Convert PDF bank statement to CSV You can convert a PDF bank statement to CSV or Excel with PDFTables. A bank statement is a part of anyone’s life, whether you are converting a PDF bank statement for your own personal accounts or you are doing accounts for your business, it’s simple and easy to convert the statements into Excel (XLS), CSV or XML format. In this tutorial, we will be walking you through how to convert a PDF bank statement, so that you can analyse your statement in XLS, CSV or XML format. We will also cover merging all bank statement documents into one Excel document.

Before we start As an example, we will be converting a sample PDF bank statement from JPMorgan Chase which will convert into 2 pages. If you would like to convert only certain pages from the PDF document, see our tutorial on. Step 1 Go to PDFTables.com and click the ‘Convert a PDF’ button to begin converting.

Step 2 Locate your PDF bank statement and click open. Step 3 Once the conversion has completed, select CSV, Excel or XML from the drop down menu next to the 'Download as Excel' button. Step 4 When the download is complete, click the arrow to show the download in your file explorer. Move the download to your preferred location. If you will be merging multiple bank statements, these will all need to be in the same folder. Step 5 Now that you have moved your document, click on it to open it and you will see your converted PDF in your chosen program!

You have now successfully converted your bank statement from PDF to CSV, Excel or XML! Merging all documents into one master Excel document In these steps, we'll show you how to merge multiple Excel or CSV files into one using a macro. We'll also show you how to this manually. Using a macro If you are familiar with macros in Excel or you would like to learn how to use a macro, this option is quick and requires little manual input once setup. Step 1 Open a new Excel document – this will be your master bank statement document. In your Excel document, click the View tab and select Macros.

Type GetSheets in the macro name box, click Create and then copy the VBA code from the 3rd step of into the module box that appears. If you are working with CSV files, update line 3 to be: Filename = Dir(Path & '*.csv'). Step 2 Ensure you have updated the path in the macro to point to where your converted XLS files are saved in Windows Explorer. Exit the VBA page.

Need an old bank statement only to find out that the bank has archived it, and want to charge you to get it back? Spot check to make sure there are no fraudulent transactions on your account? Like to summarise all your big ticket items for a period? Need to summarise business expenses? It’s been difficult for me to do any of these as bank transaction systems are Luddite.

Click Macros again and then run the macro you have just created. Your bank statements will now all be in one master Excel document on multiple sheets. This will now be saved to use again when you convert more PDF bank statements. Merging manually If you would rather merge your documents manually, open each converted XLS document and choose one which will be your master document (or open a new Excel document). Step 1 In each Excel document copy the data from the sheet containing your bank statement, and paste it into a new sheet of the master Excel document. Step 2 Save the master document and you will now have merged all your bank statements into one document. You've successfully converted a PDF bank statement to Excel and merged multiple into one document.

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FEATURES: Convert bank. • Simple bank statement checker to view and manage your bank statements. Downloaded Statements in csv format are imported into doshlogger and viewed in a Qt. • PyOFX converts bank statement download files in the old OFC format used by MS Money 97 to the new OFX.