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In RBC Online Banking, open Statements/Documents from Accounts Summary, pick the account and period, and save the PDF (RBC keeps up to 7 years). Upload it to the ZeraBooks bank statement converter and download Excel or CSV, checked to the cent against the balances printed on the statement.
7-day trial · card required, nothing charged for 7 days · 1,000 pages a month from $79/month billed annually (USD)
STEP 1 · DOWNLOAD
These are the steps in RBC’s own Online Banking tutorial, checked October 2026. The same page holds bank, credit card, loan, mortgage and investment documents.
A computer is quicker than the app for a long run of months.
It sits at the top right of the Accounts Summary page and opens Account Documents.
Use the dropdown to move to an older period. Tax slips are under the Tax Documents tab instead.
Download each month you need. RBC keeps up to 7 years of eStatements.
We set you up and catch up your past months for free. Then ZeraBooks keeps your books done.
FROM PDF TO ROWS
Here is a real run in ZeraBooks Convert. The statement belongs to Fraser Valley Tile, a fictional tile company: its September RBC Business Account statement with 14 transactions, file RBC_Business_Account_5108_Sept_2026.pdf. Convert read every line and proved $31,204.66 − $11,988.84 = $19,215.82, the closing balance printed on the statement, before offering the download.
The PDF as uploaded
The same statement in ZeraBooks
IN THE RBC APP
Yes, with a couple of limits RBC spells out:
Tap More in the navigation bar, then Statements under Services, then the account.
The most recent six statements load first. Use the dropdown for earlier ones.
An account still on paper statements won’t appear. If one is missing, it probably isn’t enrolled in eStatements.
RBC issues a separate eStatement for each account, so a business with chequing, savings and a card downloads three files a month.
ARCHIVE RULES
RBC’s eStatement and credit card FAQ pages set out rules that decide whether a month is there when you need it. Download a full year at year end while it is all there, ask RBC for anything older, and save every PDF before switching back to paper. A missing month on a card with no activity is expected, not a lost file. To enrol a credit card in eStatements, RBC’s path is Profile & Accounts Settings, then Preferences, then Manage Document Preferences.
Checked October 23, 2026 on the bank's own pages: Access your account statement · eStatements · Credit card eStatements FAQ · Commercial card statements (PDF).
WORKED EXAMPLE
Birchwood Design Studio is a fictional RBC credit card holder. Its August 2026 statement opens with a previous balance of $2,316.40. In the Standard format, purchases are minus and payments and refunds are plus, as in a bank file:
| Date | Description | Type | Amount |
|---|---|---|---|
| 07/24/2026 | Payment, thank you | Payment | 2,316.40 |
| 07/29/2026 | Print shop order | Charge | -418.75 |
| 08/04/2026 | Laptop, electronics store | Charge | -1,092.30 |
| 08/11/2026 | Software subscription | Charge | -64.99 |
| 08/15/2026 | Refund, print shop | Credit | 48.00 |
| New balance | 1,528.04 |
The proof for a card: previous balance 2,316.40, minus the payment 2,316.40, plus purchases 418.75 + 1,092.30 + 64.99 = 1,576.04, minus the refund 48.00, equals 1,528.04, the new balance. 08/04/2026 is August 4: Convert writes every date month first.
WITH ZERABOOKS
PROVEN TO THE CENT
A chequing or savings statement must tie as opening balance plus transactions equals closing balance. A card statement must tie as previous balance plus charges minus payments equals the new balance. Anything off shows the difference in dollars. Card files are covered in more depth in credit card statement to Excel.
How Convert proves a statement
READY-MADE FORMATS
Standard, Money in and out, QuickBooks-ready, Xero-ready, Sage-ready or All details. Tick twelve RBC statements and download them together, with an Account column so chequing and Visa rows stay apart.
Choose a download format
BEFORE YOU CONVERT
Convert reads PDF files only. A screenshot of the account activity has no printed balances to prove against.
Downloads write MM/DD/YYYY. In a spreadsheet set to Canadian day-first dates, import the column as month-first.
Drop a year of RBC PDFs on the page together. Each one is read and proven on its own.
Convert never connects to RBC and never asks for your sign-in.
MORE BANKS
RBC gives you the statement as a PDF. To get the statement’s transactions into Excel or CSV with the balances checked, convert the PDF.
RBC shows statements only for accounts switched to eStatements. Enrol the account, and new statements appear from the next cycle.
Up to 7 years of archived eStatements. For credit cards, the archive starts with the first statement after November 14, 2006.
Yes. Convert reads statement PDFs from any bank, including TD, BMO, Scotiabank, CIBC, Desjardins and National Bank, and U.S. banks such as Capital One. More on converting Canadian bank statements.
No. ZeraBooks has no bank feeds. You download the PDF from RBC and upload it.
Convert comes with the ZeraBooks subscription: 1,000 pages a month for $79 a month billed annually or $149 monthly, in U.S. dollars, after a 7-day trial. See ZeraBooks pricing.
FREE SETUP + CATCH-UP
Upload them, check each proof line, download Excel or CSV. 1,000 pages a month from $79 a month billed annually. The same subscription includes AI bookkeeping that turns those statements into reconciled books.