United States · USD
Convert Mercury statements to Excel
Upload a Mercury statement PDF and get every transaction as a clean spreadsheet: real dates, debit and credit columns, and a balance check on every row.
How to download your Mercury statement PDF
- 1Sign in to the Mercury dashboard.
- 2Go to “Statements” (under Accounts or Documents) and pick the month.
- 3Download the monthly statement PDF.
Menu names change from time to time; see mercury.com for the current steps.
What makes Mercury statements tricky
- Statements list signed amounts; when no running balance is printed we reconcile against the opening and closing balances instead.
- Counterparty names and memos can be long and wrap across lines.
- Mercury can also export CSV directly, but the PDF is what accountants and lenders usually receive, which is where PDFGenie helps.
Typical columns
DateDescriptionAmountBalance
Frequently asked questions
- How do I convert a Mercury statement to Excel?
- Download the statement PDF from Mercury online banking, drop it onto this page and choose Excel or CSV once the transactions appear. Most statements take a few seconds.
- Is it safe to upload my Mercury statement?
- Files travel over HTTPS and are converted by our own software, with no AI services involved. They're deleted automatically after 24 hours (72 if the conversion fails, so we can fix it), and you can delete them yourself right away.
- Does PDFGenie check the Mercury balances?
- Yes. Each transaction is checked against the running balance where the statement prints one, and the opening/closing balances otherwise. Rows that don't add up are flagged so you can review them.
- Can I convert scanned statements?
- Yes. Pages without a text layer (scans and photos saved as PDF) are read with OCR on our own servers, and sideways or upside-down pages are turned upright. PDFs downloaded from online banking are still the most accurate, and the balance check flags any row OCR may have misread.