Convert UBS bank statement to OFX

Why UBS statements are tricky

UBS writes amounts using period as the decimal separator and dates in DD.MM.YYYY format. It uses separate Debit and Credit columns; running balance is on the right. Apostrophe thousands separator (1'234.56) — non-standard; we still detect cleanly.

StatementEdge handles all of this natively — no per-bank template to configure, no manual column mapping. Drop the PDF, get back a clean reconciled file.

How it works

1. 1Drop your UBS statement PDF. Digital or scanned — both work.
2. 2Our vision pipeline extracts every transaction with locale-correct numbers and dates.
3. 3We balance-check the result: opening balance + sum of transactions must equal closing balance. Any row that doesn't add up is flagged for review.
4. 4Download as CSV, Excel, QuickBooks (.qbo), Quicken (.qfx), Xero or Sage.

Other formats for UBS

• UBS → Excel.xlsx
• UBS → CSV.csv
• UBS → QuickBooks.qbo
• UBS → Xero.csv

FAQ

Does StatementEdge work with UBS for OFX export?

Yes. StatementEdge has been tested against UBS's Switzerland statement layout. Vision-based extraction means no template configuration — drop the PDF and it works.

What's the largest UBS statement I can convert?

Up to 25 MB per file or 100 pages, whichever comes first. Multi-month consolidated statements work fine.

Can I convert scanned UBS statements (not just digital PDFs)?

Yes. We detect text-layer PDFs and image-only scans automatically; both routes produce the same clean output.

What happens to my PDF after conversion?

Source PDFs are auto-deleted after conversion. We retain only the extracted, normalised data tied to your account.

Built for trust

Auto-reconciled

Every total is balance-checked — only genuinely uncertain rows are flagged.

EU residency

Stored in the EU, encrypted in transit and at rest.

No training

Provider settings prevent your data being used to train models.