Convert Bank Statement PDF to Excel
Extract text-based bank-statement transactions into CSV or TSV that you can open and review in Excel or another spreadsheet app.
*Local PDF tools after the app and required resources have loaded. Optional cloud AI and checkout need a connection.
The interactive tool loads in your browser.
How to convert a bank statement PDF into Excel-ready CSV
Extract table-style transactions from a text-based bank statement PDF into CSV or TSV, then open the exported file in Excel, Google Sheets or another spreadsheet application. Verify financial values against the original statement.
- Choose a text-based bank statement PDF.
- Run the table extraction process.
- Review detected dates, descriptions, debit, credit and balance columns where available.
- Export the result as CSV or TSV.
- Open it in Excel or another spreadsheet application and compare important transactions and balances with the original PDF.
A practical example
For a monthly statement, export the detected rows to CSV, open the file in Excel, then compare the opening balance, several debits and credits, and the closing balance against the original PDF before using the data for reconciliation.
Common questions
Does this create a native XLSX file?
This workflow exports spreadsheet-ready CSV or TSV rather than a native XLSX workbook. CSV and TSV files can be opened directly in Excel and most spreadsheet applications.
Will every bank statement have the same columns?
No. Banks use different layouts, column names and statement formats, so the detected rows and columns should always be reviewed.
What if the bank statement is scanned?
This table extractor works from usable PDF text. Run OCR first when a scanned statement contains page images instead of selectable text.
Should I trust extracted financial values automatically?
No. Verify important amounts, dates, debits, credits and balances against the original statement before accounting, reporting or financial decisions.
Is the statement processed locally?
The extraction workflow is designed to process the PDF in your browser rather than requiring a normal server-side document upload.