How do I convert a bank statement PDF to Excel?

Upload your PDF to StatementVision ($2.99) and download the Excel export. You'll get a comprehensive 5-sheet workbook with transactions, spending categories, merchant summaries, daily totals, and recurring charges — far beyond what basic converters provide.

What sheets are included in the Excel export?

The 5-sheet workbook includes: (1) All Transactions with dates, descriptions, amounts, and categories; (2) Category Summary with totals per spending category; (3) Merchant Summary with top merchants; (4) Daily Totals with daily spending/income; (5) Recurring Charges with detected subscriptions.

Can I use the Excel export for pivot tables?

Yes. The transaction sheet is formatted as structured data with consistent headers, making it perfect for Excel pivot tables. Create spending breakdowns by category, merchant, date range, or any other dimension.

Bank Statement to Microsoft Excel

Convert any bank statement PDF into a comprehensive Excel workbook. StatementVision creates a 5-sheet workbook with transactions, categories, merchant analysis, and daily patterns.

How to Import Bank Statements into Microsoft Excel

Upload your bank statement PDF to StatementVision

AI extracts and categorizes every transaction

Download the 5-sheet Excel workbook directly

Open in Excel to find transactions, categories, merchants, and daily totals

Use the structured data for analysis, reporting, or further processing

Why Use StatementVision with Microsoft Excel

5-sheet workbook with far more detail than basic CSV conversion
Separate sheets for transactions, categories, merchants, and daily patterns
Pre-formatted with headers, data types, and column widths
Ready for pivot tables, charts, and advanced Excel analysis
Works with Excel Desktop, Excel Online, and Excel for Mac

Frequently Asked Questions

Ready to Import into Microsoft Excel?

Convert your bank statement PDF in minutes. No account needed.

Upload & Pay — $2.99

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