{"id":8255,"date":"2026-06-01T18:22:32","date_gmt":"2026-06-01T18:22:32","guid":{"rendered":"https:\/\/pdf.live\/resources\/?p=8255"},"modified":"2026-07-14T19:05:59","modified_gmt":"2026-07-14T19:05:59","slug":"convert-bank-statements","status":"publish","type":"post","link":"https:\/\/pdf.live\/resources\/working-with-pdfs\/convert-bank-statements\/","title":{"rendered":"How to Convert Bank Statements to Excel"},"content":{"rendered":"\n

It\u2019s typical for banks to export your statements as PDFs, although many modern banks offer the ability to download financial information as CSV files<\/a>. If your financial institution doesn\u2019t allow you to download CSV files \u2014 or you\u2019re working with older records \u2014 you\u2019d need to convert PDFs into Excel spreadsheets. This tutorial will show you how to convert bank statements to Microsoft Excel spreadsheets using PDF.Live. We\u2019ll walk through converting a bank statement PDF to an XLSX file using our PDF to Excel converter<\/a>. It\u2019s free to try, so you can see how it works with your bank statements. <\/p>\n\n\n\n

Convert Bank Statement From PDF to Excel<\/strong><\/h2>\n\n\n\n

1. Head over to PDF.Live\u2019s PDF to Excel converter<\/a>. Drag and drop your bank statement into the converter to get started.\u00a0<\/p>\n\n\n\n

    <\/ol>\n\n\n\n
    \"Convert<\/figure>\n\n\n\n

    When your document is ready, you\u2019ll see the message, \u201cUpload Successful \u2014 Ready to convert!\u201d<\/p>\n\n\n\n

    \"PDF.Live's<\/figure>\n\n\n\n

    2. Click Convert to Excel<\/strong>. Your bank statement should be converted in under a minute, depending on the file size and your internet connection.\u00a0<\/p>\n\n\n\n

    \"PDF.Live's<\/figure>\n\n\n\n

    3. Click Download file <\/strong>to download your Excel spreadsheet.\u00a0<\/p>\n\n\n\n

    \"The<\/figure>\n\n\n\n
      <\/ol>\n\n\n\n

      You will need to create a PDF.Live account to download your converted bank statement.<\/p>\n\n\n\n

      \"The<\/figure>\n\n\n\n

      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<\/a>, so you can come back and download them later instead of starting over.<\/p>\n\n\n\n

      4. Open the converted bank statement* in a spreadsheet viewer like Microsoft Excel or Google Sheets. Let\u2019s see how it turned out:<\/p>\n\n\n\n

      \"A<\/figure>\n\n\n\n
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        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\u2019s logo, address and headers when you open it in your spreadsheet program (Excel or Google Sheets). <\/p>\n\n\n\n

        How to Convert PDF Bank Statement to CSV<\/strong><\/h2>\n\n\n\n

        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.\u00a0<\/p>\n\n\n\n

        2. In your spreadsheet program, select File <\/strong>and then Download<\/strong>. Select Comma Separated Values (.CSV) <\/strong>from the list of options.\u00a0<\/p>\n\n\n\n

        \"From<\/figure>\n\n\n\n

        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.\u00a0<\/p>\n\n\n\n

        \"Finder<\/figure>\n\n\n\n
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          Frequently Asked Questions About Bank Statement-to-Excel Conversions<\/strong><\/h2>\n\n\n\n

          Can I convert multiple bank statements into Microsoft Excel sheets?<\/h3>\n\n\n\n

          Yes, you can convert multiple bank statements to a single spreadsheet. There are two different ways to go about this:<\/p>\n\n\n\n