Guides

Practical, no-fluff guides to getting your statement data into a spreadsheet — safely.

• How to convert a bank statement PDF to Excel (2026 guide)

  Four methods compared — copy-paste, Excel's importer, online converters and on-device tools — with the trade-offs of each.

• How to convert a bank statement without uploading it

  Why uploading statements is risky, and how to convert them entirely on your own device.

• Turn a bank statement into a CSV for QuickBooks & Xero

  Get a clean, import-ready CSV with the right columns for your accounting software.

• How to convert a credit card statement to Excel

  Why card statements differ, and how to get one clean signed Amount column for charges and payments.

• Convert a bank statement PDF to CSV for free (in your browser)

  What "free" usually costs elsewhere, and how to get a clean CSV with no upload and no signup.

• Why your bank statement won't paste into Excel (and how to fix it)

  The reason PDFs jam into one column — and three ways to get clean columns.

• Best bank statement converters in 2026 (an honest comparison)

  Cloud OCR vs Adobe vs open-source vs on-device — the trade-off each makes on accuracy, privacy and price.

• How to convert a scanned bank statement to Excel (OCR explained)

  How to tell if your PDF is scanned, why OCR misreads numbers, and the most accurate path.

• How to import bank transactions into Excel for a budget

  From statement PDF to a working monthly budget with categories and a pivot table.