Why statements arrive as PDF
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Banks export PDF for consistency — fonts, logos, and page breaks stay fixed. That helps printing but blocks sorting in Excel. PDF to Excel detects table grids and writes rows you can filter by date or amount.
Scanned vs digital statements
Digital PDFs with selectable text convert fastest. Phone photos of paper statements need Advanced OCR so column lines survive. Preview the first page while the job runs if your file is 10+ pages.
One sheet per table or merged
Multi-account exports often include separate tables per card or currency. Use multi-sheet layout to keep each table on its own tab, or merge when you want one ledger for pivot tables.
Reconcile and archive
After export, spot-check totals against the PDF footer. Archive the original with Protect PDF if it contains account numbers. Guide: how to convert PDF to Excel.