PDF to Excel Bank Statements FAQ

Upload your PDF bank statement using our converter tool above. The system will automatically extract transaction data and convert it to Excel format within seconds. You can then download the Excel file immediately.

Input: PDF files only (up to 50MB). Output: Excel (.xlsx), CSV, and JSON formats. We recommend Excel for most users as it provides the best formatting and functionality.

Yes, the maximum file size is 50MB per PDF. Most bank statements are well under this limit. If your file is larger, try splitting it into smaller sections or contact support for assistance.

Most conversions complete within 10-30 seconds depending on the file size and complexity. Larger statements with many transactions may take up to 2 minutes.

Yes, absolutely. We use bank-grade encryption for all file transfers. Your original PDF and converted data are automatically deleted from our servers after processing. We never store or access your financial information.

No, we do not store any files or financial data. All processing happens in real-time, and files are immediately deleted after conversion. This ensures complete privacy and security of your sensitive financial information.

No, all conversions are completely private. Each user session is isolated, and no data is shared between users or stored for future access. Your financial information remains confidential throughout the process.

Simply close the browser or upload a new file. The incorrectly uploaded file is automatically deleted from our servers. No financial data is retained or accessible after your session ends.

Our conversion accuracy rate is 99.9% for standard bank statement formats. The AI-powered system is trained on thousands of bank statement layouts and continuously improves accuracy over time.

While rare, this can happen with unusual PDF formats. You can manually add missing transactions in Excel or re-upload the PDF. If problems persist, contact support with your specific bank format for assistance.

Yes, our system automatically detects and formats dates and amounts according to standard conventions. Dates typically convert to MM/DD/YYYY format, and amounts are formatted as numbers for easy calculation.

Compare the beginning and ending balances between the PDF and Excel file. Spot-check a few random transactions. Most users find the conversion is 100% accurate, but verification is always recommended for financial data.

Our converter works with statements from all major banks including Chase, Bank of America, Wells Fargo, Citibank, Capital One, and over 1000+ financial institutions worldwide. The system adapts to different statement formats automatically.

Yes! Credit card statements from major issuers convert just as well as bank statements. The system recognizes purchases, payments, fees, and other credit card transactions accurately.

Yes, we support international banks and multiple currencies. The system handles different date formats, currency symbols, and international banking conventions. Non-English statements are also supported.

Most likely yes. Our AI system is trained on thousands of unique bank formats. If you encounter issues, contact support with a sample statement (redacted) and we can optimize for your bank's specific format.

Yes! Basic conversion is completely free with no account required. You can convert up to 1 statement every 24 hours. Premium plans offer unlimited conversions and advanced features for frequent users.

Free users can convert 1 bank statement every 24 hours, with up to 5 pages per statement. This is perfect for personal use. Business users typically upgrade to premium for unlimited access.

Premium plans include unlimited conversions, larger file support (up to 50MB), priority processing, batch conversion, API access, and premium customer support. Plans start at $49/month.

Batch conversion is available for premium users. Free users need to convert statements one at a time. Each conversion is fast (10-30 seconds), so processing multiple statements is still quick.

First, ensure your PDF is not password-protected and under 50MB. Try downloading a fresh copy from your bank's website. If problems persist, the PDF might be image-based rather than text-based.

This usually indicates the PDF contains scanned images rather than selectable text. Download the PDF directly from your bank's online portal rather than using a printed/scanned copy.

This can happen with complex statement layouts. You can easily fix this in Excel using cut/paste or Excel's data cleaning tools. Most bank formats convert perfectly without manual adjustment.

Conversions typically complete in 30 seconds. If it takes longer than 2 minutes, refresh the page and try again. Large files or complex layouts may require additional processing time.

In QuickBooks, go to Banking → Upload from file → Browse and select your Excel file. Map the columns (Date, Description, Amount) to QuickBooks fields. Review and import the transactions.

Absolutely! The Excel format is perfect for creating pivot tables, charts, and financial analysis. You can categorize expenses, track trends, and create professional financial reports.

Add a new column called "Category" and assign categories like "Groceries," "Gas," "Rent," etc. You can then use Excel's SUMIF function to total expenses by category.

Common formulas include: SUMIF (total by category), COUNTIF (count transactions), VLOOKUP (match merchant names), and pivot tables for comprehensive analysis. The converted data works with all Excel functions.