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2024 | 4 Best Ways to Convert Bank Statement PDF to Excel

Melissa Lee updated on Mar 19, 2024 | Home > PDF Converter Tutorials | min read

Bank Statements and other financial statements can be considered the essential part of one's life. They're important in your business if you want to borrow money. When copying the data from a PDF Bank Statement, you will find it's a tough task. 

Converting the PDF statements to Excel format is an efficient and easy solution for people who have a PDF converter. It can effortlessly extract the data from .xls or .xlsx files and then you can edit the data freely. To know how to convert the Bank Statement PDF to Excel, this post provides you with four effective methods.

convert bank statement pdf to excel

A quick solution on how to convert Bank Statement PDF to Excel:

  • Step 1. Download and install EaseUS PDF Converter. Import the PDF with Bank Statement by clicking the "Open Files...". 
  • Step 2. From the top toolbar, you need to click "Convert". Start the PDF to spreadsheet conversion. 
  • Step 3. Once done, view the converted Excel on your ... More details >>>

Choose one of the below methods to convert it to Excel:

Convert Bank Statement to Excel with EaseUS PDF Editor

To convert the Bank Statements to Excel, such as .xls or xlsx, there is a wonderful PDF converting software on Windows. EaseUS PDF Editor is designed for converting PDFs comprehensively.

This versatile software supports frequently-used image and documental formats, including PDF, JPG, Word, PowerPoint, Excel, etc. That is why it can convert PDF to those formats and create PDF from those formats. After conversion, you can view the information in Excel easily. This method helps you save a lot of time! 

Main Features:

Don't hesitate to click the following button to download it. Start converting Bank Statement PDF!

Steps to Convert Bank Statement in PDF format to Excel on Windows 10:

Step 1. Launch EaseUS PDF Editor and click "Convert from PDF". Then, import the PDF file that you want to convert. If the PDF is password secured, you need to enter the password to unlock it first.

Click Convert form PDF

Step 2. Choose the "Output format" and "Output folder". You can choose to convert the PDF to Word, Excel, PPT, HTML, PNG, etc. Then, click "Convert" to start converting. You may also click "Add file(s)" to import more PDF files.

Choose Output Format and Folder

Step 3. Then, wait for conversion. When the file is converted, you will see the exported file in the next window.

Convert Bank Statement PDF to Excel File via EaseUS PDF Online

To avoid the hassle of installing software on your computer, try online services like Online PDF to Excel Converter. It provides you with a reliable and convenient way to convert PDF files to documental formats like Excel, PowerPoint, Word, and JPG images. Only in a few steps can you get a spreadsheet file with original information from the Bank Statement. 

You can import the PDF from your computer and then convert it to Excel format. The bank account, details for transactions, and other bank information will all be listed a new Excel fully. 

Here is a list of steps on converting Bank Statements in PDF format to Excel:

Step 1. Open EaseUS PDF Online with your browser. From the top toolbar, you click "Convert" > "PDF to Excel". 

Step 2. On the web page for PDF to Excel conversion, hit "Choose File" and import the target Bank Statement in PDF format. Wait for a while, and click "Download File" to save the Excel file to your computer. 

pdf to excel online

Step 3. Now, you see an Excel file with a list of your Bank Statement information like account number, date, etc. 

convert bank statement to pdf

Convert Bank Statement PDF to Excel with Soda PDF

The desktop PDF converting software is powerful and provides you with kinds of tools to work with PDFs, but some people still want to find a more convenient way to convert the Bank Statement PDF into an Excel document. 

Soda PDF is also an excellent choice as it is very user-friendly. The clean and concise user interface helps the conversion quickly. You only need to upload a PDF Bank Statement to it, and a few seconds later, download a converted file in xlsx.

soda pdf to excel

Convert a PDF Bank Statement to Excel, using this online service:

Step 1. Click "CHOOSE FILE" to upload the Bank Statement you want to convert.

Step 2. Wait for the converting process. It will last for a few seconds. 

Step 3. Click "DOWNLOAD FILE" to save the converted XLSX file to your computer. 

Read also: How to convert PDF to PDF/A

Convert Bank Statement PDF to Excel with Zamzar

Zamzar is also a great online tool that enables you to complete the PDF to Excel conversion in 3 steps. But there are still some subtle differences between those two online editors.  For example, when uploading the Bank Statement to it, you can choose the target format freely. It offers you two optional formats for spreadsheet files, including .xls and .xlsx. 

zamzar pdf to excel

How to Convert a PDF Bank Statement to Excel:

Step 1. Open the website of Zamzar, and select "PDF to XLS". 

Step 2. Click "Add Files..." to upload the Bank Statement PDF that needs to convert to Excel. Or you can drag the PDF into it.

Step 3. Choose the target format. To convert the Bank Statement to Excel, you can choose .xls or .xlsx as the format.

Step 4. Click "Convert Now" to start the conversion. When the work is done, hit "Download" and save the Excel.


For many reasons, you may want to convert the Bank Statement PDF to Excel to extract the data easily. A competent PDF to Excel converter is necessary, and that is why this post mentions those converters you can choose from. If you want to find some easy-to-use online converting tools, EaseUS PDF Online is suitable. And if you need a PDF editor with comprehensive functions on Windows PC, EaseUS PDF Editor is what you need!

About the Author

author Melissa Lee

Melissa Lee

Melissa is a sophisticated editor for EaseUS in tech blog writing. She is proficient in writing articles related to screen recording, voice changing, and PDF file editing. She also wrote blogs about data recovery, disk partitioning, and data backup, etc.

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