Convert your Virgin Money statement PDF to an Excel spreadsheet

A Virgin Money statement in Excel lets you sort, total and categorise transactions, and combine several statements into a single record for the year.

Virgin Money’s own download, or the PDF statement?

Virgin Money online banking may offer a download of recent transactions. For older statements, statements from the previous brands, or figures that match the statements, convert the PDF statements.

Virgin Money PDF statement to Excel, step by step

1. Save the statement PDFGet it from Virgin Money. The Virgin Money statement to CSV page describes where to find it.
2. Convert it aboveChoose the file and wait for the balance check. As Virgin Money is in beta, look for “Verified” before you use the result.
3. Download the CSV for ExcelIt has Date, Description, Paid in, Paid out and Balance columns.
4. Open and save in ExcelDouble-click the file, then save it as an Excel workbook (.xlsx) before adding formulas.

Working with Virgin Money transactions in Excel

• Join old and new statements. Use “Several statements” so statements in different designs end up in one combined CSV, checked at each join.
• Bills by payee. Pivot Paid out by Description to see what each regular bill cost over the year.
• Check each join. Each statement’s opening balance should equal the previous closing balance; the whole-year check confirms it.

Support status: beta

StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some Virgin Money statements may already convert. But we haven’t yet tested a real Virgin Money statement, so we don’t claim support. Verified means every extracted row adds up to the balances printed on the statement. If you don’t see Verified, the converter shows you where the balances stopped adding up.

StatementToCSV is independent and not affiliated with or endorsed by Virgin Money. The name is used only to describe the statements the converter reads.