How to convert a bank statement PDF to Excel
Open PDF to Excel, add the statement and press Make a spreadsheet. Every page’s transactions come out as one table, with amounts as numbers you can add up.
PDF to ExcelFree. Nothing is uploaded.
How to do it
- Open PDF to Excel and add the statement.
- Type its password if it asks, and tap Unlock.
- Leave Read scanned pages too ticked if the statement is a scan or a photo.
- Press Make a spreadsheet.
- Open the .xlsx in Excel, Google Sheets or any spreadsheet app.
What you get
A statement runs over many pages, each repeating the column headings. The converter joins the transactions from every page into one Table sheet, keeps the headings once, and joins back rows that a page break cut in two. Account details from the first page and any summary box at the end go on a second sheet, Other details, so nothing is lost.
Amounts arrive as numbers, not text, so a SUM or a filter on the debit column works straight away.
Check it before you rely on it
The columns are worked out from where the words line up on the page. On a tidy statement that is exact; on an unusual layout a value can land in the next column. Add up the credits and debits and check the closing balance against the statement before you use the sheet for tax or accounts.
Several months, scans and locked files
Add several statements at once and each becomes its own spreadsheet. If you would rather have one, join the PDFs with Merge first. A statement that was printed and scanned has no words in it, only a picture of them; Read scanned pages too reads the picture, more slowly. A locked statement can be converted as it is, or unlocked first with Remove a password.
A worked example
You want the year’s total for rent and school fees from twelve monthly statements. Join them in month order with Merge, then open the merged file here and press Make a spreadsheet. In the Table sheet, filter the description column for the payee’s name, and a SUM on the debit column gives the year’s total. Keep the PDFs: the spreadsheet is your working copy, and the statements are the record.
If you would rather have one spreadsheet per month, add the twelve statements here without merging them; each becomes its own .xlsx, and Save all keeps them together.
Common problems, and their fixes
If some amounts arrive as text, the statement may print them with Cr or Dr after the figure; a find and replace in your spreadsheet app clears those. If dates sort oddly, set the date column’s format to a date. If whole columns are empty, the statement was probably a scan converted with Read scanned pages too unticked: tick it and run it again.
Questions people ask
Is my bank statement uploaded?
No. It is read and converted in your browser, on your device. That matters with a document this private, and you can check it: the tool works with the internet switched off.
Does it work with any bank?
It works from the layout, not from a list of banks, so any statement with clear columns converts. Check the totals, as above.
Can I get a CSV instead?
It makes an .xlsx. Any spreadsheet app can save that as CSV in one step.
Is there a page limit?
No. A long statement just takes a little longer on an older phone.
Does it work for credit card statements and passbooks?
It works from the layout, so any statement with clear columns converts. A photographed passbook works too with Read scanned pages too ticked, though a clean scan reads far better than a photo.
Will Excel open the file?
Yes, and so will Google Sheets, LibreOffice Calc and other spreadsheet apps: it is a standard .xlsx file.
Your file stays on your device. Foolscap does the work inside your browser, so nothing is uploaded and there is nothing for anyone to keep. How you can check