power BI.
- Privacy first — Credit Suisse (UBS) PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Credit Suisse (UBS) statements for financial analysis?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload to MintConvert and download a clean QuickBooks file. Convert bank statements to Excel for pivot table analysis, trend identification, and cash flow modelling. Clean numeric data means your analysis starts immediately, not after an hour of data cleaning.
Which output format is best for financial analysis with Credit Suisse (UBS)?
For financial analysis, QuickBooks (QBO) is recommended. In QuickBooks: Banking → Import → Web Connect. Select your .qbo file. Transactions import directly into your bank register, ready for matching and reconciliation.
Does MintConvert handle Credit Suisse (UBS)'s PDF format for financial analysis?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
What financial analysis integrations work with Credit Suisse (UBS) output?
Compatible with Excel, Google Sheets, Power BI, Tableau, QuickBooks Online.
Is my Credit Suisse (UBS) data safe?
Your Credit Suisse (UBS) PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
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