Convert a bank statement PDF to Excel

Banks set it, and it's usually explained in the email that came with the statement: often your customer ID, part of your name, the last digits of your account number or your date of birth (such as DDMMYYYY). Enter it when asked; it's used only to open the file for this conversion.

A scanned or photographed statement is a picture with no text to read. Run OCR PDF on it first, then convert the result. Statements downloaded from net banking normally have real text and work directly.

Any statement PDF with selectable text, from any bank. Layouts differ: statements with a header such as Date, Description, Debit, Credit and Balance get real dates and numbers, and others are still split into rows and columns by the position of the text.

The text is copied exactly as it's printed, and values are only converted when they're clearly dates or amounts — anything unclear stays as text. Column splits can slip on unusual layouts, so compare the opening and closing balance and a few totals with the PDF before you rely on the sheet.

Yes. Combine the monthly statements into one PDF with Merge PDF, then convert that file. Consecutive pages with the same header row are joined into one table.

No. Statements up to 4 MB are sent to Mergevanta's server encrypted end to end, converted in memory and deleted as soon as the workbook is sent back. Larger files are converted in your browser and never leave your device.