Convert Kotak Mahindra Bank statement PDF to Excel

Kotak Mahindra Bank statements from the Kotak app or net banking use a description column packed with UPI and transfer detail. StmtSnap reads the Kotak layout and puts the description, withdrawal, deposit and balance into clean Excel columns.

Excel and CSV are free, plus Tally XML, QuickBooks QBO and Zoho CSV on paid plans.

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Text PDFs are converted in this browser and never uploaded. Scanned PDFs are read by Google Gemini, and we ask first.

Before you convert: a text PDF stays on your device. If the PDF is a scan, we show a notice before any page is sent to Google Gemini, and scanned pages need a free account. Excel and CSV are free; Tally XML, QuickBooks QBO and Zoho CSV are on paid plans (pricing).

Columns on a typical Kotak statement

  • Date
  • Value Date
  • Description (UPI / NEFT / IMPS detail)
  • Chq / Ref No.
  • Withdrawal (Dr)
  • Deposit (Cr)
  • Balance

The export keeps the transaction date, the full description and the amount split into debit and credit, plus the running balance. Value-date and cheque/reference columns are not exported in this version; a reference printed inside the narration stays in the description.

How to download your Kotak e-statement PDF

  1. Log in to Kotak Net Banking or open the Kotak mobile app.
  2. Go to Accounts → Account Statement → select the period.
  3. Download as PDF and note the PDF password if applied.
  4. Open the PDF in StmtSnap and download your Excel file.

The converter does not rely on a fixed Kotak template. It reads the column header on the page, so a statement whose headers are worded slightly differently (Withdrawal or Debit, Deposit or Credit) still lands in the same Excel columns.

The parsed data flows into the Tally XML and QuickBooks QBO exports unchanged, so the numbers agree across every format you download.

Questions

Is the Kotak converter free?
Yes. The free tier covers 15 pages a month with no card.
Does it work with Kotak 811 statements?
If the 811 statement is a text PDF with a date column and Withdrawal/Deposit (or Debit/Credit) columns, it reads the same way. Check the balance result on your first one.
Can I export the Kotak statement to Tally?
Yes. Tally ERP 9 / Tally Prime XML is available on paid plans (Starter, Pro, Enterprise).
Are password-protected Kotak PDFs supported?
Yes. Type the PDF password when asked. The file is unlocked in your browser; neither the PDF nor the password is uploaded.
How accurate is Kotak parsing?
Every conversion is checked before you download: the running balance row by row, and the opening and closing balances where the statement prints them. A Kotak statement that did not read cleanly shows as a mismatch instead of a tidy but wrong file. If that happens, email us the layout with the numbers blanked out.

Reference: Kotak Mahindra Bank — official website

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