Bank statement guides
Practical, honest guides for getting statement PDFs into spreadsheets and bookkeeping tools. All examples are fictional.
Bank statement PDF to Excel: a practical review guide
Learn how to prepare a bank statement PDF for Excel, check transaction signs and balances, and avoid common spreadsheet mistakes.
Bank statement PDF to CSV: keep dates and amounts correct
A practical guide to bank statement CSV columns, decimal separators, date formats and safe spreadsheet imports.
Bank statement PDF to Google Sheets: import it cleanly
How to move transactions from a PDF bank statement into Google Sheets with correct dates, signs and decimals.
How to reconcile a bank statement in Excel
A simple method to reconcile bank statement transactions against your records in Excel, with a fictional worked example.
Debit and credit columns on bank statements explained
Why bank statements show separate debit and credit columns, and how to turn them into one signed amount for Excel or CSV.
Scanned or text PDF? Check your bank statement before converting
How to tell whether a bank statement PDF contains real text or only an image, and why it matters for conversion to Excel or CSV.
Convert several bank statements to one Excel file
How to combine a year of monthly bank statement PDFs into one clean spreadsheet without duplicates or gaps.
Password-protected bank statement PDF: how to convert it
Why protected bank statement PDFs fail to convert and how to save an unlocked copy when you know the password.
Prepare a bank statement CSV for accounting software
Column order, date format and sign conventions that make a bank statement CSV import cleanly into bookkeeping software.
Import a PDF bank statement into QuickBooks Online
QuickBooks Online cannot read PDF statements. Convert the PDF to an OFX or CSV file, check it, then upload it to the right bank account.
Import a PDF bank statement into Xero
Convert a bank statement PDF into an OFX or CSV file that Xero can import, and avoid duplicates and wrong signs.
Credit card statement PDF to Excel: what to check
How to turn a credit card statement PDF into a spreadsheet, and the sign and date traps that are specific to card statements.
Bank statements for a mortgage application: organise them in a spreadsheet
Lenders ask for months of bank statements. A simple spreadsheet helps you spot and explain large deposits and regular payments before you apply.
Use bank statements to prepare your tax return
Turn a year of bank statement PDFs into a categorised spreadsheet so income and deductible expenses are easy to total for your tax return.
Bank statement Excel template: columns that work
A simple, reusable Excel layout for bank transactions, with the columns, formats and formulas that make checking and totals easy.
Kontoauszug in Excel umwandeln (PDF zu Excel und CSV)
PDF-Kontoauszug in Excel, CSV oder OFX umwandeln: Buchungstag, Verwendungszweck, Betrag und Saldo, direkt im Browser, ohne Upload.
Convertir extracto bancario PDF a Excel
Convierte tu extracto bancario en PDF a Excel, CSV u OFX: fecha, concepto, importe y saldo, en tu navegador y sin subir el archivo.
Convertir un relevé bancaire PDF en Excel
Convertissez votre relevé bancaire PDF en Excel, CSV ou OFX : date, libellé, débit, crédit et solde, dans le navigateur, sans envoi du fichier.
Convertire l'estratto conto PDF in Excel
Converti l'estratto conto in PDF in Excel, CSV o OFX: data, descrizione, dare, avere e saldo, nel browser e senza caricare il file.
Bankafschrift PDF omzetten naar Excel
Zet je PDF-bankafschrift om naar Excel, CSV of OFX: datum, omschrijving, af, bij en saldo, in je browser en zonder upload.
Converter extrato bancário PDF para Excel
Converta o extrato bancário em PDF para Excel, CSV ou OFX: data, descrição, valor e saldo, no navegador e sem enviar o arquivo.