Tangerine · Canada
Convert Tangerine bank statements to Excel, CSV & QBO
Convert Tangerine bank statements (PDF or scanned) to Excel, CSV, QBO or OFX, reconciled against the closing balance. Free for 20 pages a month.
Quick answer
Download your Tangerine bank statement as a PDF from Tangerine online banking under Statements, upload it to StatementPilot, and export Excel, CSV, QBO, OFX or QIF. We check that the "Opening Balance" plus every transaction equals the "Closing Balance" so you know nothing was missed.
What a Tangerine bank statement looks like
Tangerine statements are short single-table PDFs with Withdrawal, Deposit and Balance columns.
Canadian bank statements commonly show a running balance on every line, with separate Withdrawals and Deposits columns, and dates printed as 'Jan 05' without the year.
How to convert a Tangerine statement
- Sign in to Tangerine online banking under Statements and download the statement for the period you need as a PDF (not a screenshot).
- If the PDF is password-protected, open it and save an unprotected copy first.
- Upload one or several months to StatementPilot. Scanned or photographed statements are read with OCR.
- Check the reconciliation panel: the "Opening Balance" plus deposits minus withdrawals should equal the "Closing Balance".
- Export to Excel or CSV for analysis, or QBO/OFX/QIF to import into QuickBooks Online, Xero and Sage 50.
Dates, amounts and account numbers in Canada
English statements use 1,234.56 while French-language statements use 1 234,56. Date order varies by bank, so we detect it from the statement itself. We read the date order from the statement itself and default to DD/MM/YYYY for Canada, so 03/04 is never silently swapped.
Accounts are identified by a transit (branch) number, institution number and account number. Only the masked or last digits are carried into QBO/OFX files, as those importers expect.
Importing Tangerine transactions into your accounting software
Accountants in Canada most often import into QuickBooks Online, Xero, Sage 50 and Excel. Choose QBO for QuickBooks, the Xero CSV for Xero, OFX for most other packages, or Excel/CSV for anything else.
When your bank feed only goes back a few months, converted Tangerine statements fill the gap for older periods without manual typing.
Why statements are still needed
Paperless statements are typically available for up to 7 years in online banking.
Frequently asked questions
Can I convert a Tangerine bank statement to Excel?
Yes. Upload the PDF and download an .xlsx file with date, description, amount and balance columns plus a summary sheet showing the opening balance, closing balance and reconciliation result.
How do I get my Tangerine statement as a PDF?
Statements are available in Tangerine online banking under Statements. Choose the statement period and download or save it as a PDF; a printed copy can also be scanned or photographed and uploaded.
Can I import Tangerine transactions into QuickBooks Online?
Yes. Export the converted statement in the format QuickBooks Online accepts (QBO, OFX or a formatted CSV) and import it as a bank statement file. Dates are written in the format your software expects.
Do I need a Tangerine template?
No. StatementPilot doesn't rely on bank-specific templates, so redesigned Tangerine statements and older layouts both work. The reconciliation check confirms nothing was missed.
Tangerine at a glance
- Institution type
- Digital bank
- Headquarters
- Toronto, ON, Canada
- Where to download statements
- Tangerine online banking under Statements
- Balance labels on the statement
- Opening Balance → Closing Balance
- Currency
- CAD (Canadian dollars)
- Typical date format
- DD/MM/YYYY
Convert your Tangerine statements now
20 free pages every month. No credit card. Every export format included.