How to Convert a Bank Statement to Excel (3 Simple Methods)

Source: Dev.to

Introduction

Bank statements usually come in PDF format, which is great for reading but not ideal when you need to analyze, sort, or import the data. If you’ve ever tried copying rows manually or retyping everything, you already know how time‑consuming it can be.

In this tutorial, I’ll show three different ways to convert a bank statement PDF to Excel, including manual, semi‑automated, and fully automated approaches. These work for most standard PDF statements from banks and financial institutions.

Method 1: Copy‑Paste and Clean (Manual)

Steps

1. Open the PDF.
2. Select the statement table and copy it.
3. Paste into Excel or Google Sheets.

Use

• Data → Split Text to Columns
• Text to Columns (Delimited)
• TRIM() to clean whitespace

Pros

• No tools required
• Works on basic PDFs

Cons

• Time‑consuming
• Breaks easily on multi‑line descriptions or uneven spacing
• Not ideal for large statements

Method 2: Use Excel’s Built‑In PDF Import

Excel (especially 365) has a surprisingly powerful PDF import via Power Query.

Steps

1. Open Excel.
2. Go to Data → Get Data → From File → From PDF.
3. Select your PDF bank statement.
4. Power Query will detect tables.
5. Load the table into Excel.

Pros

• Built directly into Excel
• Works well on cleaner PDFs

Cons

• Doesn’t always detect every column
• Some banks use formatting Power Query can’t parse
• Multi‑line descriptions may be split into multiple rows

Method 3: Use an Automated PDF Bank Statement Converter

If you handle many statements or the formatting is messy, a dedicated PDF bank statement converter can save a lot of time. These tools detect dates, descriptions, amounts, balances, and column layout automatically.

Example Tool

• FinanceFileConverter – their PDF bank statement to Excel converter

It Processes

• PDF statements
• Scanned statements (OCR)
• Multi‑page files
• Multiple statements at once

Pros

• Fastest method
• Works on complex or inconsistent formatting
• Preserves rows and columns accurately

Cons

• Requires uploading the PDF
• Depends on your comfort level with online tools

Which Method Should You Use?

• If the PDF is simple: manual copy‑paste works fine.
• If you have Excel 365: try the PDF import first.
• If the PDF is messy or long: automated conversion is the easiest.

Final Thoughts

No matter which approach you choose, converting a bank statement to Excel makes analysis, filtering, categorization, and importing into accounting software much easier. If you regularly work with financial data, it’s worth testing different workflows to see which one fits your needs best. Tools evolve quickly, and what didn’t work a year ago might work flawlessly today.

Hope this helps someone who has struggled with messy tables or unreadable PDFs!