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.
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
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.
Upload to BankStatementHive
Drop the PDF into the converter. No UBS login required — no third-party connections to your account.
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
Log in to UBS e-banking
Go to ubs.com and log in with your access card or Access App credentials.
- 2
Open your account
Select the account you need a statement for.
- 3
Go to Kontoauszüge
Click "Kontoauszüge" or "Account statement" in the account navigation.
- 4
Download the PDF
Select the period and download it as a PDF — then upload it here.
In the UBS App
- 1
Open the UBS app
Launch the UBS app and sign in with your PIN or biometrics.
- 2
Select your account
Tap the account you need from the accounts screen.
- 3
Open Statements
Tap "Kontoauszüge" or "Statements" in the account menu.
- 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.
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.
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