Convert RBC Royal Bank statements to Excel or CSV
RBC's own transaction download only covers recent activity. For anything older, take the PDF eStatement from RBC Online Banking and run it through BankConv, which exports withdrawals, deposits and balance to Excel, CSV or Google Sheets. Fill the dates down and check the totals afterwards.
Updated
Download your RBC eStatement
- 1.Sign in to RBC Online Banking (rbcroyalbank.com) or the RBC app.
- 2.Select the account, then look for Statements or eStatements.
- 3.Choose the statement period and download the PDF.
- 4.Repeat for each month.
Do you need to convert at all?
RBC Online Banking usually offers a transaction download with a spreadsheet (CSV) format and formats for money and accounting software such as Quicken (QFX) and QuickBooks (QBO).
Recent transactions only, from Online Banking on a computer. Past statement periods are PDF eStatements.
RBC Royal Bank export formats: CSV, QFX, QBO
What to know about RBC Royal Bank PDFs
- Withdrawals and deposits in two columns
- Personal statements usually show debits under Withdrawals ($) and credits under Deposits ($). Business statements often label them Cheques & Debits and Deposits & Credits. Keep both columns, or build one signed amount.
- Dates without a year, and one date per day
- Dates usually print as day and short month, sometimes only on the first transaction of the day. Fill blank dates down from the row above, and check the year on a December–January statement.
- English or French statements
- If your account is set to French, the same statement shows French headings and descriptions. BankConv reads the table either way; check that amounts with a comma decimal come out as numbers.
Converting RBC statements
RBC eStatements are usually text-based PDFs with one transaction table per account, so they tend to come out row for row. The main jobs are filling dates down and checking the totals.
- Download the monthly PDF eStatements from Online Banking.
- Upload them to BankConv.
- Check the rows, then export Excel, CSV or Google Sheets.
What to check before you import
Use the account summary at the top of the statement, which shows the opening balance, total deposits, total withdrawals and the closing balance.
- Sum Withdrawals and Deposits and compare them with the summary.
- Confirm the last balance equals the closing balance.
- Fill blank dates down and check the year on early-January rows.
If one PDF covers more than one account, check the account number above each table so rows from different accounts don’t mix.
For QuickBooks, see QuickBooks import. If your software wants OFX, download OFX from BankConv instead of CSV.
Sources: RBC Royal Bank: Access your account statement · RBC Royal Bank: Document options FAQs
Columns you get
| Date | Description | Withdrawals | Deposits | Balance |
|---|---|---|---|---|
| 3 Sep | e-Transfer - Autodeposit J SMITH | 150.00 | 2,350.00 | |
| 5 Sep | Payroll Deposit ACME CANADA | 1,980.00 | ||
| Interac purchase - 1234 LOBLAWS #1012 | 86.40 | 4,243.60 | ||
| 8 Sep | Online Banking payment - 4321 HYDRO ONE | 120.55 | 4,123.05 |
Sample rows in RBC Royal Bank'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.
RBC Royal Bank statement questions
Can I download RBC transactions as CSV?
Usually yes, for recent activity, from RBC Online Banking. For past months, download the PDF eStatements and convert them in BankConv to CSV or Excel.
Does this work for RBC business account statements?
Yes. Business statements use different column names, such as Cheques & Debits, but BankConv reads the table on the page, so they convert the same way.
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