UK
Upload a Tide statement PDF and every transaction comes back as clean rows — date, description, money out, money in and the running balance — checked so the closing figure ties out. Export to Excel, CSV, or an import file for Xero, QuickBooks, FreeAgent or Zoho.
Tide is a business account built for sole traders, freelancers and small limited companies, run entirely through an app. That means every Tide statement is destined for the books — a Self Assessment, a set of company accounts, or a bookkeeper's month-end — and to be useful there it has to come out as rows, not a PDF.
What's on a Tide statement
A Tide statement lists business activity with a date, the payee, the amount and a running balance. A couple of things shape it:
- Expense cards. Tide lets you issue cards to yourself or a team, and each card transaction carries the merchant, so software, stock and travel costs are easy to categorise once they're in a spreadsheet.
- References and payment types. Faster Payments, Direct Debits and transfers are labelled, and payment references are kept, so you can tie a payment back to the invoice it settled.
A longer description can wrap onto a second line, and a plain PDF export reads that overflow as its own row. The converter joins it back so each payment is one clean transaction.
Where to find your Tide statement
- Open the Tide app or log in at tide.co, go to the account, and open Statements.
- Choose the month or a date range and export the PDF. Tide can also produce a CSV.
- Save the file, then upload it here.
Because Tide generates the PDF itself, the text is clean and the conversion is exact. If you've only been sent a scan or a screenshot, the converter reads it with OCR.
Getting it into your books
- Excel or Google Sheets — one row per transaction with real numbers, ready to total and filter.
- QuickBooks, Xero or FreeAgent — an import-ready file so the lines land as bank entries to reconcile.
- Zoho and others — the same clean data in each one's format.
Every figure is reconciled before download: opening balance, plus money in, minus money out, has to equal the closing balance. For a limited company handing a year to an accountant, that check means the numbers add up rather than nearly adding up.
Common snags with Tide statements
- Expense card detail kept. Each card transaction holds its merchant, so business costs stay easy to categorise.
- CSV vs PDF. Tide can give you a CSV, but if all you have is the PDF — one an accountant asked for — the converter turns it into the same clean rows.
- Multiple accounts. If a PDF covers more than one Tide account, each keeps its own balance rather than being merged.
Frequently asked questions
Can I convert a Tide statement to Excel for free?keyboard_arrow_down
Yes. Upload the PDF and get a clean Excel or CSV back free to start, with the balance checked so it reconciles.
Is Tide a good fit for Self Assessment or company accounts?keyboard_arrow_down
Yes. Because Tide is a business account, its statement holds your income and expenses; converting it to rows lets you total each side for a Self Assessment or hand a clean file to your accountant.
Where do I get my Tide statement?keyboard_arrow_down
In the Tide app or at tide.co: open the account, go to Statements, pick the period and export the PDF or CSV. That app-generated PDF converts cleanly.
Does it work for a Tide limited-company account?keyboard_arrow_down
Yes. Tide serves sole traders and limited companies alike, and both use the same statement layout — so the conversion produces the same clean rows whether you're filing Self Assessment or company accounts.
Does it read a scanned Tide statement?keyboard_arrow_down
Yes, with OCR — though a statement from Tide downloads as a native digital PDF that converts on its own.
