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How to Convert a PDF Bank Statement or Invoice to Excel

Pull the table out of a PDF into a spreadsheet so you can sort, add up and filter it. Free, and it runs in your browser.

A bank statement or invoice in PDF is hard to work with. You cannot sort it or add up a column. Moving the table to Excel fixes that.

Steps

  1. Open PDF to Excel and choose your PDF.
  2. Check the preview. If two columns are stuck together, or one is split, change the column setting.
  3. Download the Excel file. Choose one sheet per page if you want each page separate.

PDF to Excel

Convert a PDF to Excel

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When it works best

It works on PDFs with real text, which is what banks, billing software and most online portals produce. Plain tables with clear gaps between columns come out cleanest.

If your PDF is a scan

A scan or a photo has no text to read. Use Image to Excel, which reads the text from the picture, or run PDF OCR first.

After you convert

  • Check the totals against the PDF.
  • Fix any columns that merged. This usually takes a minute.
  • Use Excel filters and sums for the rest.

Frequently asked questions

Is it private?

Yes. The PDF is read in your browser and is not uploaded.

Can I get a CSV?

Yes. You can download both Excel and CSV.

Free tools mentioned in this guide

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