How to convert a bank statement PDF to Excel

For ITR, a loan file, rent records or household accounts, you often need your bank statement as a spreadsheet. Typing it in by hand takes an hour and one wrong digit spoils the totals.

Convert my bank statement

Steps

Download the statement from your net banking or bank app as a PDF for the months you need.
Open Bank statement to Excel and drop the PDF.
If the statement has a password, type it. Banks usually tell you the password format in the e-mail or on the download page; it is often based on your name, date of birth or customer ID.
Check the preview: date, description, reference, debit, credit and balance columns.
Download as Excel or CSV.

PatraPDF adds up every row and compares it with the running balance, so a misread number is flagged instead of quietly spoiling your totals.

Tips for a clean result

Use the original PDF from the bank, not a scan, a photo or a print-to-PDF of a web page. A real PDF has the text inside it, which is read exactly.
One statement per account works best. Convert accounts separately and combine them in Excel later.
If a row is flagged, check that line in the PDF; it is usually a wrapped description or a page break.

Useful things to do in Excel afterwards

Totals: use SUM on the Debit and Credit columns for the year.
Interest for ITR: filter the Description column for "INT" or "Interest" to list interest credits.
Group spending: add a "Category" column (rent, groceries, EMI) and use a Pivot Table.

Questions

Which banks work?

Statements downloaded as PDFs from net banking, in the usual table layout with date, description, debit, credit and balance. Most Indian banks use this layout.

Can it read a scanned or photographed statement?

A real PDF from the bank is read exactly. Scans and photos have no text inside them, so the result is less reliable; download the PDF from net banking if you can.

Is my statement safe?

It is read in your browser and stays on your device. Nothing is sent to PatraPDF's server for this tool.