Convert Bank Statement PDF to Excel Made Easy (2024)

To convert Bank Statement PDF to Excel we will use Secure Statement Converter. It uses a pre-trained AI model that allows to get 98% accurate results for any bank statement.

1. Prepare your bank statement

Before beginning the conversion process, you need to prepare your bank statement There are two primary methods of preparation:

• Downloading the statement directly from your bank account;
• Taking a photo if the statement is in a printed format;

For this demonstration, we'll be utilizing a Bank of America Statement in PDF format. However, this process is applicable to any PDF or image file of a bank statement.

2. Transform your Bank Statement into a CSV File

Begin by directing your browser to https://securestatementconverter.com, then proceed by clicking on the Choose file button.

After selecting the correct file, the conversion begins. This process may take some time, so wait patiently until it is entirely finished.

Upon finalization, you'll be able to download your bank statement in the form of a CSV file. Next, simply click the Download button to proceed.

Once your CSV file is prepared, it's time to open it using your preferred spreadsheet software.

3. Open the Bank Statement CSV in Excel

With your bank statement now efficiently converted into a CSV file, we are ready to progress to the subsequent stage: launching it utilising Microsoft Excel.

Step 1: Create Blank workbook

To initiate the process, ensure you start Excel on your device. After launching, proceed to click on the Blank workbook option.

Step 2: Upload your Bank statement CSV

Moving on, locate the File tab, conveniently situated in the upper left corner of the interface. Upon selecting this option, proceed to choose to Open files directly from your device.

Step 3: Scrutinizing and Personalizing Your Data

Once your bank statement has been successfully uploaded and transformed into a workable format, you can now proceed to scrutinize, personalize and tailor your data to suit your needs.

4. Open the Bank Statement CSV in Google Sheets

Now that you have transformed your bank statement into a CSV file, it's time for the next step: opening it in Google Sheets.

Step 1: Create new blank spreadsheet

From the home screen, you'll see a blank slate with the options Blank spreadsheet and Template Gallery. Given our objective, we'll select the Blank spreadsheet option, thus generating a fresh, unpopulated file.

Step 2: Select your Bank Statement CSV

On the top bar, navigate to the File menu and select Open.

On the right side of the pop-up, click on Upload followed by either opting to Select a file from your device or Drag a file here from a convenient location on your PC. For the easier navigation, we suggest creating a designated folder for these kinds of files and placing, in it, all the necessary documents you are working with.

Once your CSV file is selected, Google Sheets will upload and open it. The system might ask you to confirm whether to replace the worksheet. Confirm by pressing Ok. With this, you have successfully opened your bank statement CSV file in Google Sheets.

Step 3: Review and Customization

With your bank statement now open in Google Sheets, you can edit and customize it using the software's wide spectrum of available tools. Explore options like adding columns, deleting rows, sorting data and using the built-in formulas to automatically calculate values. Whether categorizing your transactions or setting a budget, you can adapt your imported bank statement to fit any personal or professional financial needs.

5. Open the Bank Statement CSV in Numbers

Suppose you're using a macOS system. In that case, Numbers becomes a viable alternative to Excel and Google Sheets for opening CSV files. As Apple's native spreadsheet software, Numbers is designed with the user in mind, combining a streamlined interface with robust functionality.

To access your financial data from the bank statement's CSV file, follow the steps outlined below:

Step 1: Launch Numbers

Start by locating Numbers on your Mac. Usually, you can find it in the Applications folder or by using Spotlight search. Open the software to get started with the process.

Step 2: Open file dialogue

Upon launching Numbers, navigate to File in the menu located at the upper-left corner of the screen. Then, view the dropdown menu and select

Open. This will initiate a file dialogue where you can choose the specific CSV file you want to open.

Step 3: Select your Bank Statement CSV

In the dialog box, locate and select the CSV file that represents your bank statement. Highlight it and then click Open to load the file into Numbers.

Step 4: Review and Save

You will see a comprehensive spreadsheet view of your bank statement data. Review the information thoroughly for any possible errors. Once verified, feel free to save this data for future reference and analysis. To save your spreadsheet, navigate back to File in the menu, then select Save. Choose your preferred location and remember to modify the file name as necessary, then hit Save.

Final thoughts

Keep this in mind: Successfully converting bank statement PDFs into functional spreadsheets is anchored on implementing the proper procedures, meticulous attention to detail, and choosing the right spreadsheet application that meets your specific needs and easiness of use.

Whether you're opting to use Excel, Google Sheets, or Numbers, you must make sure that the chosen software can effectively manage, present, and support your financial data in a usable format.