How To Convert Bank Statements From PDF to CSV

You know that PDFs are great for sharing information, but they’re not exactly flexible when it comes to other things. If you’ve ever tried to crunch numbers from a PDF, you know the pain.

That’s exactly where CSV files come in handy. They’re super compatible with tools like Excel, Google Sheets, and most budgeting and personal finance tools, making data analysis and financial tracking so much easier. Whether it’s budgeting or preparing for tax season, CSV files give you the flexibility you need.

Using Smallpdf To Convert Your PDF Bank Statement to Excel

Stop wasting time copying and pasting figures from your bank statement by doing the following:

1. Upload your PDF bank statement to our PDF to Excel converter.
2. Let the tool work its magic; the conversion starts automatically.
3. Download the converted file. That's all there is to it!

Once the conversion is done, you’re ready for the next step.

This method is the best because it’s fast, reliable, and doesn’t require any technical skills. Plus, the process is secure, which is important when you’re working with sensitive financial information.

Reviewing and Cleaning Data in Excel

Unfortunately, there is no standard layout used by all financial institutions for bank statements. So, you will need to review everything before saving it as a CSV file. Open the converted bank statement in Microsoft Excel, Google Sheets, or even LibreOffice. They’re all suitable for this step.

Take a moment to review everything. Depending on how your bank formats their PDF statements, you might find each table from the PDF added to separate sheets in the workbook. If you’re trying to import your bank statement into a personal finance app, you’re most likely interested in a detailed breakdown of all transactions.

Find this sheet, compare it with the PDF statement to ensure all information is there, and clean up any formatting issues if necessary. Look for missing numbers or misplaced rows. Make sure all the columns line up correctly and if you spot any extra rows or irrelevant data, clean it up to keep things neat and focused.

Saving Your File as CSV

When your data looks good, it’s time to save the file as a CSV. In Excel, go to “Save As” and choose the CSV format. Save the file to a location where you can easily find it, and you’re all set.

Saving an XLSX file as a CSV only works for a single sheet. If your workbook has multiple sheets, make sure you are on the one with the data you need saved. If you get a popup message, click “OK.”

Are Online Bank Statement Converters Reliable?

A quick online search will surface several bank statement converters that—in theory—allow you to convert straight to CSV format. No need to first convert to XLSX. But the inconsistent formatting of bank statements leads to inconsistent results. Pages might be skipped completely, and you will still need to clean up the formatting. Ignoring that all these tools require registration first, and most are subscription-based services. Our PDF Converter delivers consistent results, keeps your information safe, and can be used free of charge without even registering.

FAQs About Converting Bank Statements From PDF to CSV

How to convert a PDF bank statement to CSV?

To convert a PDF bank statement to CSV, start by uploading the document to Smallpdf’s PDF to Excel converter. The file is automatically converted to XLSX format, and you can then download it, open it, and review and clean the data. When everything looks good, save or export the file as a CSV. By converting to CSV, you unlock the ability to filter, sort, and analyze your financial data without the limitations of a static PDF. Plus, it’s a time-saver compared to manually entering data.

How to convert PDF financial statements to Excel?

Use our PDF to Excel converter. Drag and drop your PDF, convert it to Excel, and download the file—it’s that simple.

How do I export financial statements to CSV?

After reviewing the Excel file, go to “Save As” and select CSV as the format. Confirm the delimiter settings if necessary, and you’re done. Saving as CSV makes it compatible with a range of applications, including accounting software and data analysis tools. Double-check your settings if necessary to ensure that commas or semicolons match the system requirements you’re working with. Saving in CSV keeps your data compact and versatile, ready for use wherever you need it.

With Smallpdf, you can convert a PDF bank statement to CSV quickly and without stress. Give it a try and see just how smooth the process can be!