Convert ATB Financial bank statement to Excel

Upload the statement PDF and download an Excel file with one transaction per row: date, description and amount in separate columns (and the balance, when the statement shows it).

Secure

Your bank statements aren't shared with anyone and are encrypted in transit. Password-protected PDFs open in your browser. How we handle your files

Built for firms

For accountants and bookkeepers who reconcile accounts every month: one transaction per row and the same columns every time.

Accurate

We keep improving how each bank converts. If a file doesn't convert the way you expected, email us at support@extractpro.app and we'll fix it.

How do you convert your ATB Financial bank statement to Excel?

ATB Financial e-statements, such as the one you view or download from “Account services” in ATB Personal, are read by ExtractPro and handed back as an Excel file (.xlsx) with a row per transaction, the date, the description and the amount in a column each (plus the balance, when the statement shows it). ATB’s site is atb.com, where its support page says “Find the month you want in the list and click View to see a copy of the e-statement in your internet browser.”

How to download your ATB Financial “e-statements” from “Account services”

  1. From the Overview screen, click “More” in the primary navigation.
  2. From the More menu, click “Account services”.
  3. Find the month you want in the list and click “View”.
  4. Or click “Download” to download a PDF copy of the statement.

“Or click Download to download a PDF copy of the statement.”

How to access and manage e-statements on ATB Personal | ATB Financial ·

How it works

3 steps, in seconds

01

Download the statement

Get the statement for the period from ATB Financial; if it comes as a PDF, that is the file to upload.

02

Upload it to ExtractPro

If the PDF is password-protected, enter the password and the file unlocks in your browser. The password never reaches our servers.

03

Download the Excel file

One transaction per row, with date, description and amount in separate columns (and the balance, when the statement shows it).

FAQ

About ATB Financial statements

01

Can I upload the PDF copy of an ATB e-statement?

Yes. ATB’s support page says “Or click Download to download a PDF copy of the statement.” Upload that copy and the spreadsheet returned has a row per transaction, each amount held as a number.

02

Where do I find e-statements in ATB Personal?

ATB’s support page says “click More in the primary navigation.” and then “click Account services”. From there you pick the month you want from a list.

03

How many statements does ATB list at once?

The listing on ATB’s page reads “You’ll see the last 12 monthly statements from the selected account(s), or can you pick a specific year (in the last seven) to View statements from that calendar year.” Once you have the statement you want, upload it as it is.

Your ATB Financial statement, in Excel

Free during launch. Upload the PDF and download the Excel file.

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