Convert Tangerine 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 Tangerine bank statement to Excel?
When you give ExtractPro a Tangerine statement, such as one from “Documents” under “Profile & Settings” in the Tangerine app, you receive an Excel file (.xlsx) with a line for each transaction: date, description and amount are separate columns, and the balance is added if the statement shows it. Tangerine’s help pages are at tangerine.ca, where its FAQ begins “To view and download PDFs of your statements:”.
How to download your Tangerine statements from “Documents” in the app
- Tap “More” at the bottom of your screen.
- Tap “Profile & Settings”, then scroll down and select “Documents”.
- Select the statement period and the Account.
“Tap 'Profile & Settings', then scroll down and select 'Documents'”
How it works
3 steps, in seconds
Download the statement
Get the statement for the period from Tangerine; 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 Tangerine statements
01Can I upload the PDFs of my statements that Tangerine lets me download?
Can I upload the PDFs of my statements that Tangerine lets me download?
Yes. Tangerine’s FAQ ends its app steps with “Select the statement period and the Account. Every statement you need should be there.” Upload the statement you saved and you receive a workbook where every transaction has its own row and each amount is a number.
02How does Tangerine say to reach statements on the website?
How does Tangerine say to reach statements on the website?
Tangerine’s FAQ on downloading transactions also has a short list for statements: “Log in and choose the Account” and “Select the 'Statements' button.”
03How often does Tangerine issue statements, and what does a reprint cost?
How often does Tangerine issue statements, and what does a reprint cost?
Tangerine’s FAQ says “Electronic statements are available monthly for all Accounts except Investment Fund Accounts, which are quarterly.” and, on reprints, “For a past statement reprint, there's a charge of $5.00 per statement.”
Your Tangerine statement, in Excel
Free during launch. Upload the PDF and download the Excel file.
Convert my statement