How to convert a bank statement PDF to Excel
To convert a bank statement PDF to Excel you need a text-based PDF, a way to extract each transaction into rows, and a check that the rows add up. This guide walks through each step.
1. Get a text-based PDF
Download the statement from your online banking rather than scanning a paper copy. Open it and try to select a line of text: if you can highlight words, the file has a text layer and converting the bank statement PDF to Excel will work.
2. Convert the bank statement PDF to Excel
- Open the bank statement converter home page and choose Excel (.xlsx) as the export preference.
- Upload the PDF. The page count and cost appear before anything is charged.
- Confirm the page range. The first 3 processed pages are free.
- Wait while each page is extracted — progress is shown page by page.
- Open the review workspace and check the flagged rows against the original page.
- Select Export and download the .xlsx file.
3. Check the result before using it
Look at the balance check first. Passed means opening balance plus money in minus money out equals the closing balance on the statement. Difference found shows the gap and highlights rows where the running balance breaks.
- Compare flagged amounts with the source page.
- Confirm or exclude possible duplicates.
- Add any missing line with its source page.
Files that won't convert to Excel yet
- Scanned or photographed statements.
- Password-protected PDFs (save an unlocked copy first).
- Files larger than 20 MB or longer than 100 pages.
- Statements that mix several accounts or currencies — split them first.
What the Excel file contains
| Column | Format |
|---|---|
| Date | YYYY-MM-DD text |
| Description | Text, merged across lines |
| Money out / Money in | Numbers, two decimals |
| Balance | Number, only when printed |
| Source page | Page number (optional) |
Try it with your own statement
Upload a text-based PDF — the first 3 processed pages are free.