Convert Investec 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 Investec bank statement to Excel?
Investec Online and the Investec app give you a statement that goes into ExtractPro and returns as an Excel file (.xlsx), with one transaction per row, the date, description and amount in separate columns (and the balance, when the statement shows it). Investec says “Statements are electronically stamped with our official bank stamp automatically - so there is no need to visit an Investec office.” Its web steps start “Visit www.investec.co.za and log into Investec Online”.
How to download your Investec statement from “Statements & documents” in Investec Online
- Log in to Investec Online and select “Statements & documents” under “My Banking”.
- Select the account number you need statements for, then “Download statements”.
- Select the date option you would like and click the “Request document” button.
- The statement opens in a PDF format that you can save or print.
“Your account statement will be opened in a PDF format that you can save or print”
Investec self-service tips: Getting stamped account statements ·
How it works
3 steps, in seconds
Download the statement
Get the statement for the period from Investec; 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 Investec statements
01Can I upload a statement that Investec Online opens in PDF format?
Can I upload a statement that Investec Online opens in PDF format?
Yes. Investec says “Your account statement will be opened in a PDF format that you can save or print”. Save that PDF and upload it unchanged: the spreadsheet that comes back has one row for each transaction and amounts you can add up.
02Can I get Investec statements in the app as well as on the web?
Can I get Investec statements in the app as well as on the web?
Investec says “Through Investec Online or App, you can access your account statements conveniently and securely.” In the app, its steps include “Log into the App” and “Select which of your statements you want to download or email”.
03What does Investec say about sharing a password-protected statement?
What does Investec say about sharing a password-protected statement?
Investec says “To share a non-password-protected version of your document with a trusted party, please use your personal computer to decrypt and print your statements. Not all PDF applications on mobile phones can decrypt password-protected documents.” That advice concerns the file you save from Investec; what you upload to ExtractPro is that statement.
Your Investec statement, in Excel
Free during launch. Upload the PDF and download the Excel file.
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