Convert Desjardins statements to Excel.
Checked to the cent.
Drop a Desjardins PDF and get a clean spreadsheet, QuickBooks or Xero file in seconds. Every row is checked against the balances printed on the statement, so a misread is flagged, not hidden.
Drop your bank statements here
One file or a whole year. PDF, scanned image, CSV, QIF or OFX. Up to 12 files at a time; long PDFs are split for you.
Not ready to upload your own? See a sample result
5 pages free, no account. Amounts stay in CAD.
How to download a Desjardins statement as a PDF
- Log in to AccèsD in a web browser and go to the Accounts section.
- Select your everyday account (compte d'opérations courantes), then open the Statements tab for that folio.
- Choose the month you want and click Download to save the PDF. Statements appear on the first day of the following month.
- Older months sit in the same list for seven years, and the Statements and documents entry in the main menu reaches them too.
- In the Desjardins mobile services app: tap More at the bottom right, then Statements and documents, to view a statement. Desjardins' own FAQ says saving and printing the account statement is browser-only, so use AccèsD on a computer for the PDF.
Then drop the file above. Several months at once is fine; a year comes back as one workbook with a sheet per month.
Before you upload: is the PDF password-protected?
Desjardins statement PDFs open without a password from AccèsD. Nothing needs stripping before you upload them.
What Desjardins statements look like
RELEVÉ DE COMPTE per folio with Date, Code, Description, Frais, Retrait, Dépôt, Solde (Fees, Withdrawal, Deposit, Balance on English files), a Solde reporté line at the top of each account section, and chequing, savings and line of credit stacked in one PDF.
A caisse statement is headed RELEVÉ DE COMPTE with the folio number and period, and it is one document for the whole folio: the chequing account (EOP, compte d'opérations courantes), any savings account and a personal line of credit each get their own section with a Solde reporté line at the start. Columns are Date, Code, Description, Frais, Retrait, Dépôt, Solde, and the English version carries the same layout with Fees, Withdrawal, Deposit and Balance; which language you get follows the language on your member file. Dates are the day and an abbreviated French month (1 AVR, 15 SEPT) with the year only in the header. Negative balances are printed with a trailing minus (6.33-) rather than a leading one, and the three-letter Code column (RA, PWW, VIR, DGA, SAL, FTC) is Desjardins' own transaction taxonomy, published on desjardins.com. A personal folio with moderate activity runs two to four pages; a business folio on AccèsD Affaires is longer, and monthly fees are itemised through the Frais column.
Where Desjardins statements trip up other converters
- Several accounts in one relevé: print one account's pages to a separate PDF so the balance check ties to that account alone.
- Negative balances carry a trailing minus (6.33-) rather than a leading one; the balance check reads it as a negative figure, not as noise.
- A three-letter transaction Code (RA, PWW, VIR) sits beside each description and comes through with it.
None of this is bank-specific configuration. The balance check catches these cases for every bank; this list just explains what you will see on a Desjardins file.
Why not just use Desjardins's own export?
From an account in AccèsD, the Transactions tab has a period selector and an export control (Exporter or Télécharger, sometimes tucked under a More menu) that hands you a CSV of the displayed rows; other formats vary by account and by AccèsD version, so check the dropdown rather than assuming QBO is there. The CSV has quirks: credit card exports can arrive with no header line, the separator may be a comma or a semicolon depending on regional settings, and the sign of amounts differs between chequing and card. There is no running balance and no opening figure in it. The statement PDF has the Solde on every row, which is why it converts more reliably than the export for a month-end tie-out.
What you get back
- A green Balanced badge when the printed opening balance plus money in minus money out equals the printed closing balance, row by row. Or a red one pointing at the first row that does not add up, with a one-click swap if debit and credit look reversed.
- Click any misread cell, correct it, and the check re-runs before you download.
- Download Excel, CSV, QuickBooks (.qbo), Xero CSV or Tally XML, whichever QuickBooks Online imports best, with a suggested category on every row.
Importing into QuickBooks Online, Sage 50, Excel
Desjardins questions
My Desjardins relevé has chequing, savings and a line of credit in one PDF. Can I get just the chequing account out of it?
Print the pages that belong to the compte d'opérations courantes to a new PDF and upload that on its own. Each section opens with its own Solde reporté, so the page break is easy to spot, and the check then runs from that opening figure to the last Solde of the section. Doing the savings account the same way gives you a second file with its own tie-out, and interfolio transfers (VIR, VF) appear once in each.
What happens to the Code column and the trailing minus on negative balances?
The code sits beside the description on the printed row and comes through with it, so a line reads something like RA Paiement préautorisé followed by the payee, and your bank rules can key off it. A balance printed as 6.33- is read as negative 6.33, so a line of credit or an overdrawn month reconciles correctly and shows as a signed number in Excel.
Can I get an English statement instead of a French one?
The language of the relevé follows the correspondence language on your member file at the caisse, not a setting on the PDF itself, and changing it affects future statements rather than past ones. For conversion it makes no difference: Retrait, Dépôt and Solde or Withdrawal, Deposit and Balance both produce the same debit, credit and balance columns, and the descriptions stay in whichever language they were printed.
How do I convert a Desjardins statement PDF to Excel?
Download the statement PDF from Desjardins online banking or the app, drop it on this page, and wait about 10 to 40 seconds. You get every transaction in a table, a balance check against the printed opening and closing balance, and Excel, CSV, QuickBooks, Xero and Tally XML downloads. The first 5 pages are free with no account.
Do I need a Desjardins template?
No. The statement is read the way a person reads it, so Desjardins layout changes do not break anything. What protects you is the balance check: opening balance plus money in minus money out must equal the printed closing balance, row by row.
Does it work with scanned Desjardins statements?
Yes. Scanned PDFs and phone photos are read visually. Blurry pages may produce a flagged row; the check tells you exactly which one to look at.
Can I import Desjardins transactions into QuickBooks Online?
Yes. Download the .qbo file and use Upload from file in QuickBooks Online, or Web Connect import in QuickBooks Desktop. Excel and CSV work everywhere else, including Sage 50.
How many Desjardins statements can I convert at once?
Up to 12 files at a time, 60 pages each. A year of monthly statements comes back as one Excel workbook with an Overview sheet showing which months balanced, a sheet per month with a Category column, and a Categories sheet totalling the year by category.
What happens to my statement?
It is processed once and deletion is attempted as soon as processing finishes; an AWS lifecycle rule removes anything left behind. The extracted table becomes eligible for deletion after 7 days (1 day without an account). Nothing is used for training.