Bank Statement Converter for Life Coaches & Business Coaches

Coaches running subscription programs and one-on-one clients need accurate monthly income records for quarterly taxes and business planning. Bank Statement Converter extracts every transaction from your PDF bank statements into Excel or CSV in seconds.

Key Benefits

• Track Stripe, PayPal, and direct client payments in one spreadsheet
• Export to CSV for QuickBooks Self-Employed or Wave Accounting
• Identify platform fees, Zoom charges, and software subscriptions
• Batch convert up to 5 months at once for quarterly tax prep
• Free, no account, files deleted immediately after conversion

How It Works

1. Step 1: Download your monthly bank statement PDF from your bank
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Choose Excel or CSV output
4. Step 4: Download and categorize client income vs. business expenses

Frequently Asked Questions

How do I separate Stripe payouts from other deposits?

In the Excel output, filter the Description column for 'Stripe' to isolate all payout transfers. The date and amount columns let you match payouts against your Stripe dashboard.

Can I track group program and 1:1 income separately?

The converter extracts all transactions. You can add a Category column in Excel and tag each deposit by program type based on the description or amount.

Convert a Statement Free