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Guide

How to convert a bank statement to Excel

Bank statements arrive as PDFs or paper, but bookkeeping happens in spreadsheets. Here is the shortest reliable path from statement to a spreadsheet you can trust.

  1. 1. Collect the statement file

    Download the statement PDF from your bank, or scan the printed copy at 300 DPI or higher. Clear, straight pages give the most accurate extraction.

  2. 2. Upload it for extraction

    Sign in and upload the file. Each page is read and split into labelled blocks: headers, summary fields, tables and totals.

  3. 3. Review the extracted tables

    The account summary, transaction ledger and fee lines appear beside the original page. Page through the document and confirm dates, descriptions, debits, credits and balances.

  4. 4. Preview the workbook

    Open the Excel preview to see exactly how the sheets will be laid out — one sheet per section, with headers frozen and amounts formatted as numbers.

  5. 5. Export the .xlsx file

    Download the workbook and open it in Excel, Google Sheets or Numbers. The extraction stays in your history if you need to export it again.

Common pitfalls

Frequently asked questions

How do I convert a bank statement PDF to Excel?
Upload the PDF, let it be parsed into account summary and transaction tables, review the rows against the original page, then export the formatted .xlsx workbook.
Can Excel open a bank statement PDF directly?
No. Excel cannot read PDF layout, so the statement must first be parsed into rows and columns. Copy-pasting a PDF into Excel usually collapses everything into one column.
How do I convert a scanned or photographed statement?
Scans and photos need OCR. Upload the image and the text is recognised first, then grouped into the same transaction tables as a digital PDF.
How do I make sure the numbers are correct?
Compare the extracted table with the original page shown beside it, and check that the closing balance in the summary matches the last running balance in the ledger.