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Convert PDF Bank Statements to CSV, Excel or XML

Convert PDF Bank Statements to CSV, Excel or XML

You can convert a PDF bank statement to CSV or Excel with PDFTables. A bank statement is a part of anyone’s life, whether you are converting a PDF bank statement for your own personal accounts or you are doing accounts for your business, it’s simple and easy to convert the statements into Excel (XLS), CSV or XML format. In this tutorial, we will be walking you through how to convert a PDF bank statement, so that you can analyse your statement in XLS, CSV or XML format. We will also cover merging all bank statement documents into one Excel document.

Before we start

As an example, we will be converting a sample PDF bank statement from JPMorgan Chase which will convert into 2 pages. If you would like to convert only certain pages from the PDF document, see our tutorial on how to extract pages from a PDF document.

Step 1

Go to PDFTables.com and click the ‘Convert a PDF’ button to begin converting.

Convert a PDF button

Step 2

Locate your PDF bank statement and click open.

Choose file from Windows Explorer

Step 3

Once the conversion has completed, select CSV, Excel or XML from the drop down menu next to the 'Download as Excel' button.

Download as Excel

Step 4

When the download is complete, click the arrow to show the download in your file explorer. Move the download to your preferred location. If you will be merging multiple bank statements, these will all need to be in the same folder.

Show download in Windows Explorer

Step 5

Now that you have moved your document, click on it to open it and you will see your converted PDF in your chosen program! You have now successfully converted your bank statement from PDF to CSV, Excel or XML!

Open XLS document in Excel

Merging all documents into one master Excel document

In these steps, we'll show you how to merge multiple Excel or CSV files into one using a macro. We'll also show you how to this manually.

Using a macro

If you are familiar with macros in Excel or you would like to learn how to use a macro, this option is quick and requires little manual input once setup.

Step 1

Open a new Excel document – this will be your master bank statement document. In your Excel document, click the View tab and select Macros. Type GetSheets in the macro name box, click Create and then copy the VBA code from the 3rd step of ExtendOffice's tutorial into the module box that appears. If you are working with CSV files, update line 3 to be:
Filename = Dir(Path & "*.csv").

Create VBA Macro

Step 2

Ensure you have updated the path in the macro to point to where your converted XLS files are saved in Windows Explorer. Exit the VBA page. Click Macros again and then run the macro you have just created. Your bank statements will now all be in one master Excel document on multiple sheets. This will now be saved to use again when you convert more PDF bank statements.

Run VBA Macro

Merging manually

If you would rather merge your documents manually, open each converted XLS document and choose one which will be your master document (or open a new Excel document).

Step 1

In each Excel document copy the data from the sheet containing your bank statement, and paste it into a new sheet of the master Excel document.

New sheet and paste

Step 2

Save the master document and you will now have merged all your bank statements into one document.

You’re done! You've successfully converted a PDF bank statement to Excel and merged multiple into one document.

Looking for more automation?

Automate this PDF to Excel conversion with our PDF to Excel API.

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