Bank statement conversion

Bank statement PDF to Excel by bank

Find the right PDF-to-Excel workflow for the bank statement layout you have.

What this page helps with

Bank statement PDFs vary by bank, country and account type, including date formats, debit and credit signs, balance columns, summary blocks and repeated page headers.

Use these bank-specific pages to understand what to check when converting a bank statement PDF into Excel.

A direct bank CSV or spreadsheet export is usually best when it covers the full period. Use PDF-to-Excel conversion when the PDF is the source available.

What the Excel output should contain

  • Transaction dates from the PDF statement.
  • Descriptions for merchants, payees, transfers, fees or deposits.
  • Amounts with debit and credit signs ready for review.
  • Balances when the original statement has a balance column.

Common questions

Are bank-specific pages different from the generic converter page?

Yes. They focus on bank-specific statement layouts and the checks users should make for that bank's PDFs.

Should I use a bank CSV instead?

Use a complete bank CSV when you have one. Convert the PDF when the PDF statement is the source available.