# Convert a bank statement PDF to Excel

Source: https://www.mergevanta.com/bank-statement-to-excel
Updated: 2026-10-23

> Convert a bank statement PDF to Excel free. Every page joins into one table, with real dates and Dr/Cr amounts as numbers. No watermark, no sign-up needed.

Turn a PDF bank statement into one Excel sheet of transactions. Pages are joined into a single table with one header row, and dates and amounts become real values you can sort and sum. Free, with no sign-up and no watermark.

## How do I convert a bank statement PDF to Excel?

Open the statement in Mergevanta's Bank Statement to Excel tool, enter its password if asked and press Convert to Excel. The pages are joined into one sheet with a single header row, dates become Excel dates and amounts like 1,250.00 Dr become numbers. Check a few totals against the PDF before relying on it.

## Key facts

- **Price:** Free
- **Watermark:** None
- **Sign-up:** Not required
- **Accepts:** .pdf bank statements with selectable text
- **You get:** One .xlsx sheet of transactions
- **Processing:** Encrypted server for files up to 4 MB, your browser for larger ones
- **Files stored:** Never
- **Works on:** Windows, macOS, Linux, iPhone, iPad and Android

## Why use Mergevanta

- **One continuous table:** Multi-page statements are joined into a single sheet: the header row repeated on every page and the page-number lines are removed.
- **Dates and amounts as values:** Dates like 01/04/2026, 01-04-2026 or 01 Apr 2026 become Excel dates; 1,25,000.00 and 1,250.00 Dr become numbers, negative for Dr where one column holds both.
- **Ready for your work:** Filter, sort and total transactions for bookkeeping, tax returns, loan applications or a monthly budget.
- **Private by design:** Statements are encrypted end to end, processed in memory and never stored; large files are converted in your browser instead.

## How to use it

1. Press Choose PDF and pick the statement. Enter its password if it has one, then press Open PDF.
2. Leave the layout on All on one sheet so every page lands in one table.
3. Press Convert to Excel.
4. Press Download, open the .xlsx and check the opening balance and a few totals against the PDF.

## Frequently asked questions

### My statement PDF has a password — what is it?

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.

### Does it work on scanned statements?

A scanned or photographed statement is a picture with no text to read. Run [OCR PDF](https://www.mergevanta.com/ocr-pdf) on it first, then convert the result. Statements downloaded from net banking normally have real text and work directly.

### Which banks does it work with?

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.

### How accurate is it?

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.

### Can I convert several months into one sheet?

Yes. Combine the monthly statements into one PDF with [Merge PDF](https://www.mergevanta.com/merge-pdf), then convert that file. Consecutive pages with the same header row are joined into one table.

### Is my bank statement kept anywhere?

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.

## Related tools

- [PDF to Excel](https://www.mergevanta.com/pdf-to-excel)
- [Merge PDF](https://www.mergevanta.com/merge-pdf)
- [OCR PDF](https://www.mergevanta.com/ocr-pdf)
- [Unlock PDF](https://www.mergevanta.com/unlock-pdf)
- [Merge Excel](https://www.mergevanta.com/merge-excel)
- [PDF to Word](https://www.mergevanta.com/pdf-to-word)