Bank Statement PDF to Excel — Step by Step

Step 1 — Get the right PDF

Log into netbanking → Statements/Downloads → pick the period → download the PDF e-statement. Text-based PDFs (generated by the bank) parse perfectly. Scanned copies need OCR first (Adobe Acrobat → Enhance Scans, or upload to Google Drive as a document).

Step 2 — Convert

Open the free converter, select your bank (or Auto-Detect), type the PDF password if asked, and drop the file in. The engine detects the layout, extracts every transaction and runs a balance reconciliation check — you want to see 100%.

Step 3 — Use the Excel like a pro

• Filter by description to find UPI/NEFT/IMPS transfers instantly
• Pivot by month for spending trends; SUMIF by category for budgets
• CAs: cross-tally debits with Tally entries; the Summary sheet has opening/closing balances ready
• GST filing: filter narrations for GST payments and reverse-check with GSTR-3B

Common issues

Rows missing? The statement is probably scanned — run OCR. Wrong amounts? Select your bank manually instead of Auto-Detect. Balance check below 100%? Some rows parsed ambiguously — check the yellow duplicate marks and the description column.