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How To Convert A Bank Statement PDF To Excel

Are you looking for an easy way to convert a PDF bank statement to Excel? You have come to the right place! In the same way that you can convert an Excel to PDF, you can change PDF to Excel.

Budgeting is one of the most important tasks you may face, and the Excel file format is an easy way to record and analyze this information. So it’s not surprising that many wish to store their bank statements using this format. By transforming your file, you will be able to sort and filter it in any way you want, making it easier to keep track of spending and view where your money is going every month. When bank statements are in Excel format, it means it’s easier to identify trends and get insight into your spending habits.

However, you may be wondering how to change your bank statement into a different format? Well, the answer is easy – by converting it to Excel. The good news is we provide the tool you need to make this happen. FormatPDF’s online tool can change your document in only a few seconds.

In this post, we’ll explain step-by-step how to convert your document using FormatPDF’s online tool. We’ll also share what you need to know about changing your document – these top tips are useful to read through before you get started. Finally, we’ll outline some of the best alternative methods to use for both PC and smartphone users. Let’s dive in!

How To Convert A Bank Statement PDF To Excel Step-by-Step

To change the format of your file, you can use FormatPDF’s online tool. It’s a simple solution and it takes only a few seconds to make the transformation. If you’re ready to transform your file, then we’ve included step-by-step instructions below:

  1. Go to https://www.formatpdf.com/en/pdf-to-excel/
  2. You will be taken to a page that will enable you to convert your file. Choose “Select PDF file” to upload your document. Alternatively, use the drag and drop to deposit your file into the box.
  3. Once you’ve uploaded your document, you can change the file name if you wish. Once you’re ready, click to convert.
  4. The online tool will get to work in a few seconds. Once finished, your document will automatically download!

What You Need To Know About Converting A Bank Statement PDF To Excel

So what do you need to know about converting to Excel? Read on to find out:

  • Excel is the preferable format when it comes to keeping track of spending. It enables you to analyze financial data, sort and filter information, and keep track of where your money is going.
  • It is much easier to share financial information via this format. Files can be opened and viewed on any device, making it preferable for sharing.
  • By converting your file, you can take advantage of the extensive spreadsheet features, which are ideal for handling financial information. Spreadsheet features help you organize more efficiently and stay on top of large amounts of data. Use formulas, graphs and other tools to enhance your financial data.

Alternatives For Converting Bank Statement PDFs To Excel

We know that FormatPDF is a great solution, though you may still wish to explore other options. You can use different options whether you’re using Windows, Mac or Linux, or Android or iPhone. We’ve included the best alternative methods that will help you convert your document.

Options To Convert A Bank Statement PDF To Excel On Your PC

You can use different methods whether you’re using a Windows, Linux or Mac operating system. Read on for various methods for each operating system.


You can use Adobe Acrobat to alter your file if you don’t mind paying a subscription cost to do so. If you’re happy to choose this method, follow the instructions to convert:

  1. Open your file in Adobe Acrobat.
  2. Click on the “Export PDF” tool in the right panel.
  3. Select “spreadsheet” as your export format, and then “Microsoft Excel Workbook.”
  4. Click “Export” to transform the document.
  5. Change the name of your file and then click the “Save button”.


Mac users can use the PDF Expert app to change their files. However, you should be aware that converting files to Excel is only available at a cost through the Premium plan. If you’re happy to proceed, follow the steps below:

  1. Download the app and open it.
  2. Drag and drop your file to PDF Expert or open it by clicking “Select File”.
  3. Select “Export” then “Export tools” > “Excel”.
  4. Choose the folder where you’d like the file to be saved and then click “Save”.
  5. Your new Excel file will appear in your chosen location and be ready to be used.


Similar to Windows users, Linux users can use Adobe Acrobat to convert their files. Once again, it requires paying a fee to use this program. If you’re happy to proceed, you can follow the steps outlined above for Windows users.

Options To Convert Bank Statement PDFs To Excel On Your Smartphone

You can still find all the great features of FormatPDF on a smartphone, but there are other methods you may wish to explore. Find a third-party app by following the instructions below.


iPhone users can convert their document by heading to iPhone’s App Store to search for an app. In the search box, type “PDF to Excel converter” or similar. Read through the apps and app features to find one you’re happy with. Once downloaded, open the document in the app and hit “Convert” to alter your document. Don’t forget to save or download your file.


Android users can head to the Google Play Store to find an app that will handle the conversion process. Search for an app using “PDF to Excel converter” or similar. Once downloaded, open your file and locate a button that will enable you to transform your file. Once converted, your new document should automatically download.

Becky is a freelance tech writer with over 8 years' experience writing for print and online. She is often found heavily caffeinated and accompanied by a laptop occupying local coffee shops, bars, co-working spaces and, frankly, anywhere she can get a strong cup of coffee. She enjoys collaborating on different projects ranging from tech to travel and everything in between!
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