To get a bank statement into Excel, first check whether your online banking offers a CSV or Excel export, because that is the most exact source. If you only have the PDF, a table converter can read the transactions into rows and columns. The free PDF to Excel converter on this site finds the tables in your browser, so the statement, with your account number and spending, stays on your device.
Before you start
- Use the PDF from online banking if you can. A statement downloaded from your bank contains real text, which is copied exactly. Scans and phone photos also work, but they are read with text recognition, so amounts need checking.
- Remove the password. Many banks protect statements with a password. Open the PDF with its password in your PDF reader or browser, print it to a new PDF (Save as PDF), and convert that copy.
- Have the statement open next to you. You will compare the result against it at the end.
Step by step
1. Open the statement
Go to PDF to Excel and click Choose a PDF or image, or drop the file on the page. If it is a scan in a language other than English, a European language, Chinese or Japanese, pick it under Text language first.
2. Let it find the tables
Each page is searched for tables automatically. The first time, the table engine (about 19 MB) is downloaded and kept by your browser; scanned pages need the text recognition engine as well. Every table found is shown as a preview. Click Stop if you only need the first pages of a long statement.
3. Check the preview
- Transactions over several pages are joined into one table when the columns line up, and a header row repeated on each page is dropped. The status line tells you when this happened. If two tables were joined by mistake, click Split; if a continuation was missed, click Join with previous table.
- Summary boxes such as account details or a balance overview may also be picked up. Click Remove on any table you do not need.
- A missed table? Click Select a table yourself and drag a box around it on the page.
- A wrong cell? Click it in the preview and correct it.
4. Download
Click Download Excel to get an .xlsx file with one sheet per table, or Download CSV for budgeting and accounting apps. To paste one table straight into Excel or Google Sheets, click Copy on it.
The Bank Statement to Excel page opens the same tool with tips specific to statements.
Check the result
A two-minute check saves a lot of trouble later:
- Reconcile the balance. The last balance in the spreadsheet should match the closing balance on the statement.
- Total the columns. Sum money in and money out, and compare them with the totals printed on the statement, if it has them.
- Count the rows. Compare the number of transactions on one page of the PDF with the same page in the spreadsheet.
Amounts such as 1,250.00, $1,200 and (300) are saved as real numbers, so SUM and other formulas work straight away. Codes with leading zeros, such as account or reference numbers, are kept as text.
Tips for better results
- Convert one statement at a time and give each file a clear name, such as “2026-09-checking.xlsx”.
- Combine months in Excel afterwards. Paste each month’s rows under the previous month’s, then sort by date.
- Split debits and credits if your statement uses one column. Some banks show payments as negative numbers in a single Amount column. A formula like
=IF(C2<0,-C2,"")in a new column separates them. - Format dates after importing. If dates appear as text, use Excel’s Text to Columns or DATEVALUE to turn them into real dates.
Common problems and fixes
“This PDF is password-protected”
Open it with the password, save or print a copy as PDF without the password, and convert the copy.
The description column is split into two
Long descriptions that wrap onto two lines are usually joined into one cell. If a row still splits, merge the two cells in Excel or fix the cell in the preview before downloading.
Numbers came out wrong on a scanned statement
Text recognition can misread a blurry 8 as a 3, or miss a decimal point. Scan at a higher resolution, or use the PDF from online banking, and check every amount against the original.
Excel opens the CSV with everything in one column
Your Excel uses a different list separator. Open Excel first and use Data, From Text/CSV to import the file, or download the .xlsx file instead.
Alternatives
- Your bank’s own export. Most online banking sites can download transactions as CSV, Excel, OFX or QIF. This is the cleanest option when it covers the period you need.
- Excel’s built-in PDF import. Excel in Microsoft 365 for Windows can import tables from a PDF with Data, Get Data, From File, From PDF. It works well for simple statements.
- Budgeting and accounting software can often connect to your bank directly, which avoids PDFs altogether.
- Copy and paste. For a single short page, selecting the text in a PDF reader and pasting it into Excel can be enough, though columns often need fixing.
FAQ
Is my bank statement uploaded?
No. The PDF is opened and converted in your browser, on your device. There is no account, no email and nothing stored on a server.
Can I import the result into my budgeting app?
Usually yes. Download the CSV and import it, then map the date, description and amount columns when the app asks.
Does it work with a photo of a statement?
Yes. Photos and scans are read with text recognition. Take the photo straight on, in good light, and check the amounts afterwards.
Can I put it in Google Sheets instead?
Yes. Click Copy on the table and paste it into a sheet, or import the downloaded CSV or Excel file with File, Import.