How to Convert Your PDF Bank Statements to Excel/CSV
Today, thanks to technological advances and digitisation, the management and organisation of financial information can be greatly optimised for both individuals and businesses.
Customers of the various banks still have their PDF bank statements, which they can access via their customer area.
Although these PDFs contain all the raw transactions, the manual process of extracting and organising the data from these statements can be difficult and error-prone.
PDF bank statements have no editing or structuring functions, so inefficient conversion methods can lead to reconciliation problems, integration errors and erroneous financial reports, wasting an enormous amount of time.
Those seeking to remedy these problems can use our StatementSheet bank statement converter to automate the extraction process.
In this article, you'll discover the benefits of using our tool and find detailed instructions on how to transform your PDF bank statements into Excel/CSV.
Why should you use a bank statement converter ?
Before we start, let's look at why it's essential to have a bank statement converter for your financial information.How do I convert a PDF bank statement to Excel/CSV ?
Our bank statement converter is available directly from any browser, on computer or mobile, with no need to download or install anything. Our tool supports different types of bank statement:Steps to convert your bank statements :
1. Access your bank statement from your computer or log in to your online customer area on your bank's website to download your statement in PDF format.
2. Go to our bank statement converter website StatementSheet
3. Click on the ‘Convert PDF bank statement’ button to open the import tool.
4. Select your PDF bank statement to start the process of transforming it into Excel/CSV
5. Once you have finished, you can analyse the result of the conversion. Statementsheet returns an on-screen structured table containing the transactions from your PDF bank statement.
6. Click on the ‘Export’ button to download your CSV file.
With these simple steps, you can quickly convert your bank statements to Excel/CSV formats.
Tips for optimising the use of the converter with your bank statements
Using our bank statement converter already saves you a considerable amount of time. You can adopt good practices to optimise its use and avoid common mistakes. Here are a few tips on how to make the most of the tool.1. Check the quality of your PDF bank statement
Make sure your PDF bank statement is of good quality. If the file is corrupted, blurred or badly scanned, the tool may have difficulty reading the data. It is preferable to always download statements directly from your customer area, rather than using copies or scans.
2. Sort your statements by account type.
When you process several statements, remember to classify them by type of account (current account, credit card, savings, etc.). This simplifies data organisation and improves financial analysis. The resulting CSV file can then be integrated more easily into your financial management or accounting tools.
3. Recheck the amounts and categories.
Although the tool is very accurate, it is advisable to manually check the sum of the debit and credit amounts and to check whether this corresponds to the variations in the opening and closing balances, as well as the transaction categories, especially when using the tool for the first time. This allows you to identify any discrepancies and adjust the data before importing it into your accounting systems.
4. Update your software regularly.
If you import CSV transaction files into your accounting software, make sure they are up to date and that you are using the latest versions. When you import CSV exports into your accounting software, errors can occur. To reduce this risk, make sure you update your software. Also remember to keep up to date with updates to the StatementSheet converter so that you can benefit from the latest features.
By following these tips, you can optimise the conversion and management of your finances. Whether you want to simplify your financial reports, plan your budgets or integrate your statements, StatementSheet is an indispensable tool for converting your PDF statements into a clear, structured format.