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How to convert a bank statement PDF to Excel

Excel cannot open a statement PDF as a table. The reliable route is: download the PDF from your bank, convert it with a statement converter, and open the resulting .xlsx workbook — one row per transaction, with balances intact.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

Step by step

  1. Download the statement PDF. From online banking: account, then Statements or Documents, then the period, then Download PDF.
  2. Upload the PDF to the converter. Use the tool on this page; add several PDFs at once if you need several months.
  3. Confirm the reconciliation result. The conversion should report that the transactions tie to the statement's balances. Review any flagged rows against the PDF.
  4. Download the Excel export. Choose the Excel (.xlsx) export. Batch jobs produce one sheet per statement plus a combined sheet.
  5. Work in Excel. Sort, filter and categorize in the workbook. The Balance column lets you spot-check any row against the statement.

Questions and answers

Why not use Excel's 'Get Data from PDF'?

Excel's built-in PDF import works on simple tables but often merges the debit/credit columns of bank statements and repeats page headers as data rows, with no reconciliation check. A dedicated converter handles statement layouts specifically and verifies the totals.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

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All guides

How to convert a bank statement · How to convert a bank statement PDF to Excel · How to import a bank statement into QuickBooks Online · How to import a bank statement into QuickBooks Desktop · How to import a bank statement into Xero

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Your first conversion is free — no card, no sign-up — and every result is reconciled against the statement itself before you download it.

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