Month-end gets a lot easier when your Revolut data lands in Excel in decent shape. If you’re asking “Can I export Revolut transactions to CSV or Excel?”—yes, you can. Revolut lets you grab CSV for spreadsheet work and PDF for official statements.

Need a clean .xlsx workbook with tidy columns, dates that behave, and a running balance? Convert your CSV or PDF with BankXLSX and skip fiddly cleanup. It’s quick, and your future self will be grateful.

In this guide, you’ll learn:

• How to export Revolut transactions to Excel from mobile and desktop
• Which formats you can download (CSV vs PDF) and when to use each
• Differences for personal vs business accounts and joint accounts
• Date ranges, filters, and what’s included vs pending
• How to make CSV “Excel-ready” (delimiters, dates, currency, signs)
• Handling multicurrency and FX details in exports
• Including categories, notes, and working with receipts
• Turning a Revolut PDF statement into Excel with a converter
• Consolidating multiple months/accounts and adding running balances
• How to automate Revolut statements to Excel for a faster month-end
• Troubleshooting common export issues and a recommended Excel template

Quick Takeaways

• Revolut lets you export transactions from mobile and web as CSV or PDF (per currency, monthly or custom). CSV opens in Excel; if you want native .xlsx with standard headers and neat formatting, convert CSV/PDF with BankXLSX.
• For clean imports, use Excel’s Data > From Text/CSV with UTF-8 and the right delimiter; set column types (dates, decimals), keep IDs intact, split debit/credit, and add a running balance. Lock a single schema and reuse it with Power Query.
• For business and multicurrency, export each account, keep FX legs/rates/fees separate, give each currency its own tab, and convert to a base currency for rollups. Run T+1 and T+3 exports and tie opening/closing/net to the PDF.
• Automate with BankXLSX: watch a folder, convert and standardize to .xlsx, map merchants/categories to your chart of accounts, and refresh your close workbook—save hours and make reviews easier.

Quick answer and who this guide is for

Short version: yes—export CSV for spreadsheets and PDF for official statements. If your team prefers native Excel files (.xlsx) for templates, reviews, or auditors, convert your CSV or PDF to .xlsx with BankXLSX and move on with your day.

This is for finance leads, accountants, founders, and anyone who wants a reliable, repeatable process. Picture a small SaaS team needing a monthly cash view by merchant, category, and currency. A monthly CSV gets you most of the way, but consistent headers, dates, and signs across months are what make the workflow painless.

Quick habit to adopt: on the first business day, export each currency account, store the CSV and PDF in a locked folder, and capture two control totals—ending balance and net movement. That tiny checklist turns downloads into proof. Auditors like it, and reviewers won’t ping you later.

What you can export from Revolut today (formats, scope, fields)

Revolut offers CSV (great for Excel and Power Query) and PDF (for your official records). Exports are per currency account—GBP, EUR, USD—and you can choose monthly or custom dates. Most teams export each account and consolidate later.

Expect columns such as:

• Posted date (and sometimes time)
• Description or merchant
• Signed amount
• Currency
• Balance (may or may not appear, depends on account/region)
• Reference/notes
• FX details: exchange rate and fees

Two gotchas: regional settings can change delimiters and decimal separators, so plan your import; categories may show up in some exports but not others—treat them as helpful, not gospel.

Example: an ecommerce shop exporting quarterly from GBP and EUR might see 3.5k–8k rows per quarter. That’s fine in Excel. Define a simple schema—Date, Description, Amount, Currency, Balance—and stick to it. Keep a one-pager in your finance folder describing column names, data types, and sign rules so the whole team works from the same playbook.

How to export transactions on the Revolut mobile app (personal)

On iOS or Android, pick the account (say GBP), tap Statements/Export, choose a range (monthly or custom), and select CSV or PDF. Save to your cloud drive so your accountant can grab it right away.

Example: a freelancer pulls last quarter, downloads the CSV, and drops it into “Finance > 2025 > Q4.” That file feeds a standing Excel workbook with month-to-date and quarter-to-date views—no drama.

Two handy tips:

• Export big ranges on Wi‑Fi and check the file size after upload—partial files are sneaky.
• Use clear names: REV-GBP-2025-11.csv. Future you will be thrilled.

If you’re exporting huge ranges or want detailed filters, the web app is easier. But for quick checks or sending something to your bookkeeper, mobile is perfect.

How to export from the Revolut web app (desktop)

On desktop, log in, choose the currency account, open Transactions or Statements, set your date range (month, quarter, custom), and—if available—filter by type (card, transfers, FX, fees). Click Export/Download and pick CSV or PDF. Save to your shared finance folder (e.g., Shared Drive/Bank/2025/11).

Example: a small finance team filters card payments for the month to reconcile employee spend separately from bank transfers. The CSV drops straight into their close workbook.

Add a tiny readme: who exported, when, and which filters. Also note the time zone. If your close works in local time but posting is in UTC, a few transactions can “move” across month-end. Log it once, avoid end-of-month surprises.

Pro move: download to a watched folder. Power Query sees the new file and refreshes your model the moment it lands. It feels instant.

Personal vs Business accounts: key differences when exporting

Personal exports are simple: one user, one or more currency accounts, standard CSV/PDF. Business adds complexity—more accounts, multiple cards, higher volume, and roles. You’ll likely export several accounts (GBP ops, EUR receipts, USD vendors) each month and merge them.

For business accounts, plan for:

• One monthly export per currency account
• A consolidation step to standardize headers, signs, and date formats
• A mapping table for merchants, cost centers, and GL codes

Example: a D2C brand exports GBP, EUR, and USD, merges them, and applies merchant keyword rules. They click once and get a monthly P&L by currency.

Governance helps: assign a preparer to export and stage files, and a reviewer to check control totals (opening/closing/net). If possible, use a read-only login for exports and keep payment permissions separate. Cleaner trails, fewer worries.

Dates, filters, and pending transactions

Monthly statements are tidy, but custom ranges help for quarter-ends and special reviews. Exports usually show posted transactions only—pending card holds settle later. Good rhythm: run your monthly export on the first business day, then a quick “true-up” three days later.

Example: month ends on Saturday. Monday’s export might miss a few weekend card settlements. Run another on Thursday and it should match your PDF’s closing balance.

Filters worth using: on the web, filter by type (card, transfers, FX, fees) to get focused datasets. On mobile, export all and filter in Excel if needed.

Set a “lock date” policy: publish prelim numbers on T+1, final on T+3. Save both exports and note the differences. You’ll keep momentum without getting stuck on tiny timing quirks.

Getting native Excel files (.xlsx) from Revolut data

Revolut gives you CSV and PDF. CSV opens in Excel, but many teams prefer .xlsx for templates, protected sheets, and tidy formatting. Converting to .xlsx lets you lock headers, fix dates, split inflow/outflow, and add a running balance—so your final file looks consistent every time.

Common ask: a client-ready workbook with a cover sheet (entity, period, preparer), a Raw tab, and a Report tab with pivots. Converting ahead of time means no last-minute formatting scramble.

Only have a PDF? Use BankXLSX to turn a Revolut PDF into Excel: upload, preview parsed rows (date, description, amount, currency, balance), apply quick transformations, and export a clean .xlsx.

Tip: define a stable column set once—Date, PostedTime, Description, Debit, Credit, Currency, Balance, FXRate, Fees, SourceAccount. Whatever the input, convert to that schema so your downstream model never has to change.

Make your CSV “Excel-ready” on import

Regional settings can wreak havoc—semicolons vs commas, different decimals. In Excel, go to Data > From Text/CSV, choose UTF‑8 and the right delimiter, and set column types there. That prevents broken columns and “why is this date a string?” moments.

Keep an eye on:

• Signs: outflows negative, inflows positive—or split into Debit and Credit columns.
• Currency symbols: keep symbols or ISO codes in their own column, not jammed into Amount.
• Leading zeros: set account numbers/refs to Text before import.
• Balance: if it’s missing, compute a running balance sorted by Date (use Description as a tiebreaker).

Record your import steps with Power Query once, then just Refresh each month. Lock column types so Excel warns you if something changes. It’s basic armor against format drift and saves a lot of back-and-forth.

Multicurrency and FX transactions

If you run multiple currencies, expect FX conversions with exchange rates and fees. Keep each currency account on its own tab for clarity. For a consolidated view, add a BaseAmount column using the transaction’s rate (if available) or a daily rate table you trust.

Example: a UK-based SaaS bills customers in EUR but reports in GBP. They keep EUR and GBP separate, convert EUR to GBP for rollups, then revalue end-of-month balances using month-end rates to capture unrealized FX.

Checks to make: both legs of a conversion should appear (sell and buy), and fees should be separate from the trade. Also split realized vs unrealized FX—realized from conversions/settlements, unrealized from revaluations. Columns like FXRate, FXFee, and BaseAmount make this super clear.

Categories, notes, and receipts

Revolut auto-categorizes merchants and lets you edit them. Some exports include a Category column, but not always. Treat it as helpful context. Your chart of accounts and mapping rules should drive the final category that makes it to reporting.

If categories and notes matter to you, test a small date range to see what your export includes. Notes/tags can be hit or miss by region or account type. Keep a separate notes tracker for critical context.

Receipts aren’t in the CSV. Store them in a document system and name files with the transaction ID and date. Add a ReceiptLink or ReceiptID column in Excel so you can hop straight from a row to the evidence. Also useful: a “Category Drift” view to catch when a merchant flips categories month to month—then hard-map it and stop the noise.

Crypto, stocks, and savings interest

Crypto and stock activity usually sits apart from your main account and may export differently. If you need them in Excel, export those areas separately and keep them on their own tabs. Use a simple, consistent schema so tax and accounting stay sane.

Recommended setup:

• Crypto/Stocks: Date, Instrument, Side (Buy/Sell), Quantity, Price, Fees, Total, Currency, TransactionID
• Interest: Date, Account, InterestAmount, Currency, Period

Example: a consultancy earning EUR savings interest keeps an “Interest” tab and pulls totals into a cash waterfall with SUMIFS. For crypto, track lots (FIFO/LIFO) in a helper table to compute realized gains properly.

Two quick controls: reconcile platform-reported P/L to your Excel numbers at month-end (catches fee postings and rounding), and build separate pivots per asset class. Cash movement and valuation are different stories—don’t mix them.

Consolidating multiple months and accounts

Most teams export several accounts and months, then combine. Power Query is perfect here. Drop all CSVs into a single folder (Bank/2025/Exports), use Combine Files, enforce column types, and produce one “Raw” table. From there, build pivots or measures as you like.

Don’t forget vaults/spaces. If you export them or see transfers in/out on the main account, label those clearly so you can exclude internal moves from spend analysis.

Example: a startup rolls up GBP, EUR, and USD for 12 months into a ~40k-row table. Excel handles it fine, and refreshes are quick.

Do continuity checks: for each account, sort by date, compute a running balance, and confirm month N’s closing equals month N+1’s opening. If it doesn’t, you’ve found the gap—missing file, partial export, or a duplicate load.

Automate exports and conversions with BankXLSX

Manual exporting is fine at small scale. As volume grows, let BankXLSX handle conversions. Drop Revolut CSVs or PDFs into a folder, convert to a consistent .xlsx, apply mapping rules, split debits/credits, add running balances, and push the result to your shared drive or close workbook.

One finance manager with three currency accounts saved 3–5 hours per month by letting BankXLSX watch a folder and refresh a standard template. They open the close pack and everything’s already aligned—tabs per account plus a consolidated view.

Set it up with a stable schema, predictable file names (REV-USD-2025-11.csv), scheduled runs (T+1 prelim, T+3 final), and a short checklist of control totals. When you automate Revolut statements to Excel for month-end close, you reduce human error, shorten review cycles, and make results reproducible. That transparency helps when auditors ask, “Where did this number come from?”—you can show the exact file and rule.

Troubleshooting common issues

If you don’t see the export option, update the app and make sure you’re on the right currency account. On desktop, try another browser session if login gets sticky. When a CSV looks scrambled in Excel, use Data > From Text/CSV, pick UTF‑8, and set the delimiter and decimal format before loading.

Checklist:

• File won’t open? Check file size; re-download on stable Wi‑Fi.
• Dates look wrong? Set the locale in the import dialog or enforce Date types in Power Query.
• Decimals off? Choose the correct regional setting during import.
• Missing lines? Expand the date range and verify posted vs pending.
• File too big? Export by quarter or year and then consolidate.

Build a quick validation step: compare CSV net movement to the PDF’s net movement, confirm ending balance per account, and log row counts by export. You’ll spot issues early and keep your close calm.

Recommended Excel template for Revolut data

Give your workbook a structure that survives month after month:

• Raw: locked table fed by Power Query from your export folder.
• Data: cleaned table with typed columns, debit/credit split, base-currency conversion.
• Dimensions: ChartOfAccounts, MerchantMap, CurrencyRates, CostCenters.
• Reports: P&L by month, Vendor spend, Cash movement by account, Exceptions.

Examples: a P&L with month-over-month variance, a vendor top 20 with a 3‑month trend, and a cash waterfall (Opening + Inflows − Outflows = Closing).

Use named ranges for assumptions (base currency), and a Control sheet listing statement date, time zone, preparer, reviewer, opening/closing balances, plus a simple load log. Lock Raw and Control; leave Reports free for slicing. Add a data dictionary so new teammates can get up to speed in minutes.

Security and compliance best practices

Treat exports like any financial source: limit access, log what happens, keep the official evidence. Archive PDFs and CSV/.xlsx in read-only storage, and do your analysis in a working area. Separate who can export from who can move money—clean roles make audits easier.

Adopt these habits:

• Group-based access with least privilege on shared drives.
• Keep the official PDF next to the working Excel for each period.
• Redact account numbers or PII before sharing externally.
• Version inside the workbook: preparer, reviewer, dates on a Control sheet.
• Store a checksum (hash) of each source file as proof of integrity.

If you automate, carry these rules into your pipeline: write a log for each conversion, capture control totals, and ping reviewers when the final pack is ready. Compliance ends up being the natural result of a tidy process.

FAQ (People also ask)

• Can I export just one month?
  Yes. Pick the monthly statement or set a custom date range for that month, then export CSV or PDF.
• Can I export only certain transaction types?
  On desktop, filter by type (card, transfer, FX, fees) before you export. Otherwise, export everything and filter in Excel.
• Are pending transactions included?
  Usually not. Exports show posted items. Re-export a few days later for a final, settled file.
• Can I export joint account transactions?
  Yep. Select the joint account and export like normal. Keep it on its own tab for clarity.
• Can I export vaults (spaces) to CSV?
  Vault moves show as transfers in/out. If a vault has its own export, download it and merge in Excel.
• Can I get a running balance in Excel?
  If the CSV doesn’t include Balance, calculate a running total in Excel or add it during conversion.
• How far back can I export?
  As far as your history goes. For big ranges, export by quarter or year and then merge.

Summary and next steps

You can download Revolut statements as CSV or PDF on mobile or desktop. CSV opens in Excel, and if you want consistent formatting, running balances, and a polished workbook, convert to .xlsx with BankXLSX. The winning recipe: standardize once, automate the boring bits, and validate with control totals every time.

Your next steps:

• Set a monthly export routine for each currency account.
• Lock an import schema (columns, types, signs, locale).
• Build a reusable Excel template with Raw/Data/Reports and dimension tabs.
• Use BankXLSX to convert CSV/PDF to .xlsx, map merchants/categories, and schedule outputs to your close folder.
• Save control totals and keep the PDF with each month’s pack.

Yes—you can export Revolut transactions as CSV or PDF. CSV is fine, but many teams want native .xlsx, tidy headers, clean dates, debit/credit splits, running balances, and multicurrency consolidation. Do a T+1 and T+3 export, tie to the PDF, and month-end gets predictable.

Want to skip manual cleanup? Use BankXLSX to turn Revolut CSV/PDF into standardized .xlsx, map merchants to your chart of accounts, and automate monthly consolidation across accounts and currencies. Upload a file, set your rules, and get a reliable close pack every month.