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How to convert a bank statement PDF to Excel (with numbers that add up)

Banks send statements as PDFs, but budgeting, accounting and expense claims all happen in a spreadsheet. Copying rows by hand is slow, and pasting usually breaks the columns or turns amounts into text that Excel cannot add up. A bank statement is also one of the most sensitive files you own, which is a good reason not to upload it to a random converter.

Open the tool: PDF to Excel

Step by step

  1. Open the PDF to Excel tool on Convert Magician.
  2. Drop the statement onto the page. It is read in your browser; nothing is uploaded.
  3. Choose one sheet per page, or all pages on one sheet if you want a single list of transactions.
  4. Download the XLSX file and open it in Excel, Google Sheets or LibreOffice. Check the totals against the statement before you rely on them.

Good to know

  • Amounts such as 1,250.50 or -84.20 are stored as numbers, so SUM, filters and pivot tables work immediately.
  • If the statement is a scan or a photo, turn on text recognition. Clean, straight scans give the best results.
  • Delete the header and footer rows (bank address, page numbers) once, then sort or filter the transactions as you like.

Questions

Is it safe to convert a bank statement online?

With this tool the conversion runs inside your browser, so the statement is never sent to a server. That is the main difference from most online converters.

Why are my amounts shown as text in other converters?

Many tools copy the characters as they appear, including currency signs and thousands separators. This converter recognises the number and stores it as a value.

Can I convert several months at once?

Convert each statement, then copy the rows into one workbook. If you need one file first, merge the PDFs and convert the result with all pages on one sheet.

Open the tool: PDF to Excel

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