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How to convert a PDF Bank Statement to Excel or CSV

How to convert a PDF Bank Statement to Excel or CSV

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 an Excel (XLS), CSV or XML format. In this tutorial, we will be walking you through how to convert a PDF bank statement to Excel using PDFTables.com, so that you can analyse your statement in XLS format. We will also cover merging all your XLS bank statements into one Excel document.

Our PDF to Excel online converter is hassle free and will allow you to convert PDF to Excel online free without email for up to 25 pages. After that, just sign up with your email address and you will have 50 more free pages for online conversion from PDF to Excel. Anyone can easily convert their PDFs, whether you are 25 or 95 - it's simple!

Before we start

As an example, we will be converting a sample PDF bank statement from JPMorgan Chase which will convert into 2 pages and we will download as XLS format. 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. If you are converting in Mac, use Finder in place of Windows Explorer. Let's get started.

Step 1

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

Convert a PDF button

Step 2

Find your PDF bank statement in Windows Explorer and click open.

Choose file from Windows Explorer

Step 3

Once the conversion has completed, click the 'Download as Excel' button. You can also convert bank statements to CSV by clicking the down arrow and selecting CSV.

Download as Excel

Step 4

When the download is complete, click the arrow to show the download in Windows 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 XLS document, click on it to open it and your converted PDF will open in Excel! You have now successfully converted your bank statement from PDF to Excel!

Open XLS document in Excel

Are you converting multiple PDF bank statements and would like to merge them quickly to one master Excel workbook? Look no further! You can use a macro in Excel that will do it all for you or you can do it 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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