Guide

Convert a bank statement PDF to Excel

To analyse a statement in Excel you need each transaction on its own row, with dates Excel treats as dates and amounts it treats as numbers. This is how to get there from a PDF in under a minute.

Steps

1. Download the statement PDF from your online banking.
2. Drop it onto the converter.
3. Check the preview and the balance badge.
4. Choose Download Excel to get an .xlsx file with a Transactions sheet.

A year of statements in one sheet

Drop all twelve PDFs at once and tick Merge all files. Each row gets a Source column with the file it came from, so you can filter or pivot by month.

Compared with Excel’s own PDF import

Excel for Microsoft 365 on Windows can import tables from a PDF (Data → Get Data → From File → From PDF). It works on simple layouts, but it isn’t available in every version of Excel, treats each page as a separate table, and doesn’t know which column is money out. A purpose-built converter joins the pages, signs the amounts and checks the total.

Useful next steps in Excel

• Insert → PivotTable on Description to total spending by payee.
• Add a Category column and use a lookup table to categorise recurring payees.
• Filter Amount < 0 for expenses only.

Open the converter   Free preview of every row. Nothing is uploaded.

More guides: Convert a bank statement PDF to CSV · Import a PDF bank statement into QuickBooks or Xero · Convert a credit card statement PDF to CSV or Excel