How do i convert my PDF bank statement to Excel or CSV - Convert My Bank Statement

How do i convert my PDF bank statement to Excel or CSV - Convert My Bank Statement

A few months back I struggled to convert a bank statement from my bank to create a spreadsheet. The problem is that every Bank statement comes in a PDF format. The doc will lose its structure and the numbers will make a mess if you don't have a specialized converter.

There were a few solutions available in the market but there were massive issues

All the free solutions were incapable of doing everything right. The formats just never matched and even with a few tries, it just never worked completely. Even the paid ones struggled with the local structure.

So basically after a lot of tries, I had to manually input most of the important numbers.

After wasting several hours, it came to me that maybe this is a problem that's worth solving. Even if not for everyone else, at least it can make my and the lives of people around me a bit easier.

That's how Convertmybankstatement.com started!!

With Convert My Bank Statement recently I have been able to convert every bank statement I have in basically seconds. The team working behind this amazing thing is that we have tested this on a LOT OF BANK STATEMENTS!!

Here is a breakdown of how to actually use the product:

Create your profile

- Once you go into convertmybankstatement.com, you have the option to sign up into the solution

- You have the option to set up all the details to create your account

- You can also sign up with your google account here as well

Create Account in Convert My Bank Statement


Convert your Bank Statement:

  • Click on [Click here to convert a PDF] button which will redirect you to a window where you can select your PDF file
  • Select your deisred PDF file which will be automatically uploaded within the software

Click here to convert a PDF button to upload PDF Bank Statement

  • Once the full file is uploaded, you will get a button "Convert" to start the conversion process

Click "Convert" to start the conversion process of the statement

Save your converted file

  • Once you have clicked on convert, system will convert the file and give you a downloadable spreadsheet
  • You can click on the "Download" button to download your converted spreadsheet

Download your converted bank statements

  • Once you have converted multiple files, you can use "Go To Dashboard" button to see all your previous converted files as well

Dashboard for all the converted statements

The problem mostly occurs because the statements are so unique and every Bank has its structures. Given the sensitivity of the documents, there is absolutely a 0% margin of error.

I am primarily a customer of City Bank LTD so when I struggled with everyone else and found out that Convert My Bank Statement can not only solve my issues but also save all the converted files in case I need them for later, it just became very easy for me to recommend it.

The amazing thing is that for most average users like mine, you never really need to upgrade to any payment package as well. The free version does the job amazingly and there is no difference in terms of quality.

I tried this out with a whole lot of other bank statements and never really found an issue. In an odd case, if you find something, you can easily contact the team and they will get back to you instantly. You can see some of those examples here.

The smallest solutions can save a lot of time. As founders, our focus should be on automation and making our lives easier. Sometimes as simple as an issue like converting a PDF Bank Statement with 100% correction can become a huge source of pain. That's why having a small free solution like this can be a relief.

Manan gaming

Attended Islamia high School

1 年

I'm here for typing work

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Manan gaming

Attended Islamia high School

1 年

Love it

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Solving small problems can have a big impact on our productivity. Well done! ??

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Zim quadery

Student at Hajee Mohammad Danesh Science and Technology University, Dinajpur

1 年

Awesome. Read about similar idea last month on Formal Friday. The case study was about https://bankstatementconverter.com/

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Abul Kalam Faruk, CFA, FRM, CAIA

Building Verifiable AI Agents

1 年

I think more reasonable solution would be banks to offer xls of the statements to download. This is not much difficult. At this data driven world this output from banks is a must. But in terms of extracting data from statement, I am critical of online third party to recommend as this is a security vulnerability although skipable as everyday looks in Bangladesh.

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