Guide

PDF銀行明細をExcelに変換する方法

PDF銀行明細をアップロードし、日付、摘要、金額、残高を確認して、プライベートなワークフローでXLSをダウンロードする方法。

Short answer

Use PDF-to-Excel conversion when the PDF statement is the source you have and you need transaction rows instead of page layout.

Use this workflow

  1. Upload the original PDF statement.
  2. Check that only transaction rows were extracted.
  3. Review dates, descriptions, amounts and balances against the PDF.
  4. Download the XLS file and keep the original PDF as the source record.