Convert RBC bank statement to Excel
Upload the statement file 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 RBC bank statement to Excel?
An RBC statement, such as one you open from “Statements/Documents” in RBC Online Banking, can be given to ExtractPro, which returns an Excel workbook (.xlsx) where each transaction takes a row, with its date, description and amount in columns of their own and the balance as well if the statement carries one. The bank’s help pages are at rbcroyalbank.com, and its eStatements page says “Access up to 7 years of archived eStatements”.
How to download RBC “Statements/Documents” in Online Banking
- From the Accounts Summary page, select “Statements/Documents” at the top right side of the screen.
- On the Account Documents page, follow the instructions to download and view your document.
- To look at another statement period, use the dropdown menu.
“From the Accounts Summary page, select Statements/Documents located at the top right side of the screen.”
How it works
3 steps, in seconds
Download the statement
Get the statement for the period from RBC; if it comes as a PDF, that is the file to upload.
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.
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 RBC statements
01Can I upload an RBC eStatement or eDocument to ExtractPro?
Can I upload an RBC eStatement or eDocument to ExtractPro?
Yes. On RBC’s page of document options the bank says “They look the same as paper documents, and you can view, save or print your eDocuments at your convenience.” Upload the file you save as it is: the workbook that comes back has a row for each transaction, with amounts stored as numbers.
02Which kinds of document does RBC list under Statements/Documents?
Which kinds of document does RBC list under Statements/Documents?
RBC’s document options page says “From the Accounts Summary page, select Statements/Documents. Under the Your Documents navigation on left, select Account Documents, Tax Documents or Custom Documents. Choose from the dropdown menus to find and show specific documents. View and download your document(s).” The document you take from there is the file to bring to ExtractPro.
03How do I reach a different statement period at RBC?
How do I reach a different statement period at RBC?
In online banking, RBC’s tutorial says “You can select a different statement period by using the dropdown menu.” In the RBC Mobile app, its eStatements page says “Your last 6 statements will be presents automatically.” Whichever statement you end up with, ExtractPro starts from that statement itself.
How do I convert an RBC bank statement to Excel?
To convert an RBC bank statement to Excel, upload the statement you hold to ExtractPro and download the .xlsx it returns: one transaction per row, the date, description and amount in separate columns (and the balance, when the statement shows it), with every amount stored as a number. RBC’s tutorial on accessing your account statement says “From the Accounts Summary page, select Statements/Documents located at the top right side of the screen.” and, for the RBC Mobile app, “Select an account to view your statement.” A statement that a client or a colleague sends you to work from goes through the same upload.
Your RBC statement, in Excel
Free during launch. Upload the statement and download the Excel file.
Convert my statement