Mettle · Excel
Convert your Mettle statement PDF to an Excel spreadsheet
Get a Mettle statement into Excel with dates you can sort and amounts you can total. Your statement never leaves your computer.
Beta Not yet tested on real Mettle statements. What that means
or drop it here
Read in this browser. Your file is never uploaded.
Rows wrong or missing?
Send us the shape of this statement, not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Date | Description | Paid in | Paid out | Balance |
|---|
Send us the shape of , not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Check | Result | What we found |
|---|
Statements
| Period | File | Opening | Closing | Rows | Used as |
|---|
| Date | Description | Paid in | Paid out | Balance | From |
|---|
Works with text PDFs that have Date, Description, Paid in / Paid out (or Amount) and Balance columns. Scanned or photographed statements are not supported yet. The samples are fictional test data.
A sole trader’s Mettle statements in Excel are a fast route to Self Assessment figures: income and expenses for the tax year, sorted and totalled.
Mettle’s own download, or the PDF statement?
Mettle may also offer exports and accounting connections. Converting PDFs is for when you only have the statements, or want them checked for completeness.
Mettle PDF statement to Excel, step by step
- Save the statement PDFGet it from Mettle. The Mettle statement to CSV page describes where to find it.
- Convert it aboveChoose the file and wait for the balance check. As Mettle is in beta, look for “Verified” before you use the result.
- Download the CSV for ExcelIt has Date, Description, Paid in, Paid out and Balance columns.
- Open and save in ExcelDouble-click the file, then save it as an Excel workbook (.xlsx) before adding formulas.
Working with Mettle transactions in Excel
- Invoice payments. Filter Paid in by customer name to match payments to invoices.
- Expense categories. Add a Category column and pivot by category for the tax return.
- Tax-year filter. Filter dates from 6 April to 5 April after combining statements.
- Money set aside for tax. If you move money to a separate tax pot or account, filter Paid out for those transfers to see how much you have put aside compared with the tax you expect to owe.
Support status: beta
StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some Mettle statements may already convert. But we haven’t yet tested a real Mettle 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 Mettle. The name is used only to describe the statements the converter reads.
Questions people ask
How do I convert a Mettle statement to Excel?
Save the PDF statement from the app, convert it here and click “Download CSV for Excel”.
Is Mettle fully supported?
Not yet; it is in beta until real statements have been tested.
Can I check a whole tax year?
Yes. Add every statement in “Several statements”.