Convert Desjardins statements to Excel or CSV
Desjardins statements often come in French (relevé de compte) with comma decimals, and you download them as PDFs from the Statements tab in AccèsD on a web browser. Upload the French or English PDF to BankConv to export withdrawals, deposits and balance to Excel, CSV or Google Sheets.
Updated
Download your Desjardins account statement (relevé de compte)
- 1.Log in to AccèsD in a web browser (desjardins.com). Downloading statements isn't available in the mobile app.
- 2.Under Accounts, select your everyday account.
- 3.Open the Statements tab (Relevés in French) and choose the month.
- 4.Download the PDF. Repeat for each month;
Do you need to convert at all?
AccèsD can usually give you account transactions as a CSV file for spreadsheet or database software. Business members using AccèsD Affaires have their own CSV reports.
The CSV covers transactions, not the formatted statement, and its layout depends on the service you use. Statements are available from the first day of the month and stay retrievable for 7 years, as PDF.
Desjardins export formats: CSV
What to know about Desjardins PDFs
- Many statements are in French
- If your AccèsD profile is set to French, the relevé de compte shows French headings such as Retrait, Dépôt and Solde, and amounts with a comma for decimals and a space for thousands (1 875,30). Open the CSV with a French (Canada) locale, or check that amounts came out as numbers before you sum them.
- Several accounts on one statement
- A Desjardins statement often covers more than one account or product in your file, each with its own table. Check which account each block of rows belongs to, and filter to one account before you import.
- Dates without a year
- Dates usually look like 3 sept, with no year. Take the year from the statement period, and check December–January statements row by row before you sort.
Converting a Desjardins statement
Desjardins statements are usually text-based PDFs, in English or French depending on your profile language. Each transaction line becomes one row, and French headings and comma-decimal amounts are kept as they appear.
- Download the monthly PDFs from the Statements tab in AccèsD.
- Upload them to BankConv, up to 10 at a time.
- Check the rows, then export Excel or CSV.
What to check before you import
Each account block shows a previous balance and a new balance. Use them to check the result yourself, one account at a time.
- Account: filter the rows to the account you’re importing.
- Balance: previous balance + deposits − withdrawals should equal the new balance. With a previous balance of 3 150,00, the sample rows above end at 5 056,73.
- Numbers: confirm every amount is a number, not text.
- Year: add the year to each date from the statement period.
Some other banks, such as RBC, also print French statements for French-language profiles.
To bring the rows into QuickBooks, see importing into QuickBooks. Other Canadian banks are on the Canadian banks page.
Sources: Desjardins: Documents and statements · Desjardins: AccèsD and mobile services FAQ
Columns you get
| Date | Description | Retrait | Dépôt | Solde |
|---|---|---|---|---|
| 3 sept | Virement Interac reçu J TREMBLAY | 250,00 | 3 400,00 | |
| 5 sept | Paiement facture HYDRO-QUEBEC | 132,45 | 3 267,55 | |
| 8 sept | Dépôt paie ACME INC | 1 875,30 | 5 142,85 | |
| 10 sept | Achat direct IGA #8123 | 86,12 | 5 056,73 |
Sample rows in Desjardins's layout, fictional data. First 5 pages free to check.
Deleted after 24 hours
Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.
Read only to extract transactions
Your statement is read (with OCR for scans) to pull out the transaction rows you download.
Encrypted in transit
Uploads and downloads use HTTPS (TLS).
Passwords never stored
The password of a protected PDF is used once to open the file.
No bank login
BankConv works from the PDF you download, never from a connection to your bank.
Desjardins statement questions
Can BankConv convert a Desjardins statement in French?
Yes. BankConv reads the table on the page, so French headings such as Retrait and Dépôt convert the same way as English ones. Check that comma-decimal amounts came out as numbers in your spreadsheet.
Can I download Desjardins statements from the mobile app?
You can view statements in the app, but Desjardins says downloading and printing need AccèsD on a web browser.
How far back can I get Desjardins statements?
Desjardins keeps online account statements retrievable for 7 years. Download the PDFs for the months you need and convert up to 10 at a time.
Do I need to share my AccèsD password?
No. You download the PDF yourself and upload it. BankConv never connects to your bank and never asks for your banking password.
Other Canada banks
- RBC Royal Bank
- TD Canada Trust
- Scotiabank
- BMO
- CIBC
- National Bank of Canada
- Tangerine