Guides
Short, practical articles about getting bank statements and PDF tables into spreadsheets, and making sure the numbers are right.
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How to convert a bank statement PDF to Excel
Three ways to get a PDF bank statement into Excel: a statement converter, Excel's Get Data from PDF, and copy and paste. Steps, pitfalls and how to check.
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How to open a password-protected bank statement PDF
Where to find the password of a bank statement PDF, typing tips that fix most errors, and how to convert or save the statement safely without sharing it.
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How to check that a bank statement adds up
The running balance rule, ready-to-use Excel formulas to check every row, and the usual reasons a statement doesn't add up after converting it from PDF.
Converters
- Bank statement to ExcelDate, description, money in, money out and balance, with every balance checked.
- PDF to ExcelPrice lists, invoices and reports. Numbers stay numbers, dates stay dates.
- Bank statement to CSVA clean CSV for accounting software, budgeting apps and Google Sheets.
- PDF to CSVAny table from a PDF as a CSV file, ready to import.
- Credit card statement to ExcelPurchases, payments and refunds, with the amount you owe checked.