Convert UBS PDF to CSV
Convert UBS PDF statements to CSV format. Swiss banking statement extraction. Stop manual data entry and get your UBS transactions into Excel, QuickBooks, or Xero in seconds.
Try free — no credit card required
How to Download Your UBS Statement PDF
- 1
Log in to UBS online banking
- 2
Navigate to your account overview
- 3
Click on "Statements" or "Kontoauszüge"
- 4
Select your statement period
- 5
Click "Download PDF" to save the statement
UBS is Switzerland's largest bank. Statements use European date format (DD.MM.YYYY) and IBAN account numbers.
What Your UBS CSV Will Include
UBS Statement Format
UBS statements use European date format (DD.MM.YYYY) with IBAN account numbers. Statements include clear transaction descriptions. Current account statements show running balances.
Supported UBS Account Types
- Current Account
- Savings
- Investment
Simple, Transparent Pricing
Try free with up to 3 conversions per month. For scanned PDFs, messy layouts, and better extraction quality — upgrade to AI Pro.
Try it risk-free
- 3 free conversions per month
- CSV & Excel export
- Text PDFs only
- Standard extraction
- AI rescue
- Scanned PDF support
Best for one-off volume
- Unlimited text PDF conversions for 24h
- CSV & Excel export
- Guest checkout — no sign-up
- One-time payment, no sub
- AI rescue
- Scanned PDF support
1,000 AI credits included
Best for messy, scanned, or high-stakes statements
- AI rescue when standard extraction isn't good enough
- Scanned & image PDF support
- Batch upload (up to 10 files)
- QBO, JSON, CSV & Excel export
- Dashboard & history (7-day retention)
- Priority support
- Failed AI rescues refunded automatically
AI extraction pauses at 1,000 credits each month; annual billing gives you a larger upfront pool.
Only AI rescue and scanned PDF extraction use credits. Standard text-PDF extraction stays free and unlimited for all tiers.
UBS Tips & Notes
- 1
UBS is Switzerland's largest bank and one of the world's largest wealth managers
- 2
UBS acquired Credit Suisse in 2023, consolidating Swiss banking
- 3
UBS statements use IBAN format and Swiss date formatting
Secure Handling
Your UBS statements are encrypted and processed securely. We automatically delete all files after 24 hours.
Instant Conversion
Our specialized parsing engine understands the UBS layout to extract data instantly and accurately.
Format Ready
Get a clean CSV or Excel spreadsheet with dates, descriptions, and amounts properly formatted for accounting software. Need higher accuracy? Try AI extraction.
Common UBS Conversion Issues
Date Format Confusion (DD/MM/YYYY)
UBS statements use the DD/MM/YYYY date format. When opening the CSV in Excel, ensure your system region settings match to avoid dates being misinterpreted (e.g., 10/02 becoming October 2nd instead of February 10th).
Check Images
Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.