Convert UBS Bank Statements to Excel, CSV & QBO

Convert UBS bank statements from PDF to Excel, CSV or QuickBooks in seconds. All UBS account types supported, scanned or digital PDFs. Free, no signup.

Supported output formats: Excel (XLSX), CSV, QuickBooks (QBO), JSON

Account types supported: Personal Account, Savings Account, Wealth Management, Business Account

Bank: UBS Group AG

Headquarters: Zürich, Switzerland

How to Convert UBS Statements

  1. Download your PDF statement from UBS online banking
  2. Upload the PDF to Bank Statement Converter's converter
  3. Select your output format: Excel, CSV, JSON, or QBO
  4. Click Convert and download your structured file

Frequently Asked Questions

How do I download my UBS bank statement as PDF?
Log in to UBS E-Banking, open Mailbox > Documents, filter by Account statements, then download the PDF to your device.
How many years of statements does UBS keep online?
UBS provides roughly 10 years of statements through online banking. For older records, contact a branch or customer support.
Can I convert a UBS statement to Excel for free?
Yes. Upload your UBS PDF, select Excel or CSV, and download the converted file — first conversions are free with no account required.
Does the converter handle CHF amounts correctly?
Yes. CHF amounts, local date formats and UBS's statement layout are detected automatically and output as clean spreadsheet columns.