Cómo convertir estados de Revolut a CSV o Excel

¿Por qué convertir estados Revolut?

Revolut has grown to serve over 40 million customers worldwide, making it one of the most popular fintech platforms in Europe and beyond. Known for multi-currency accounts, fee-free international transfers, and crypto trading, Revolut generates statements that often contain transactions in multiple currencies on a single document. While Revolut's app provides some export features, official PDF statements are required for tax authorities, accountants, and formal financial documentation. BankRead's AI handles Revolut's multi-currency statement format, extracting every transaction with the correct currency notation.

Entendiendo el formato de estados Revolut

Revolut statements use a portrait PDF with a modern, clean layout. Transactions are listed in a table with Date, Description, Amount, Fee, and Balance columns. Multi-currency accounts generate separate transaction sections for each currency (GBP, EUR, USD, etc.) within the same PDF. The header shows the account holder's name, account details, and statement period. Revolut Business statements include additional fields like team member names. The statements are always digitally generated with selectable text.

Cómo convertir con BankRead

Sigue estos pasos para convertir tu estado PDF de Revolut a CSV o Excel:

1. Descarga tu estado, exporta una hoja de cálculo o toma una foto — Obtén el PDF desde tu portal bancario en línea de Revolut, exporta transacciones como CSV o Excel, o toma una foto de un estado en papel con tu teléfono.
2. Sube a BankRead — Arrastra y suelta el PDF, CSV, Excel o imagen en tu panel de BankRead. En móvil, toca 'Tomar foto' para capturar directamente.
3. La IA procesa tu estado — La IA de BankRead lee cada transacción de PDFs de texto, hojas de cálculo, documentos escaneados o fotos — extrayendo fechas, descripciones y montos, luego categorizando automáticamente.
4. Revisa los datos extraídos — Verifica la tabla de transacciones en pantalla para confirmar que los datos son correctos. La categorización IA se aplica automáticamente.
5. Exporta a CSV o Excel — Haz clic en el botón de exportar para descargar tus datos limpios y estructurados como archivo CSV o Excel.

Cómo descargar tu estado PDF de Revolut

1. Open the Revolut app or log in at app.revolut.com on your browser.
2. Go to the account section and tap/click the account you want.
3. Navigate to 'Statements' (under account settings or the '...' menu).
4. Select the statement period and choose PDF format.
5. Download or email the statement, then save the PDF to your computer.

Qué datos se extraen

BankRead extrae los siguientes campos de tu estado Revolut:

• Transaction date and time (Revolut includes timestamps)
• Description / merchant or recipient (e.g., 'To John Smith' or 'Payment at Amazon.de')
• Transaction amount with currency (e.g., €45.00, £120.50, $89.99)
• Fee amount (if applicable, e.g., exchange fee)
• Running balance per currency
• AI-assigned category (e.g., Transfers, Shopping, Travel, Subscriptions)

Opciones de exportación

Una vez procesado tu estado Revolut, puedes exportar los datos en dos formatos:

• CSV (valores separados por comas) — Ideal para importar en software contable como QuickBooks, Xero, Wave o FreshBooks. Compatible con prácticamente cualquier aplicación de hoja de cálculo incluyendo Google Sheets.
• Excel (.xlsx) — Hoja de cálculo lista con columnas y encabezados formateados. Ideal para análisis personalizado, tablas dinámicas o compartir con tu contador.

Consejos para estados Revolut

• Revolut multi-currency statements list transactions grouped by currency — BankRead preserves the currency for each transaction in the output.
• Revolut's exchange transactions show both the original and converted amounts. BankRead extracts both for clarity.
• Revolut Business statements with multiple team members are fully supported — the team member name appears in the description.
• Revolut Metal and Premium account statements use the same format as Standard accounts.
• Statements from Revolut's crypto or stock trading sections may use a different format and are not guaranteed for transaction extraction.

Problemas comunes y soluciones

• Revolut multi-currency statements can be long because each currency has its own transaction section. BankRead processes all currency sections in a single upload.
• Revolut exchange transactions appear as two entries: one debit from the source currency and one credit to the target currency. Both are extracted faithfully.
• Revolut's in-app CSV export may differ slightly from the official PDF statement. BankRead converts the official PDF format, which is the version accepted by tax authorities.

Preguntas frecuentes