How to Edit Bank Statement in Excel (with Easy Steps)

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If you are looking for how to edit bank statements in Excel, then you are in the right place. In our practical life, we often need to collect bank statements from banks, or if we are a banker, we then need to prepare bank statements from time to time for the customers. Excel has made it easy to edit a bank statement. In this article, we’ll try to discuss how to edit bank statements in Excel.


What Is a Bank Statement?

Firstly, we need to know what a bank statement is. A bank statement is a summary of all the transactions that took place over a certain time period and is issued by the financial institution. In other terms, a bank statement includes details such as account information, contact information, the statement period, a summary of account activity, a transaction history, etc.


How to Edit Bank Statement in Excel: with Easy Steps

Bank statements given by the banks are usually in PDF format. If a banker or an arbitrary person needs to edit it in Excel, he must first need to convert bank statement text to Excel. And then he will be able to edit it. To show this, firstly, we’ll work with the PDF file of an arbitrary bank statement given below.

how to edit bank statement in excel


Step 01: Convert PDF File to Excel to Edit Bank Statement in Excel

We will first try to convert the PDF file below.

Convert PDF File to Excel

There are some PDF converter tools and software. You can use any of them. Some of the tools are iLovePDF, LightPDF, etc. Here we’ll show you the ways to convert using iLovePDF tool.

  • Firstly, go to the website of iLovePDF.
  • Secondly, select PDF to Excel.

Convert PDF File to Excel to edit bank statement in excel

Disclaimer: We’re not promoting any PDF converter tools. Rather, you can convert PDF to Excel without software.

  • Thirdly, click Select PDF.

  • Fourthly, choose the PDF file from the specific location of the PC and click Open.

  • Fifthly, select Convert to Excel.

Convert PDF File to Excel to edit bank statement in excel

  • Eventually, the PDF file is converted to an Excel file.
  • Importantly, it is now editable.

Now, we can edit distinct parts of a bank statement in Excel.

Read More: How to Convert Credit Card Statement to Excel


Step 02: Editing Bank Statement to Organize According to Date of Transaction

Here, we’ll try to show you how to organize bank statements in Excel. Bank statements are prepared with data like Account Information, Statement Period, Account Activity Summary, Transaction History, etc. The bankers decorate the Transaction History with the Date of the Transaction, Details, Deposit, Withdrawal, Balance, etc. We can edit the statement by organizing the transactions according to date. We’ll work here with the following Excel file of the bank statement.

Editing Bank Statement to Organize According to Date of Transaction

  • Firstly, select the cells B16:E21.
  • Secondly, go to Data > choose Sort. A window named Sort will appear.
  • Thirdly, click the Sort by arrow > choose Date > click OK.

Editing Bank Statement to Organize According to Date of Transaction

Consequently, we’ll see that the transactions are sorted according to the date in the picture below.


Step 03: Edit Bank Statement in Excel by Showing Deposits First Organized According to Date of Transaction

At this moment, we edit the bank statement by showing deposits first organized according to the date of the transaction.

  • Firstly, select the cells B16:E21.
  • Secondly, go to Data > choose Sort. Similarly, as before, a window named Sort will appear.
  • Thirdly, click on the drop-down options in the Sort by box and choose
  • Fourthly, click OK.

Editing Bank Statement by Showing Deposits First Organized According to Date of Transaction

  • Again, go to Sort by window, or we can work in the same Sort by window without clicking OK in the previous step.
  • Fifthly, select Smallest to Largest in the Order box and Date in the Then by
  • Sixth, click OK.

Additionally, if the second level is not available, then click on the Add Level button to add a level and work on that.

Consequently, we have edited our bank statement by showing Deposits first organized according to the Date of Transaction like this.


Things to Remember

In the case of sorting, we should avoid selecting cells that have formulas.


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Conclusion

We can edit bank statements in Excel efficiently if we study this article properly. Feel free to ask any queries in the comment section below.


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Shajratul Alam Towhid
Shajratul Alam Towhid

Md Shajratul Alam Towhid, a BSc graduate in Naval Architecture & Engineering from Bangladesh University of Engineering and Technology, holds a pivotal role as an Excel & VBA Content Developer at ExcelDemy. Fueled by a deep passion for research and innovation, he actively engages with Excel. In his capacity, Towhid not only adeptly tackles complex challenges but also exhibits enthusiasm and expertise in gracefully navigating tough situations, emphasizing his unwavering commitment to consistently delivering exceptional, high-quality content that... Read Full Bio

2 Comments
  1. you tell us how to edit it in excel then that all i need to know how to convert it back to it original state

    • Hello Gerald,
      Do you need to know the conversion from Excel to PDF? Right? Because the original bank statement was in PDF format. So, here you can follow the steps below to convert your Excel file back to PDF file.
      Firstly, you need to open your Excel file.
      Secondly, click the File button at the top-left corner of the Excel file.

      edit bank statement, converting Excel into PDF

      Thirdly, go to Save As and click it.

      edit bank statement, conversion

      Fourthly, choose PDF from the Save option at the top-right corner by clicking the drop-down button.

      conversion from Excel to PDF

      Finally, choose a particular location to keep it by selecting Browse button.

      conversion from Excel to PDF

      Thanks
      Regards
      ExcelDemy

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