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.
Step 01: Convert PDF File to Excel to Edit Bank Statement in Excel
We will first try to convert the PDF file below.
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.
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.
- 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.
- 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.
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.
- 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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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.
Thirdly, go to Save As and click it.
Fourthly, choose PDF from the Save option at the top-right corner by clicking the drop-down button.
Finally, choose a particular location to keep it by selecting Browse button.
Thanks
Regards
ExcelDemy