πŸ‡¨πŸ‡­ PostFinance Microsoft Excel Integration Guide

Importer PostFinance dans Microsoft Excel - Guide

Workflow complet PostFinance -> Microsoft Excel en moins de 30 secondes.

Switzerland's leading financial institution for payment transactions, owned by Swiss Post.

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Step-by-step: PostFinance β†’ Microsoft Excel

1

Download your PostFinance PDF statement

Log into your PostFinance online banking portal. Navigate to Accounts β†’ Statements β†’ and download the PDF for the transaction period you need.

2

Upload to EuroExtract

Log in to EuroExtract (or create a free account in 30 seconds). Drag your PostFinance PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your PostFinance statement β€” date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

4

Export as Microsoft Excel format

Click the Export button, select Microsoft Excel from the dropdown, and download your file. The The industry-standard spreadsheet format, compatible with Excel, LibreOffice, and Google Sheets.

5

Import into Microsoft Excel

Open Microsoft Excel and use the file import/bank import feature to load your exported file. All transactions are automatically mapped β€” no manual reconciliation needed.

FAQs β€” PostFinance + Microsoft Excel

Can I import PostFinance statements directly into Microsoft Excel?
Yes. Use EuroExtract to convert your PostFinance PDF to Microsoft Excel format, then import the exported file using Microsoft Excel's Bank Import or Transaction Import feature.
What transaction fields are included in the Microsoft Excel export?
The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference β€” formatted specifically for Microsoft Excel import.
Is this GDPR compliant for processing PostFinance data?
Absolutely. Your PostFinance PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import PostFinance into Microsoft Excel for free

3 free pages. No credit card. GDPR compliant.

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