Will transaction dates and dollar amounts convert correctly without reformatting?

Values are written as plain cell strings from the CSV. Excel may auto-detect and reformat date or currency fields on open — if a value displays incorrectly, formatting the column in Excel will correct it. No values are changed by Deliteful during conversion.

Can I convert transaction exports from multiple client bank accounts in one session?

Yes. Upload multiple CSV files at once and each produces its own .xlsx output — useful when processing several accounts or sources for a single client in one sitting.

Does the converted Excel file preserve the original row order of transactions?

Yes. Rows are written sequentially in the same order they appear in the source CSV. No sorting or reordering occurs during conversion.

Is this suitable for large brokerage transaction exports with thousands of rows?

Yes, up to Excel's maximum of 1,048,576 rows per worksheet. Brokerage transaction histories for active traders can be large, but rarely reach this limit for a single tax year.

Convert Transaction and Payroll CSVs to Excel for Tax Prep

Bank transaction histories, payroll summaries, and expense exports all arrive as CSV at tax time — but building schedules, reviewing deductions, and preparing client workpapers happens in Excel. Deliteful converts those source files cleanly so tax prep work can begin immediately.

Create free account

Tax preparers and CPAs working through filing season pull CSV exports from multiple sources per client: bank feeds, payroll platforms, expense tools, brokerage transaction histories. Each one needs to land in Excel before it can be categorized, summarized into a schedule, or used to reconcile a client's records. Running each file through Excel's text import wizard — configuring delimiters and column types for every source — is friction that multiplies across a high-volume filing season.

Deliteful converts each CSV to a single-worksheet .xlsx file with transaction dates, amounts, descriptions, and account codes preserved exactly as exported. No formulas are added, no values are modified, and the file opens in Excel without an import step. For tax prep workflows that require clean, traceable source data, this means your Excel workpaper starts from an unaltered copy of the client's raw export.

How it works

1
Create a free account with Google
Sign up in three clicks — free tier available, no credit card required.
2
Upload client CSV exports
Drop in bank transaction histories, payroll summaries, brokerage exports, or expense CSVs.
3
Download Excel files for schedule preparation
Each CSV becomes a clean .xlsx ready for categorization, schedule building, or client workpaper assembly.

Frequently asked questions

Will transaction dates and dollar amounts convert correctly without reformatting?: Values are written as plain cell strings from the CSV. Excel may auto-detect and reformat date or currency fields on open — if a value displays incorrectly, formatting the column in Excel will correct it. No values are changed by Deliteful during conversion.
Can I convert transaction exports from multiple client bank accounts in one session?: Yes. Upload multiple CSV files at once and each produces its own .xlsx output — useful when processing several accounts or sources for a single client in one sitting.
Does the converted Excel file preserve the original row order of transactions?: Yes. Rows are written sequentially in the same order they appear in the source CSV. No sorting or reordering occurs during conversion.
Is this suitable for large brokerage transaction exports with thousands of rows?: Yes, up to Excel's maximum of 1,048,576 rows per worksheet. Brokerage transaction histories for active traders can be large, but rarely reach this limit for a single tax year.

Sign up free with Google and convert your client CSV exports to Excel workpapers without the import wizard this filing season.