[Full Guide] How to Convert PDF Bank Statements to CSV/Excel

Bank statements offer a quick snapshot of financial transactions. However, they provide limited usability in the PDF format. Users prefer to convert them to Excel for better analysis, expense tracking, and budgeting. But the next question is how to convert PDF bank statements to Excel or CSV.

You need a reliable PDF converter that can change the format from PDF to CSV or XLSX without data loss. In this guide, we will discuss the step-by-step process to convert PDF to CSV bank statement using UPDF – the 2025 leading PDF converter.

Part 1. Can I Convert a Bank Statement to CSV/Excel?

Yes, you can easily convert a bank statement to CSV/Excel. All you need is to use a PDF converter that can convert PDF to Excel with high accuracy and reliability. That's where UPDF steps in.

UPDF is a powerful PDF conversion tool that can convert PDFs to CSV/Excel instantly and effortlessly. It provides a click-based interface to perform the conversion from PDF to other formats, including Excel (.xlsx) or CSV. It ensures high-quality conversions while preserving the data integrity.

Hit the download button below to install UPDF and try its PDF to Excel conversion for free.

Some of the key benefits of UPDF to convert PDF bank statement to Excel include:

1. Convert single or multiple bank statements simultaneously.
2. Convert the entire PDF or specific pages.
3. Secure and offline conversion with 100% data privacy.
4. Complete data integrity with no data loss.
5. Perform OCR scan to convert scanned PDFs to Excel.
6. Intuitive user interface with fast processing speed.
7. Compatible with Windows, macOS, iOS, and Android.

Overall, UPDF is your go-to solution to have bank statement convert PDF to Excel with high accuracy.

Since the purpose of converting bank statements to Excel is usually to perform better analysis, data extraction, and budgeting, why not get all that directly from PDF?

UPDF has a built-in AI assistant that can assist in all types of analysis or data extraction you want to do with the bank statement. It provides an AI chat box where you can enter the prompt on what you want, such as "From this bank statement, categorize my expenses into groceries, loan payments, entertainment, and other categories".

With UPDF AI, you can:

• Perform data analysis without converting to CSV.
• Track financial trends for budgeting.
• Extract data and create reports automatically.
• Organize transaction history for future reference.

The best part is that UPDF AI is also accessible on the web, so you can perform the required analysis and data extraction directly from your browser without installing any app.

Give UPDF AI a try by downloading the UPDF app and test its AI-powered analysis yourself.

Part 2. How to Convert a Bank Statement to CSV

Now that we know UPDF is the best tool to convert PDF to CSV bank statement, let's discuss the step-by-step process you need to follow:

Method 1. Convert a Single Bank Statement to Excel

Step 1. Download and install UPDF on your computer (Windows/Mac). Launch the tool and click "Open File" to open the PDF bank statement to convert.

Step 2. Click the "Export PDF" option from the right panel and select "CSV" as the conversion file format. You can also choose "Excel" and set the output format as .xlsx.

Step 3. Select the page range to convert and click the "Export" button. Lastly, choose the folder where you want to save the converted CSV file.

Once done, UPDF will convert PDF to CSV bank statement instantly.

Method 2. Convert Multiple Bank Statements to Excel

Step 1. Launch UPDF and click "Batch PDFs" from the home screen.

Step 2. Select the "Convert" option.

Step 3. Click "Add Files" and select all the PDF bank statements you want to convert. You can also drag and drop them onto the dashboard. In this step, you can reorder the added bank statement by dragging them.

Step 4. Once all files are added, select the Output Format as "Excel" or "CSV" and click "Apply".

UPDF will convert all the bank statements to CSV files and store them as separate files in your preferred folder.

Feel impressed with the click-based, instant conversion process of UPDF? Download UPDF and get your bank statements in CSV/Excel format right away.

Part 3. How to Work with Bank Statement Data Without Converting to CSV

As mentioned earlier, you can now directly analyze your bank statements in PDF format using the built-in AI assistant. UPDF AI offers a powerful chatbot that can assist you in all sorts of work related to bank statements.

Also Read: Bank Statement Analyzer >>

Follow the below steps to analyze the bank statement using UPDF AI:

Step 1. Open the bank statement with UPDF. Click the "UPDF AI" icon from the bottom right panel and tap "Get Started" to let AI analyze the bank statement.

Step 2. Use the chat box to ask questions about the bank statement. For example, you can use prompts like:

• "Categorize expenses into food, utilities, rent, and entertainment."
• "Find any recurring transactions in this statement."
• "Break down my expenses by merchant name and category in this statement".
• "Calculate the average monthly spending on groceries."

Similarly, if you want to extract data and create reports, you can use the prompt like:

• "Generate a report summarizing all transactions by category."
• "Create a summary of all deposits made in the last three months."

You can also ask AI for insights and recommendations, such as:

• "Suggest areas where I can cut expenses based on this statement."
• "Analyze spending habits and suggest a savings plan."

In short, you have endless ways to analyze your bank statement using UPDF AI assistant. All you need is to provide clear prompts to let the AI perform the required analysis efficiently.

Amazed by UPDF AI analysis capabilities? Download UPDF or try UPDF AI Online and test it with a free trial.

Conclusion

How to convert PDF bank statements to Excel is a popular search, especially when users have to analyze the bank statement thoroughly. Above we have discussed how UPDF offers an intuitive way to do the conversion. However, we have also seen UPDF AI a handy AI assistant to analyze the bank statement directly from PDF. Therefore, the wrap-up of this guide is to install UPDF and use either its conversion or AI assistant feature to get the work done effortlessly.