Step 1: Select a Conversion Tool
Numerous online tools and software applications offer PDF to Excel or CSV conversion services. LedgerBox provides free conversions, check it out LedgerBox.
Step 2: Upload Your Bank Statement
Once you're ready, the next step is to upload the bank statement PDF file you wish to convert. Click on the "Choose file" and upload your PDF or simpply drag your PDF file into the dropzode.
Step 3: Choose the Output Format
Select the output format you desire - either Excel (XLS/XLSX) or CSV. Some tools will have separate buttons for each format, while others might have a dropdown menu where you can select the desired format.
Step 4: Convert the PDF to Excel or CSV
After selecting the output format, click on the "Convert" button. The tool will process the PDF file and convert it into the selected format. This process may take anywhere from a few seconds to a few minutes, depending on the file size and the efficiency of the conversion tool.
Step 5: Download the Converted File
Once the conversion process is completed, the tool will provide a link or button to download the converted file. Click on the "Download" button and save the Excel or CSV file to your device.
Step 6: Review and Edit the Converted Data
Open the downloaded file using Microsoft Excel or any other spreadsheet software. Review the data to ensure that the conversion process was successful and make any necessary edits to organize the data as you see fit.
Step 7: Save and Backup Your Data
After making the desired edits, save your file. It's advisable to keep a backup of both the original PDF bank statement and the converted Excel or CSV file for future reference.
Converting bank statements to Excel or CSV is a straightforward process that can be achieved with the help of various online tools or software applications. This conversion facilitates easier data analysis, enabling you to manage your finances more effectively.