Convert CS/UBS Bank Statement to Excel
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Download a clean .xlsx file — no signup required.
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Credit Suisse (UBS) Statement Conversion
Credit Suisse (UBS) bank statements are typically downloaded as PDF files from online banking portals. These PDFs contain transaction tables with dates, descriptions, debit and credit amounts, and balances. MintConvert extracts these transactions from $CS/UBS statement PDFs and converts them into $Excel format. The resulting file can be used for accounting, financial analysis, or importing into software like $Microsoft Excel, Google Sheets, LibreOffice Calc.
Why .XLSX for CS/UBS Statements?
Excel (.xlsx) output includes auto-sized columns, consistent date formatting, and CHF amounts in numeric cells — ready for SUM formulas, pivot tables, and cash flow analysis without additional cleanup.
CS/UBS PDF Format Notes
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
Example Output
| Date | Description | Debit (CHF) | Credit (CHF) | Balance |
|---|---|---|---|---|
| 2024-03-15 | Credit Suisse (UBS) ATM Withdrawal | 2,000.00 | — | 48,500.00 |
| 2024-03-18 | Salary Credit | — | 75,000.00 | 1,23,500.00 |
How It Works
Download CS/UBS PDF
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
Upload to MintConvert
Drag and drop your Credit Suisse (UBS) PDF. MintConvert auto-detects the format and processes all pages.
Download .XLSX
Clean file in under 30 seconds — Date, Description, Debit (CHF), Credit, Balance.
Why MintConvert
- Zero setup — Credit Suisse (UBS) PDFs parsed automatically — no template configuration.
- CHF preserved — All amounts stay in CHF as numeric values.
- Multi-page — All pages extracted into one Excel file.
- Privacy first — PDF processed in-memory only — deleted immediately after conversion.
- Instant download — Most Credit Suisse (UBS) statements convert in under 30 seconds.
- Switzerland context — In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
Frequently Asked Questions
Can I open the Credit Suisse (UBS) Excel file in Google Sheets?
One row per transaction — Date, Description, Debit (CHF), Credit (CHF), and Balance. The .xlsx file opens natively in Microsoft Excel and Google Sheets. All amounts are numeric — no text-to-columns conversion needed.
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.
Does MintConvert handle Credit Suisse (UBS)'s PDF format correctly?
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 long does Credit Suisse (UBS) PDF to Excel conversion take?
Under 30 seconds for most Credit Suisse (UBS) statements. Multi-month statements (100+ pages) may take up to 60 seconds.
Does this work for Credit Suisse (UBS) Private Banking, Business accounts, and legacy CS accounts?
Yes — MintConvert works with Credit Suisse (UBS) Private Banking, Business accounts, and legacy CS accounts. The PDF format is consistent across account types.
Is CHF formatting preserved in the Excel output?
Yes — all CHF amounts output as numeric values (no currency symbols) so they import correctly into accounting software.
Is my Credit Suisse (UBS) data safe?
Your Credit Suisse (UBS) PDF is processed in-memory only — never stored. Deleted immediately after conversion. Download link expires after 24 hours.
What if the Credit Suisse (UBS) PDF is password-protected?
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger.
Is this useful for Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import?
Yes — In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
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