How To Import Bank Statements into Excel
Importing bank statements into Excel can improve the way you manage your finances.
With the evolution of digital tools, this task can be done quickly.
Here's a step-by-step guide showing you how to import your PDF bank statements into Excel.
Steps for importing a bank statement into Excel
Log on to your bank's website to download your bank statements in PDF format.
Most banks allow you to retrieve current account, savings or credit card statements directly via the customer area.
PDF bank statements are difficult to import into Excel with manual operations.
The aim is to convert them automatically to XLS or CSV format.
To do this, you can use specialist converters such as StatementSheet, which can accurately convert your PDF statements into Excel files.
Here's how it works :
1. Go to the StatementSheet.
2. Click on the ‘Import PDF bank statement’ button.
3. Select the PDF file containing your bank statement that you downloaded from your customer area.
4. Start the conversion and wait a few seconds.
Once the conversion is complete, the converter will offer to download your statement as a CSV file.
This file contains all the transactions structured in rows and columns.
Once you have retrieved the converted file, open it in Excel.
You can :
- View all transactions in an organised way.
- Use filters, formulas or pivot tables to analyse your data.
Tips for a successful import
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. Quality of the PDF file : Make sure the PDF file is of good quality to avoid potential conversion errors.
2. Checking the data : After import, check the accuracy of the data, particularly the transaction amounts.
With these steps, you can easily import a bank statement into Excel and simplify your financial management !