How to Convert Bank Statement PDF to Excel

Learn how to accurately convert bank statement PDFs to Excel. This guide walks you through the steps using Xodo PDF Studio on desktop, Xodo Web online converter, and Xodo Mobile apps on the go.

When you need financial data in a spreadsheet the most important question is how to go about converting PDF bank statements without losing important details?

The answer is to use a trusted PDF to Excel converter. But, there are advanced desktop software, online converters, and even mobile apps. Where do you begin?

We'll show you how to export financial data from your statements into Excel with Xodo. The best part is you can use it across any platform. This guide will cover:

• Steps on Windows, macOS, or Linux
• How to convert statements online
• How to do it on Android or iOS
• Troubleshooting tips to handle unexpected issues
• Answers to common questions you may have

Let's get started and see how Xodo converter tools can help you save time and money.

Convert PDF bank statements to Excel offline

If you don't like relying on an internet connection or need added security features, Xodo PDF Studio will be your best option. It runs on Windows, Mac, and Linux computers and offers secure offline capabilities.

Follow these steps to convert PDF bank statements into Excel offline:

1. Install and launch Xodo PDF Studio

• Download Xodo PDF Studio for Windows, macOS, or Linux.
• Install and open the software.

2. Open your bank statement

• In Xodo PDF Studio, click on the File tab.
• Browse for and select your PDF bank statement.
• Once your file is opened, review and ensure the information in the bank statement is accurate.

3. Convert into Excel spreadsheets

• Go to the Convert tab and click on Excel.
• Choose a file name and select where you want to save your new spreadsheet.
• Xodo PDF Studio will create an XLSX file and open it in Microsoft Excel.
• Confirm that the data appears in the correct rows and columns.
• Make adjustments as needed to fix any output errors and save your file.

Xodo PDF Studio securely converts your bank statements to Excel, keeping your financial data safe on your device. Once converted, you can easily perform data analysis, knowing you'll get accurate results.

Convert bank Statements to Excel online

Xodo Web is a browser-based solution that supports converting your PDF bank statements into Excel spreadsheets. This is a good option if you don't want to install extra software on your computer.

To convert your bank statement to Excel online, follow these steps:

1. Access the online PDF to Excel converter

• Go to Xodo Web's PDF to Excel online tool.
• Upload a PDF from your device, Dropbox, Google Drive, or Xodo Drive.
• Wait for the file to finish uploading.

2. Customize and convert to XLSX

• Choose a conversion method: Separate sheets (each table goes to its own sheet) or Merge tables (all data on one sheet, may include extra columns for formatting).
• Click on Convert to start the conversion process.

3. Download and review your file

• Click on Download to save the resulting Excel spreadsheet file.
• Open the file in Microsoft Excel or Google Sheets.
• Review the layout and results. If some data looks out of place, adjust the conversion options or try splitting your PDF into separate pages.

You can convert one file for free each day. If you need more, you can start a 7-day free trial for unlimited conversions and access to 30+ other tools to manage your files. You can cancel your trial anytime.

Convert PDF statement to Excel on mobile

You can also convert PDFs on your phone or tablet using Xodo apps for iOS or Android. This is helpful if you need to handle spreadsheets and data conversion on the go.

Here's how to convert PDF bank statements into Excel on your mobile device:

1. Install the Xodo app

• Download the Xodo app from the App Store or Google Play Store.
• Open the app after installation.

2. Convert PDF to Excel

• Tap on the Toolbox icon.
• Tap on Convert from PDF.
• Select PDF to Excel.
• Select the PDF you want to convert. Upload it from your device or cloud service.
• Tap on Convert.
• Wait for the app to finish conversion.

Note: PDF to Excel conversion is a premium feature on mobile. To use it, you need to start a free trial or subscribe directly in the Xodo app.

3. Preview the converted Excel file

• Once the conversion completes, it'll appear in your New Files list.
• Open the converted file to confirm its accuracy.
• If you see formatting issues, try converting page by page or returning to a desktop approach.

With Xodo Mobile, you can easily convert between most formats on the go, making it simple to work from anywhere.

Pro tip: Use the Scan Document tool to turn paper bank statements into PDFs with your phone's camera.

Common PDF to Excel conversion issues

Performing a data conversion on your bank statement may require some trial and error. Here are some general data extraction tips to keep in mind:

Split Columns or Rows

Merged cells and inconsistent spacing in bank statements can result in data splitting across multiple columns. Review the original layout and consider converting one page at a time for better accuracy.

Logos and Images in Data Cells

Logos, headers, or design elements often appear in separate Excel cells after conversion. These non-essential elements can be removed manually if they disrupt your structure.

Fonts and Formatting Issues

Some customized bank statements include decorative fonts that may not translate well. Double-check the text data in the Excel file.

Large File Sizes

Large files can slow down the conversion process or cause software to crash. To improve performance, split the PDF into smaller sections or resize it before converting.

Multiple Tables or Page Layouts

Statements with multiple tables or varying page formats often result in disorganized spreadsheet outputs. Convert only the pages you need to minimize errors and improve consistency.

Missing or Skipped Data

Some converters may ignore complex tables or embedded elements. Always review your output to ensure that there aren't any in the PDF file.

These slight issues vary based on how your bank issues statements through their financial software tools. While converting bank statements into Excel is meant to eliminate the need for time consuming manual data entry, be prepared to perform some manual fixes.

Frequently asked questions

How can I extract data from a bank statement PDF?

You can use any of the Xodo converter tools to extract data from bank statements into Excel, Word, or other formats.

Can I edit the file after converting my statement to Excel?

Yes, once converted, you can freely edit, format, or rearrange the data directly in Microsoft Excel.

If you need to make changes to the original PDF, check out how to edit a bank statement PDF.

Why is my data misaligned after converting to Excel?

This often happens when the software misinterprets table layouts or spacing in the PDF. To fix it, try converting one page at a time or remove any logos or graphics before export.

Is it safe to convert my bank statements online?

Yes. Xodo Web deletes uploaded files after one hour. Always make sure you use a trusted PDF to Excel converter that protects your data and doesn’t store files longer than necessary.

For more tips, see our guide on how to securely share bank statements.

Can I convert my statement into MS Word?

Yes, you can convert your bank statement PDF to MS Word using Xodo tools. Simply follow the same steps outlined in the guides above, but choose Word as the output format instead of Excel.

Final thoughts

You now have several ways to convert bank statements to formatted Excel spreadsheets.

Whether you prefer a web-based workflow, comprehensive offline features, or need to work on the go with your bank statements, Xodo tools cover all your needs. Try them out today!

• Xodo PDF Studio (best for advanced desktop workflows)
• Xodo Web (ideal for cloud-based conversions)
• Xodo Mobile (best for professionals on the go)