Bank statement PDF to FreshBooks
FreshBooks users are mostly service businesses tracking expenses against client work. When a bank connection is unavailable or a historical period needs filling, a converted statement is the fastest way to get a complete expense record in.
Drop a PDF statement to get a FreshBooks-ready CSV
Drop your PDF statement here
or click to browse · 10MB max · nothing is stored
Importing expenses
FreshBooks accepts a CSV expense import with date, description, amount and category columns. Convert the statement, filter to the outgoing rows, add a category column, and import.
Filtering to expenses only
Sort the amount column and take the negative rows. Income belongs in FreshBooks as invoice payments rather than as expense lines, so mixing the two creates double-counted revenue.
Assigning to clients
Add a client column in the spreadsheet before importing when expenses are rebillable. It is far quicker to fill that in with a bulk sort by description than to tag each expense individually afterwards.
Keeping the source
Keep the original PDF alongside the import. FreshBooks holds the categorised expense, but the statement is the underlying evidence if the deduction is ever questioned.
Frequently asked questions
+Does FreshBooks import bank statement CSVs?
FreshBooks supports CSV expense import, which is the practical route for statement data when a bank feed is unavailable.
+Should income rows be imported too?
No, record income through invoices and payments so revenue is not counted twice.
+Can I import a credit card statement?
Yes, card statements are usually the cleanest source of business expenses.