How to convert a PDF to Excel

  1. Open the PDF, such as a bank statement, invoice or report.
  2. Remove any pages you don't need.
  3. Press Export Excel file. Each page goes on its own sheet, or untick that for one sheet.

Questions

Will my bank statement come out as a proper table?

Usually, yes. Columns are found from how the text lines up, and amounts like £1,234.50, (12.00) and 15% become real numbers you can add up. Always check the totals against the PDF.

What about text that isn't in a table?

It goes in column A, so nothing is lost.

Does it work with scanned PDFs?

Not yet. Scans are pictures of text and need text recognition (OCR), which is coming soon.

Is my statement uploaded?

No. The PDF is read in your browser and never leaves your device, which matters for bank statements and payslips.

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