Convert a Bank Statement PDF to Excel

The Short Answer

If your bank hands you statements as PDFs, you do not have to retype them to work with the numbers. Swoosh reads the rows out of a bank statement PDF and lays them into a clean spreadsheet you can open in Excel, sort, filter and total. You can turn a bank statement PDF into a spreadsheet here, free to try.

Why a Statement PDF Resists a Spreadsheet

A statement looks like a neat table, but a PDF has no real columns underneath. So when you copy and paste it, the dates, descriptions and amounts arrive as one long jumble that takes longer to untangle than it would to type the lot by hand. If the statement is a scan or a photo of a printed page, there is no text to copy at all. Either way, the figures you need are locked inside a page instead of sitting in cells where you can use them.

!A hand resting beside a printed statement, a clean spreadsheet glowing behind

How to Convert a Bank Statement PDF to Excel, Step by Step

1. Add the statement PDF, or a photo of a printed one.
2. Let it read the rows, the date, the description, money in, money out and the balance.
3. Check a few lines against the statement, then export to a spreadsheet.
4. Open it in Excel or Numbers and sort, filter or total it however you need.

What Happens to Your Statement

To read the page, the image or text is sent to a model that does the reading, and we do not keep your images or use them to train anything. A bank statement is about as sensitive as paper gets, so nothing is stored and nothing is used for training.

When It Saves the Most Time

This is the job that turns a dreaded afternoon into a few minutes, reconciling an account, pulling a year together for a tax return, or sorting twelve months of spending into categories. Anywhere you needed the numbers in cells rather than trapped on a page, a statement that becomes a spreadsheet does the tedious part for you.

Ready to try? Convert a bank statement PDF to Excel. Free to try.