PRACTICAL GUIDES
Working from bank statement PDFs
A spreadsheet can make statement transactions easier to review. It cannot replace the original document or finish your bookkeeping. Start with the question that matches the file in front of you.
When the bank only gives you a PDF
Check for a transaction export first, then decide whether a statement converter fits the file you have.
Read guide →How to review a converted Excel file
A short checklist for checking transaction rows against the original statement before bookkeeping.
Read guide →Catch-up bookkeeping with PDF statements
Organize missing months, prepare transaction rows, and keep reconciliation as a separate step.
Read guide →Want to see what the output actually looks like? Compare a fictional scanned statement with its Excel file.