How to Easily Convert PDF Bank Statement to Excel

We all know how bank statements are important both from personal and business perspectives. They're indeed necessary for us to monitor all of the expenses and credits that you have throughout the month. But as we all know, most bank statements are sent in PDF format, which is impossible to copy unless you use a PDF tool. That's why many individuals opt to Convert PDF bank statement to Excel format so that they can copy and modify the file properly.

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convert bank statement to excel

How to convert bank statement to excel online

I. Using Free Online Tools

To successfully turn your PDF to Excel bank statement, you have a couple of options that you can choose. The first one is by using web-based free applications that are capable of turning your PDF statement which is in PDF format into .xlsx which is an Excel file extension. You can find numerous tools online, and some of the finest ones are provided below.

1. LightPDF

In planning to turn your bank statement from PDF to Excel free of any charge then, LightPDF is the best tool that you can utilize. This web-based app is equipped with numerous PDF editing functions and a decent PDF converter that could help you easily transform your bank statement into an Excel document. The other functions that you can find with this app include the sign, merge, split, watermark, OCR, etc.

To convert PDF bank statement to Excel free here’s what you need to do.

  • Go and visit LightPDF’s official page and look for the “PDF to Excel” function

  • After that open, upload the file you need to convert and wait for converting.
  • When the process is done, just click the “Download” button to save the file on your desktop.

Here is the converting effect of LightPDF:

lightpdf-converting-effects

2. iLovePDF

This next free online program that you can utilize is iLovePDF. This is a well-known app, especially for those who often convert various files into another. Aside from converting multimedia files, it also offers document conversions. Transforming your bank statement into an Excel document is not complicated at all. All you need to do is to upload the file inside the app, select an output format and then click “Convert”. However, PDF editing functions are not offered in this program.

iLovePDF effects contrast:

ilovepdf-converting

II. Using Desktop Program

Do you want to convert bank statements to excel but are a fan of online applications? Well, a desktop program is what you might be looking for. By using a desktop tool, you can edit and convert PDFs regardless of the internet connections. It’s also more stable and offers a lot of different PDF editing functions to use.

LightPDF Editor

A perfect example of this is LightPDF’s desktop version. Although this tool is not free, it thus provides extended functions that can make your tasks easier. It features both PDF editing functions and PDF conversion but is more extensive and feels more premium than its online version. Converting your PDF to Excel bank statement through this tool is also faster since there’s no need to upload the file online and its conversion speed is fixed and will just depend on how big the file that you’ll edit is.

LightPDF desktop

Extract PDF pages

Moreover, if you wish to rip a certain part of your bank statement only, the tool’s “Extract” function can help you with it. Just open your PDF file, go to “Page” and then “Extract”. Select the page to be extracted. You’ll also be given an option either to extract pages as separate files or delete pages after extracting.

Convert PDF to Excel

While to turn your bank statement from PDF to Excel, simply follow these steps.

  • Launch LightPDF and open the PDF file.
  • After that, click “Convert” from the top menu and select “To Excel”. And the conversion process will begin right away.
  • Once done, the converted Excel file will be saved instantly to the output folder.

Combine PDFs

After you extract some pages from your monthly bank statement, and wish to combine it from the other month’s statement. You can make it possible through LightPDF’s “Merge PDF” function. It can help you combine PDF files despite bank statement.

merge PDF files
Conclusion

Settling monthly bills is indeed a serious task, that is why it is necessary to tally everything properly. And this task could be easier if you convert PDF bank statement to Excel, so that you can accurately copy the figures as they’re before computing them. That’s why next time, be sure to use the ways and tools that we discussed above to ease your burden of managing your bank statements.  

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Posted by Alice on to PDF Conversion Tips, Productivity Tips. Last updated on June 7, 2022

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