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- bank statement to excel
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Which statements work?
Digital PDFs downloaded from online banking (with selectable text) work best: each detected table becomes its own Excel sheet.
Paper statements that were scanned contain no table structure; use OCR to get their text instead. Cell values come through as text and no formula is ever executed.
Next steps in Excel
Convert the amount column to numbers with Text to Columns or VALUE(), then build a PivotTable to see spending by category.
How to use Convert a Bank Statement PDF to Excel
- 1
Upload the statement
Choose the PDF from your bank (up to 50 pages).
- 2
Convert to Excel
Tables are detected and exported to XLSX.
- 3
Analyze
Filter, sort and total in Excel.
Tips
- Merge monthly statements first, then convert in one go (mind the 50-page limit).
Tools used
Frequently asked questions
Do scanned statements work?
No. Tables are only detected in digital PDFs; use OCR for scanned text.
Are formulas safe?
Yes. Cells are imported as text and nothing from the PDF is executed.