Optimized for UBS PDFs

Convert UBS Statements to CSV or Excel

Upload your UBS PDF and get a structured spreadsheet in under 10 seconds — ready for your Treuhänder, Abacus, Xero, or any accounting tool.

GDPR compliantEncrypted in transitReady in under 10 secondsBulk uploads supported

Why convert UBS statements to CSV or Excel?

UBS is Switzerland's largest bank and one of the world's leading wealth management institutions — serving private clients, businesses, and institutional investors across Switzerland and globally. After its merger with Credit Suisse, UBS's reach in Switzerland is now even broader. Regardless of the account type, statements come as PDFs through e-banking. For archiving, that's fine. For accounting, it's a bottleneck.

BankStatementHive converts your UBS PDF in one step. Upload it and every transaction — booking date, value date, type, description, reference, and amount — lands in a clean, structured spreadsheet. Ready to use immediately for bookkeeping, tax preparation, or any financial analysis.

Works for UBS personal accounts, UBS Key4 Banking, and UBS Business accounts — anything downloadable as a PDF from UBS e-banking.

How it works

Convert to CSV or Excel in 3 steps

Step 1

Download your UBS PDF

Log in to UBS e-banking, open your account, go to Kontoauszüge, and download the PDF for the period you need.

Step 2

Upload to BankStatementHive

Drop the PDF into the converter. No UBS login required — no third-party connections to your account.

Step 3

Download CSV or Excel

Get a clean, structured spreadsheet ready for Abacus, Bexio, Excel, or any tool that accepts CSV.

How to download your UBS statement as a PDF

Before converting, you'll need your UBS statement saved as a PDF. Here's how to get it from UBS e-banking or the UBS app.

In UBS e-banking

  1. 1

    Log in to UBS e-banking

    Go to ubs.com and log in with your access card or Access App credentials.

  2. 2

    Open your account

    Select the account you need a statement for.

  3. 3

    Go to Kontoauszüge

    Click "Kontoauszüge" or "Account statement" in the account navigation.

  4. 4

    Download the PDF

    Select the period and download it as a PDF — then upload it here.

In the UBS App

  1. 1

    Open the UBS app

    Launch the UBS app and sign in with your PIN or biometrics.

  2. 2

    Select your account

    Tap the account you need from the accounts screen.

  3. 3

    Open Statements

    Tap "Kontoauszüge" or "Statements" in the account menu.

  4. 4

    Save the PDF

    Select the period, download the PDF, and save it — then upload it here.

What you get

Every transaction from your UBS PDF lands in a structured table with all the columns you need — clean and ready to use immediately.

Booking DateValue DateTypeDescriptionReferenceAmount

Excel (XLSX)

Open directly in Excel or Google Sheets — filter, sort, and build formulas on your UBS transactions.

CSV

Universal format that imports cleanly into Abacus, Bexio, Xero, QuickBooks, and any accounting tool.

Why BankStatementHive for UBS statements

Built for UBS PDFs

Handles UBS's statement layout accurately — personal, business, and wealth management formats supported.

Done in under 10 seconds

No manual cleanup, no waiting. Your statement is processed and ready to download almost instantly.

Private and secure

Encrypted in transit. Files are not stored long-term and are never shared. Fully GDPR compliant.

Multi-page & bulk uploads

Upload a single statement or a full year of UBS PDFs — all transactions in one clean file.

Supported UBS accounts

BankStatementHive processes statements from all standard UBS personal and business account types.

UBS personal accounts & Key4 Banking

UBS personal current and savings account statements — full transaction history from PDF.

UBS wealth management accounts

UBS private banking and wealth management account statements fully supported.

UBS credit cards

All UBS personal and business credit card statements fully supported.

UBS Business accounts

UBS business current account statements for Swiss companies and international clients.

What people use converted UBS statements for

Buchhaltung & bookkeeping

Import UBS transactions into Abacus, Bexio, Xero, or QuickBooks — no manual rekeying required.

Steuererklärung & MWST

Give your Treuhänder a clean spreadsheet of all UBS transactions before the ESTV deadline.

Hypothek & Finanzierung

Produce well-formatted UBS statement exports for mortgage applications or wealth planning.

Expense analysis

Filter and analyse your UBS transactions in Excel or Google Sheets — no data entry needed.

What people say about BankStatementHive

"Mein Treuhänder wollte immer eine Tabelle statt dem UBS-PDF. Jetzt geht das in Sekunden."

Thomas B.

"Works perfectly on UBS business account statements. CSV imports into Abacus without any issues."

Sophie W.

"Fast and accurate. Every UBS transaction shows up correctly — nothing missing from the spreadsheet."

Marco F.

FAQ

Common questions about UBS statements

Ready to convert your UBS statement?

Upload a PDF and download a clean spreadsheet in under 10 seconds. No subscription, no base fee — $0.99 per statement.

Convert UBS statement