1
Upload the bank statement PDF
Start from the conversion screen and choose the bank statement file you want to process.
Bank statement PDF to Excel
Convert bank statement PDFs to Excel
Upload a bank statement PDF, review extracted transactions, and export a clean Excel workbook with transaction and summary sheets.
See the full flow
From bank statement PDF to exported file
Watch the bank statement workflow: upload the PDF, select pages, review extracted transactions, confirm reconciliation, and export the result.
2
Select the pages to process
PDFin shows a preview of the statement pages so you can process only the relevant bank statement pages.
3
Review extracted transactions
The workspace keeps the original PDF beside the extracted transaction table, so each row can be checked and edited.
4
Confirm the reconciliation
PDFin compares opening balance, total credits, total debits, and calculated balance against the PDF closing balance.
5
Choose the export format
Use the export dialog to download the reviewed bank statement as Excel or CSV.
6
Open the Excel workbook
The Excel export includes a clean Transactions sheet plus a Summary sheet with balances, totals, reconciliation status, and included transaction count.
What PDFin exports
A workbook built for review
PDFin creates a structured workbook with a Transactions sheet and a Summary sheet for balance review.
Date
Description
Amount
Currency
Debit
Credit
Balance
Summary sheet
The Excel export keeps the reconciliation visible
For bank statements, PDFin writes the reconciliation into a separate Summary sheet so the exported workbook keeps the transaction table clean.
Opening balanceEUR 385.00
Total creditsEUR 412.67
Total debitsEUR 412.67
Net movementEUR 0.00
Calculated closing balanceEUR 385.00
Closing balance from PDFEUR 385.00
StatusReconciled
Why it helps
Best for review, reconciliation, and sharing a readable workbook.
Use PDFin when you need structured transaction data without manual typing, copy-paste cleanup, or rebuilding a table from a PDF.
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Transactions sheet with clean columns
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Summary sheet with opening balance, credits, debits, and closing balance
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Editable transaction review before export
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No manual copy and paste from the PDF
FAQ
Questions about this export
A quick look at what this format includes and when to use it.
Does the Excel include a reconciliation summary?
Yes. For bank statements, PDFin compares opening balance plus credits minus debits against the closing balance detected in the PDF.
Can I review transactions before exporting?
Yes. You can review extracted rows, edit cells, add a missing transaction, or exclude rows before downloading the file.
What sheets are included?
The workbook includes a Transactions sheet and a Summary sheet. The Summary sheet is not included in CSV exports.
Ready to convert a bank statement PDF?
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