UBS Statements for Freelancers
UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported. 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 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 UBS specifically: UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
How It Works
Step 1
Download your annual or quarterly 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
- UBS parser — UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
- 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 — UBS PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use UBS statements for freelancers?
Log in to UBS e-banking → Accounts → Account 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 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 UBS's PDF format for freelancers?
UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
What freelancers integrations work with UBS output?
Compatible with Excel, Google Sheets, Wave, FreshBooks, QuickBooks Self-Employed.
Is my UBS data safe?
Your UBS PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
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