Convert PDF to CSV
Do you have bank or credit card transactions stored in a PDF file but cannot open it in Excel as a table with transactions? Microsoft Excel, Google Sheets, or another spreadsheet app do not open PDF files directly, and copying text from an opened PDF does not work for tables either.
The Solution: Try the ProperConvert app. It converts your transactions into a format from PDF to CSV.
PDF (Portable Document Format) is a widely used format for documents that are shared and viewed on various devices and platforms. PDFs are meant to be shared and look exactly the same everywhere (on paper, on screen, etc.), but from the data point of view, PDFs are not great to work with.
Convert transaction PDF to CSV
- The ProperConvert app (PDF converter, replaced legacy PDF2CSV) extracts transactions from PDF files. It creates a CSV document that are ready to import into any spreadsheet application), Quicken for Mac, and Quickbooks Online.
- No data entry: Convert data you already have, such as bank or credit card PDF statement documents, to CSV/Excel. Optionally, select and save only the transactions you want to convert.
- Smart way: ProperConvert understands many layouts. It finds columns for your transactions, such as date, amount, description, etc.
- Easy way to use: Converting your bank and credit transactions into CSV could not be any easier. With a few clicks, you will have all your transactions converted to importable by Excel, Quicken for Mac, QuickBooks Online, or an online free or paid accounting application in no time.
Comprehensive tool for your bookkeeping needs
- Set CSV (Comma Separated Values) attributes: choose the representation for dates and the decimal separator as a dot or comma for amounts of your data, even if the settings in a PDF file and your system are different
- Free trial and support: try it for Free before you buy and receive full support before and after you order.
- Offline Conversion: ProperConvert converts all your banking transactions on your computer.
- Convert multiple PDFs at once: select multiple PDF files to be parsed together and converted to a single output file
- Work with specific PDF pages to speed up or improve the conversion: the conversion tool allows you to set the page range
- Image, scan, or simple text content type: extract data from regular (text format), image, or scanned PDF files.
- Correctly recognize the amount sign: detect withdrawal and deposit columns, various amount sign variants, or separate tables for deductions and additions
- Work with large file sizes: select files with one page to 100 pages - the conversion tool can handle various sizes
- Excel converter: convert transactions to CSV or XLS or XLSX Excel files
How can I use the converter tool to convert transactions from PDF?
The conversion process is simple and straightforward.
- First, Download, install, and run the converter software (click download on the download page)
- Select a PDF document with transactions and click Open
- Review transactions
- Backup your accounting software data before importing any file
- Click the Convert button to make a conversion from PDF to a new CSV file
- Optionally save data in different layouts (for example, excel spreadsheet) to have only details and formatting required by specific applications; click to choose the CSV target.
- Open the created file in Excel or Google Sheets or another spreadsheet software used in your work or import it into Quicken for Mac or upload it to Quickbooks Online (under the banking section, click the Upload button and select created CSV file)
Can I access the transaction table in a PDF file without converting?
You may copy data as plain text directly from a PDF file opened in Adobe Acrobat into Excel and then copy and paste parts of the transaction, like date, amount, and description, into separate table cells. This process may take more time than using the conversion tool.
Can I drag and drop tabular data from a generic PDF reader?
Yes, some PDF readers allow text selection and then drag and drop to a spreadsheet app. However, extracted data need to be in tabular form.
Can a generic PDF tool be used to extract tabular transaction data?
Yes, some generic PDF tools (even free online ones as well) provide export to CSV. These apps include other data from the PDF file, like the account header, interest table, and other details that are not transaction details. However, you may need to clean up the created CSV file, including date and amount columns that could be in an incorrect document format. For example, in a PDF file, dates could be presented in short wording format like "May 3", so you will need to convert to a format needed with the year added like "2024-05-03".
Can the conversion program be used by multiple users?
Yes, the app can be installed on multiple computers and used by different users. We offer license options for multiple users.
Is there a free converter version?
We provide a free trial to test the parsing without limitations and convert to up to 10 transactions into an output file.
Is there an online converter version?
All conversions are done on your desktop.