Convert Bank Statement From PDF to Excel

1. Head over to PDF.Live’s PDF to Excel converter. Drag and drop your bank statement into the converter to get started. 

When your document is ready, you’ll see the message, “Upload Successful — Ready to convert!”

2. Click Convert to Excel. Your bank statement should be converted in under a minute, depending on the file size and your internet connection. 

3. Click Download file to download your Excel spreadsheet. 

You will need to create a PDF.Live account to download your converted bank statement.

Why do we ask you to create an account? Creating an account gives you access to PDF.Live’s full suite of tools during your free trial. It also saves your converted files to your PDF.Live dashboard, so you can come back and download them later instead of starting over.

4. Open the converted bank statement* in a spreadsheet viewer like Microsoft Excel or Google Sheets. Let’s see how it turned out:

The PDF-to-Excel converter did a good job at converting our sample statement to a spreadsheet! Although you may not need the header information with the bank name and statement information, the converter transferred it anyway. You can delete unwanted information, such as the bank’s logo, address and headers when you open it in your spreadsheet program (Excel or Google Sheets). 

How to Convert PDF Bank Statement to CSV

1. First, follow the above steps to convert your PDF bank statement to an Excel file. Then, open the spreadsheet in Excel or Google Sheets. 

2. In your spreadsheet program, select File and then Download. Select Comma Separated Values (.CSV) from the list of options. 

3. You will now have a CSV version of your PDF bank statement! You may want to rename it, though, as the name may have gotten messy from all of the conversions. 

Frequently Asked Questions About Bank Statement-to-Excel Conversions

Can I convert multiple bank statements into Microsoft Excel sheets?

Yes, you can convert multiple bank statements to a single spreadsheet. There are two different ways to go about this:

• Merge your bank statement PDFs into a single PDF. Then, convert the single large PDF to Excel. 
• Convert your bank statements individually using our PDF-to-Excel conversion tool. Then, copy the necessary cells into a new Excel spreadsheet or tab. 

Can I download my bank statements to Excel?

Yes, some online banking services allow you to download bank statements as Excel spreadsheets instead of PDFs. Check your bank’s website for a section like “My Documents” or “Statements.” Many banks offer options for preferred download formats — PDF, CSV or XLSX being the most common. Our bank-statement-to-Excel conversion option is a good backup plan if your bank’s option isn’t working or doesn’t offer CSV or XLSX downloads. 

How do I convert Excel spreadsheets to PDFs?

If you want to convert Excel spreadsheets back to a PDF, you can use PDF.Live’s Excel to PDF tool. Here’s an Excel document we converted back to a PDF using the conversion tool:

How do I convert a bank statement to a Google Sheet?

Use PDF.Live’s PDF to Excel conversion tool, download the XLSX file, then from Google Drive, select New >> File Upload >> select the file on your device and click Open. When Google Drive signals “upload complete,” double click to open the XLSX file. Select Open with Google Sheets. Google easily converts any Excel file to Sheets.  

*Source for the bank statement example: TemplateLab. 

The post How to Convert Bank Statements to Excel appeared first on pdf.live.

First, let’s understand what a CSV file is and how to open it. Then, we’ll explain how you can convert CSVs to PDFs online, and vice versa. 

A CSV, or comma-separated values, file is a format that you may run into when working with large amounts of data or spreadsheets. A CSV is a very simple format that contains information in lists separated by commas. For example, a CSV that contains the ingredients for a chocolate chip cookie recipe would look like: 

Flour,butter,salt,chocolate chips,etc.

You can receive CSV files from a lot of places. Banks and other financial institutions often export reports that you’d use with spreadsheet software in the form of CSVs. These companies do this because any spreadsheet software or data recording tool can work with the file format. An .xls file, while meant to work with Microsoft Excel, may not be compatible with accounting or other data interpreting software. A CSV is much simpler and can work with almost anything, including Google Sheets, LibreOffice Calc, WPS Office Spreadsheets and Apple’s Numbers. 

However, CSVs don’t convert to PDFs particularly well. This is because the raw data hasn’t been structured or interpreted in any way. A PDF of a CSV would appear as a long list of numbers or words separated by commas or semicolons (see the above screenshot). This wouldn’t be particularly useful to anyone that you send it to. For this reason, you’re better off using a piece of software that can first interpret the data and organize it. Then, you can export a comprehensive report in a format that’s far easier to read. 

Convert CSV to PDF

The first step is to locate your CSV on your computer. The icon next to the file will be dependent on your system and what programs you have installed, but you’ll always be able to check the file type to see that it’s a CSV file. 

Once you’ve located it you can either right-click it and select Open With > Excel (or a similar spreadsheet or database program). Or, if you use something like Google Sheets, you can upload the CSV to Google Drive. 

For this example, we’ll be using Google Sheets. 

When your CSV is uploaded to Google Drive, you can double-click it to view it more closely. You won’t be able to edit it yet, but you can already see that Drive has interpreted the CSV in a more readable format:

Next, you’ll want to select Open with and Google Sheets. Google Drive will generate a sheet document with your CSV data. 

From here, select the Print icon or navigate to File > Print. You’ll have an opportunity to preview what your PDF will look like and adjust the margins and some other minor settings. Once you’re happy with what your data looks like, select Next.  

In the Destination drop-down, select Save as PDF instead of a physical printer. Then, select Save. You’ll then download a PDF version of your CSV. 

The benefit of performing the conversion this way is that your original CSV will remain unmarked in case you need to go back and work with it again. The spreadsheet version of the CSV that you create will be much easier to read, interpret, and make changes to if necessary. Working with spreadsheet software like Microsoft Excel or Google Sheets also gives you certain formatting options like giving your CSV a title page, page numbers, and more. 

(Note: The .csv file sample used in this post comes from Stats NZ, an open-source data collection site based in New Zealand.)

Convert PDF to CSV

If you need to convert a PDF file to a CSV format, use PDF.Live’s pdf to Excel converter online. Follow the prompts, and download your file as an .xls. Open it with Microsoft Excel and from there, you can save it as a .csv format. Google Sheets also exports spreadsheets as .csv files as well.

The post Converting CSV Files to PDFs appeared first on pdf.live.