CS/UBS Statements for Freelancers
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Freelancers mix personal and business transactions in one account — separating income from expenses for tax purposes means going through the entire year's statement manually.
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Secure Financial Data Processing
Freelancers Workflow with CS/UBS
Convert your full-year bank statement to a sortable Excel or CSV file. Filter by keyword, amount, or date to quickly separate client payments from business expenses. 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 your annual or quarterly Credit Suisse (UBS) statement PDF
Step 2
Upload to MintConvert and download as Excel
Step 3
Sort by Description column to group client payments
Step 4
Filter to identify deductible business expenses
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.
- Freelancers — Convert your full-year bank statement to a sortable Excel or CSV file. Filter by keyword, amount, or date to quickly separate client payments from business expenses.
- CHF preserved — All CHF amounts preserved for freelancers workflows.
- Integrations — Compatible with Excel, Google Sheets, Wave.
- 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 freelancers?
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 your full-year bank statement to a sortable Excel or CSV file. Filter by keyword, amount, or date to quickly separate client payments from business expenses.
Which output format is best for freelancers with Credit Suisse (UBS)?
For freelancers, 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 freelancers?
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 freelancers integrations work with Credit Suisse (UBS) output?
Compatible with Excel, Google Sheets, Wave, FreshBooks, QuickBooks Self-Employed.
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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