Rowvert for Self-employed & tax filers
Convert bank statements to Excel for your tax return
Doing your own taxes starts with a spreadsheet of every transaction. Rowvert gets you there in minutes from the PDFs your bank already gives you.
Free for 1 page a day without an account · 5 pages a day with a free account · No card needed
Sound familiar?
- Twelve monthly PDFs and no CSV export for older months.
- Retyping amounts and getting the sign wrong.
- Missing a deductible expense buried in a long statement.
What you get back
| A · Date | B · Description | C · Debit | D · Credit | E · Balance | |
|---|---|---|---|---|---|
| 1 | 2026-08-02 | CARD PURCHASE 08/01 STARBUCKS #2231 NEW YORK NY | 6.85 | 4,805.55 | |
| 2 | 2026-08-03 | ACH DEBIT CON EDISON UTILITY PAYMENT | 142.19 | 4,663.36 | |
| 3 | 2026-08-04 | ZELLE PAYMENT FROM J. MARTINEZ | 350.00 | 5,013.36 | |
| 4 | 2026-08-08 | DIRECT DEPOSIT ACME CORP PAYROLL | 3,240.00 | 7,664.94 | |
| 5 | 2026-08-12 | CHECK #1042Verify — read from image | 130.00 | 7,534.94 |
Why self-employed & tax filers use Rowvert
A year in one sheet
Convert each statement and paste into one workbook — dates and amounts are already typed.
Categorise fast
Add a category column and use Excel filters or pivot tables to total by type.
Reconciled
Totals are checked against the closing balance so you can trust the sums.
Free or cheap
5 pages a day with a free account; a 100-page pack for $12 covers most personal years.
Questions from self-employed & tax filers
Does it work for HMRC self-assessment, IRS Schedule C or ATO BAS?
It produces the transaction data you need for any of them; the categorisation and the return itself are up to you or your accountant.
Can it convert credit card statements?
Yes.