Best Solution to Convert PDF Bank Statement to Excel

Imagine a situation where you want to manage your finances, but you have the bank statement in a PDF file. Now, you need to convert PDF bank statements to an Excel file accurately to analyze and calculate transactions. It might be annoying, and many people face several issues due to the limitations that come with PDF files. So, the first question that arises in your mind is: Which one is the right solution, and how can you convert PDF to Excel securely?

To counter such a problem, we’ll give the best solutions in this guide. You'll also get the benefits of PDF to Excel transition and detailed stepwise procedures to convert PDF bank statements to Excel file respectively. Let’s get started now!

Why Convert PDF to Excel? Benefits

To escape limitations and make PDF files editable is a common need; that’s why users convert pdf bank or credit card statements to excel. Some other benefits are as follows:

• Easier Data Analysis and Manipulation: Excel files allow you to analyze expenses and calculate totals with the help of various formulas, charts, and pivot tables. You can also edit and manipulate the data accordingly.
• Better Accuracy and Time-Saving: Except for Excel files, editing data in other files can be time-consuming. Moreover, if many alterations go wrong then with Excel file, you can correct them.
• Wide Integration with Applications: With different tools and accounting programs or financial dashboards, Excel files get integrated and provide easy analysis and management.
• Easy to Backup and Restore: Excel files allow you to easily backup and restore your data with better accessibility and flexibility.

How to Convert PDF to Excel files? Best Methods

Here are some effective methods that help to Convert pdf bank or credit card statements to excel file without any hassle. Go through each method and choose them accordingly:

Method 1. Convert PDF to Excel via Microsoft Excel

Here is how to convert PDF bank statements to Excel in a few steps using Excel itself.

1. Open your Microsoft Excel application in your system. Click on Open and tap on the Browse option.
2. Choose the PDF file and select the All file option in File type dropdown. Click Open.
3. A dialog box will open saying, “The file format and extension of “xxxx.PDF” does not match. The file could be corrupted or unsafe. Click Yes. Note: You may get grabbled texts, and the formatting will not be the same as PDF files.
4. Your PDF file will be opened. Go to File tab, click on the Save As option, and click on Browse.
5. Provide the saving location, choose the File type XLSX, and click Save.

The above steps will transform your PDF financial statements into Excel file successfully.

Drawbacks of this method:

• Requires consecutive steps.
• Chances of errors and file corruption.
• May disturb the formatting and create additional characters.

Method 2. Convert PDF to Excel via Adobe Acrobat

The Adobe Acrobat Pro application also allows you to convert PDF bank statements to Excel file. To do the same, follow the steps below:

1. Locate and open your PDF file with Adobe Acrobat Pro.
2. The PDF file will be opened. Click on the Export PDF button.
3. Tap on Spreadsheet” as the saving format and choose the Microsoft Excel Workbook (.xlsx) option.
4. Now, click Export and provide the saving location.

Your PDF file will be saved in Excel format.

Drawbacks of this method:

• Paid application is needed.
• Not applicable for bulk file conversions.

Method 3. Convert PDF to Excel using Online Tools

Alternatively, there are many online tools available with which you can convert your PDF financial statements into Excel files easily. You just need to drag and drop your PDF file there. However, choosing the reliable one is always challenging from a plethora of online converters' tools. So, get the right one and make your transition successful.

Drawbacks of this method:

• May steal your data
• May add additional watermarks and advertisements.

The above methods come with certain limitations and risks that may bother you in many ways. So, opting for a reliable and secure third-party PDF converter tool is wise for such conversions.

Which One is a Reliable Solution to Convert PDF to Excel?

The Kernel PDF converter is one such solution that helps transform your PDF financial statements into an Excel file in easy steps. In addition to converting your PDF file into an Excel file, you can also convert your PDF files into Word files, image formats, and presentation files in no time. It convert PDF to Excel while keeping the data intact with the original formatting and quality.

Other Capabilities of the tool are:

• Add and convert multiple PDF files at once, irrespective of file size.
• Convert password-protected PDF files with utmost security and precision.
• Preview the entire PDF data without losing any data effectively.
• Convert PDF files to image formats, including JPG, BMP, GIF, TIFF, etc.
• Convert PDF to DOCX, DOC, PPTX, CSV, XLS, EPUB, etc., without losing original formatting.
• Compatible with all PDF versions and Windows OS.

Last Say

We have seen the best manual solutions to convert PDF to Excel with their stepwise procedures. Also, we have analyzed the benefits of converting PDF files to Excel format effectively. In case you do not feel safe with manual methods to convert PDF bank statements to Excel file due to their drawbacks, use the recommended PDF converter tool instantly. You can also perform the conversion steps of the tool with the trial version of the tool for free. So, do it now and make your bank statements customizable & flexible for easy calculation and analysis.