How to Convert a PDF Bank Statement to Excel or CSV
This guide shows how to turn the PDF statement your bank gives you into a spreadsheet, and how to make sure every number in it is right. It is useful for bookkeepers, accountants, freelancers doing their taxes, and anyone who must send their transactions as a spreadsheet for a loan, a mortgage or a visa.
Download the statement from your bank
Use the PDF from your online banking, not a scan or a photo. A downloaded PDF contains real text that can be read exactly. A scan is only a picture of text, and this tool will tell you it cannot read it rather than guess.
Open the converter
Go to the Bank Statement to Excel Converter and drop in your statement. You can add up to twelve statements at once, for example a full year of monthly statements. Nothing is uploaded: the files are read in your browser.
Enter the password if the PDF is locked
Many banks protect statements with a password, often your date of birth or part of your account number. The email from your bank usually says which. Type it when the tool asks. It is used only in your browser tab to open the file.
Preview the transactions for free
Press Preview & Convert. You will see the opening balance, money in, money out and the closing balance, and below them every transaction in a table. Previewing costs nothing.
Check the balance verdict
The tool recalculates each running balance from the one before it. If everything adds up, you will see that the balances add up to the cent. If a row is shown in red, its balance does not follow from the rows above it. Click the figure that looks wrong and correct it, or remove a row that is not a real transaction. The check runs again as you type.
Choose your format and download
Pick how dates should look and whether you want separate money-out and money-in columns or one signed amount column. Choose XLSX for Excel, or CSV for other software. If your Excel uses a comma for decimals (French, German or Spanish settings), choose the semicolon CSV, or simply use the XLSX. One payment covers both formats from the same conversion.
Before you send a converted statement to anyone, look for the green "balances add up" message. It is your proof that no figure was misread.
Tools for this
Bank Statement to Excel Converter
NewConvert PDF bank statements to Excel and CSV, with every running Balance checked to the cent, even Password-protected ones.
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