How to Convert Bank Statement Text to Excel (3 Easy Methods)

Method 1 – Convert Bank Statement Text from PDF to Excel

In this case, we have a bank statement for June’22 in PDF format. We’ll convert this bank statement into an Excel spreadsheet.

Steps

• Open a new workbook.
• Go to the Data tab.
• Click on the Get Data drop-down on the Get & Transform Data group.
• Go to the From File sub-menu.
• Choose From PDF from the available options.

• The Import Data window will open up.
• Select the file path where the PDF file is stored.
• Choose the file. Here, we’ve selected Bank Statement-June.
• Click on the Open button.

• The Navigator window opens.
• Check the box for Select multiple items.
• Check three boxes containing tables (Table001, Table002, and Table003).
• Click the Load button.

• Excel will go to the Queries & Connections task pane. It’ll be available on the right of your display.
• Right-click on Table001 (Page 1).
• Click on Load To from the context menu.

• The Import Data dialog box opens.
• Choose Table in the Select how you want to view this data in your workbook option.
• Select Existing worksheet and B4 cell as the output destination in the Where do you want to put the data? option.

• Import Table002 in the same worksheet. Change the output destination.

• Import Table003 in the same way.
• The data should look as shown in the below image. You can edit the bank statement in Excel.

• The data is in a Table format now.
• Select any cell on the table. We selected cell B4.
• The Table Design tab appears.
• Select the Convert to Range tool on the Tools group.

• A Microsoft Excel warning box appears. Click OK on the box.

• The table has been transformed into a regular range.

• Select the whole dataset.
• Move to the Home tab.
• Select the Fill Color drop-down.
• Choose No Fill to apply to the entire dataset.

• The statement looks like the image below.

• Give a suitable title to the dataset. We have chosen Converted Bank Statement in Excel from PDF.
• Apply formatting like borders and filling cells with colors. Our bank statement gets the right outlook to be an Excel sheet.

Read More: How to Convert Credit Card Statement to Excel

Method 2 – Convert Bank Statement Text from CSV File to Excel

We have a bank statement for January’22 in CSV file format.

Steps

• Select cell B4.
• Go to the Data tab.
• Select From Text/CSV in the Get & Transform Data group.

• The Import Data window opens.
• Find the file.
• Click on the Import button.

• A preview window opens.
• Set the Comma as the Delimiter.
• You can see the data preview in the window.
• Select the Load button.

• We selected cell B4, but the imported data occupies the sheet from the top left portion.

• Select cell A1.
• Go to the Table Design tab.
• Select the Convert to Range tool in the Tools group.

• Click OK on the warning box.

• Delete the first 3 rows.
• Select cell A2 and give a suitable title to the dataset.

• Remove all the borders and fill colors from the worksheet.

• Apply your own formatting.

Method 3 – Convert Bank Statement Text from Text File to Excel

Here’s a bank statement for January’22 in text file format.

Steps

• Select cell B4.
• Go to the Data tab.
• Select From Text/CSV in the Get & Transform Data group.

• The Import Data window opens.
• Choose the right file directory.
• Select the file from the list. We chose Bank Statement Text.
• Click on the Import button.

• A preview window opens.
• Set Tab as the Delimiter.
• You can see the data preview window.
• Select the Load button.

• The imported data table looks like the one below.

• Convert the table into a simple data range and give it a title.

• Remove the unnecessary rows and strip all formatting.

• Apply formatting how you like it.

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