How to Edit Bank Statement? (Step by Step)

Do you want to highlight information about a transaction or want to hide the information of a specific part in the bank statement? For all these use cases, you must know how to edit a bank statement since it is a confidential document, and you cannot take any risks here.

In this article, we will share the best way anyone can edit their bank statement: to edit text, add protection, or highlight some part of the text in the file.

Part 1.  Edit Bank Statement PDF on Windows, Mac, Android and iOS Using UPDF

You may modify your bank statements using UPDF, a PDF editing program that is accessible on the Windows, Mac, iOS, and Android operating systems. In order to alter a bank statement, it provides PDF annotating, PDF form, and editing functions. After you create a bank statement, it may be customized by changing the graphics, text, signatures, and other elements using UPDF's editing capabilities.

However, in order to access all of these UPDF capabilities, you must first download the program on your device.

After that, you may do the following actions:

1. Open UPDF and open PDF document in it

Open UPDF software on your device and click the "Open File" button. After clicking this button, you can select the PDF file from the files available on your device. Once the PDF opens, you can use UPDF's editing features to edit it.

2. Click Comment and Double-Click Text Field to Make It Editable

Using the "Comment" button in "Tools" , double-click any text field to make it editable in the PDF document. When you see that the text is editable, you may modify the font, size, and style of the text, add or delete text without affecting the rest of the page, and more.

3. Click Comment and Choose Annotation Tools

If you want to annotate a bank statement by adding pencil drawings, text box comments, or highlighting text in the PDF, click on the "Comment" option and select the tool you need.

Additionally, you can add a signature to the bank statement using the Signing tool. Create a signature with the keyboard, mouse, or import a signature image, then place it in the signature field.

Also Read: How to Sign a PDF Document >>

4. Click Edit to Change Existing Texts

UPDF allows you to edit all elements within a bank statement PDF, including existing text. Whether you need to delete, modify existing text, or add new text in the bank statement, UPDF can handle it all.

To start, navigate to Tools option at top right corner of your interface. Now, choose the Edit option > Insert & Edit Text from the provided options. 

Now, select the text with the cursor, and a purple border will appear. Upon selecting the text, a toolbar will appear, allowing you to perform tasks including changing text color, font, alignment, bold, italic, and underline.

By pressing the Three Dots icon from the floating toolbar, you can reveal further editing options as shown in the screenshot below:

5. Use Save As for Saving Changes to A New File

After making all the edits, click "Save as..." to save all your changes into a new PDF file without disturbing the new one. Or use "Save" to save all changes in the original file.

Why Recommend Using UPDF?

Although numerous online tools can be used without installing anything, UPDF is still our top recommendation. Here are the reasons.

• You don't have to submit your statement somewhere else since it is offline, which is ideal for privacy and security.
• When editing a statement with UPDF, the rest of the document stays untouched, so there are no formatting or data integrity issues.
• UPDF ensures to maintain the same font, size, and style so that you don't have to manually set things when editing text.
• You get UPDF Cloud with it, which can synchronize your progress across all devices and organize your PDF documents securely.

Hence, it is clear how UPDF improves your experience of working with PDF documents with its reliability and performance. So, you can download it and try it for free or purchase the UPDF Pro version to unlock all the premium features available.

If you want to learn more about UPDF, please watch the video below:

Conclusion

Do you need to edit the bank statement? It could be for hiding some information before sharing it or making some part of the statement highlighted for multiple reasons. No matter what your use case is, it is crucial to know the right method for editing a bank statement since it is a sensitive document. With the methods discussed here, you can easily edit anything in the bank statement.

If you want the best experience of editing bank statements, you must go for UPDF since it allows you to conveniently and professionally edit PDF documents without changing formatting or data integrity. Download UPDF on your devices and try it to see how easy it is to edit bank statements with UPDF.