Use the ProperConvert app to convert PDF statement to CSV. Other formats are supported as well.
To convert bank statements to Excel, you will need to use a PDF to Excel converter. This type of software allows you to import your bank statements, which are typically in PDF format, and convert them into a format that can be used in Excel, such as a CSV (comma-separated values) file.
Here is a step-by-step guide on how to convert your bank statements to Excel:
First, download and install a PDF to Excel converter on your computer. There are many different options available, so choose one that you feel comfortable with and that has good reviews from other users.
Once the software is installed, open it and select the option to import your bank statement. You may need to select the specific type of file that your statement is in (e.g. PDF), and then browse to the location where the statement is saved on your computer.
After the statement has been imported, the converter will automatically attempt to extract the data from it and organize it into a format that can be used in Excel. This process may take a few minutes, depending on the size of the statement and the complexity of the data.
Once the conversion is complete, you will be able to see a preview of the data in the converter's interface. This will show you how the data has been organized and what it will look like in Excel. You can use this preview to make any necessary adjustments to the data, such as changing the format of the columns or adding or removing data.
When you are satisfied with the data preview, you can export it to Excel by selecting the option to save it as a CSV file. This will create a new file on your computer that can be opened in Excel, and the data from your bank statement will be organized into a spreadsheet.
Open the CSV file in Excel and you will be able to see your bank statement data in a spreadsheet format. You can then use all of the standard Excel tools to analyze, manipulate, and organize the data as you see fit.
In summary, converting bank statements to Excel is a simple process that can be done using a PDF to Excel converter. This type of software allows you to import your bank statements, extract the data from them, and export it to Excel in a format that can be used in a spreadsheet. With a few clicks, you can easily convert your bank statements to Excel and begin working with the data in a more flexible and powerful way.