How to convert a pdf bank statement to an excel spreadsheet
- Step 1Download your bank statement as PDF — Export or download the PDF statement from your online banking portal.
- Step 2Upload to the converter — Drop the statement PDF into the PDF to Excel tool.
- Step 3Download the XLSX — Save the extracted transaction table.
- Step 4Import into your bookkeeping spreadsheet — Copy the transactions into your accounting template or import into Xero/QuickBooks.
Frequently asked questions
Will debit and credit columns be correctly separated?+
For standard bank statement table formats (Date, Description, Debit, Credit, Balance), the extraction correctly maintains separate columns.
What if the balance column has running totals?+
Running balance figures are extracted as values. You can verify them by recreating the calculation in Excel.
Does this work for credit card statements?+
Yes — credit card statement tables have a similar structure and extract in the same way.
Privacy first
All PDF processing runs locally in your browser using PDF-lib and pdf.js. No file is ever uploaded — only metadata counters are saved for signed-in dashboard stats.