Convert Mercury statements to Excel, CSV, QBO & OFX
Drop a Mercury PDF statement below. It is converted on your computer, reconciled against the printed balances, and exported in the format your accounting software imports.
About Mercury statement layouts
Typical layout: Date · Description · Amount · Balance. A single signed amount column (debits shown with a minus sign or in a separate section) plus a running balance. Rowledger derives the sign from the balance movement, so it is correct even when the minus sign is missing.
- Statements list Date, Description, Amount and Balance with clean ISO-style dates.
- Long descriptions include reference numbers and card details across several lines; Rowledger merges them into one row.
- Dates on Mercury statements are read as month/day (MM/DD); Rowledger confirms the order from the dates themselves and defaults the export to the matching format.
- Currency: USD. Amount columns are exported as plain numbers; the currency is recorded in the Summary sheet and OFX header.
Common products: Mercury Checking, Mercury Treasury.
How to download a Mercury statement as PDF
Log in → Accounts → select the account → Statements → Download PDF.
Menus change; if the path differs, search your bank's help centre for "download statement PDF".
Step by step
- Download the statement PDF (or scan the paper statement at 200–300 dpi).
- Drop it into the converter above. Conversion takes about a second per statement; OCR a few seconds per page.
- Check the badge. Reconciled means every row adds up to the printed balances.
- Choose an export: CSV or Excel (free); QBO, OFX or QIF (Pro) for accounting software.
Importing into accounting software
- QuickBooks Online (CSV) · QuickBooks Desktop (QBO)
- Xero (OFX or CSV) · Wave (OFX)
- Excel with real dates and numbers
Questions about Mercury statements
Is my Mercury statement uploaded?
No. Mercury statements are converted by code running in your browser. Nothing is sent to Rowledger or any third party, and the conversion works with the internet disconnected.
What format should I export for QuickBooks or Xero?
For QuickBooks Online use the 3-column CSV preset or QBO; for QuickBooks Desktop use QBO; for Xero use OFX or the Xero CSV preset; for Wave use OFX. All are produced from the same conversion.
Does it handle Mercury credit card statements too?
Yes. Card statements are detected from the summary block and use the card sign convention (charges out, payments in), verified against previous and new balance.
What if my Mercury statement is a scan?
Drop it anyway. Rowledger runs OCR in your browser, then applies the same balance verification so OCR slips are flagged on the row. Free covers the first two pages per scan; Pro is unlimited.
Other banks in United States
Rowledger is independent software and is not affiliated with or endorsed by Mercury. Layout notes describe statements we have tested or that customers have reported; formats change over time.