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How can I convert PDF bank statements to a Excel or CSV file?


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0















I am just doing my UK tax return (Yes I have left it until the last minute). My bank (Nationwide) will only let me download the last 15 months of transactions as a CSV file, but will let me download any statement as a PDF.



Therefore I need to make use of PDF statements, so how do I get them into Excel?










share|improve this question














bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.











  • 1





    Hmm. Your tax return should only need the last 12 months of figures....

    – DavidPostill
    Jan 13 '17 at 19:58






  • 1





    Is the text in the PDFs selectable or are the jpg pdfs ?

    – Narzard
    Jan 13 '17 at 20:03











  • @DavidPostill, correct, but in the UK you get 8 months to file it in, hence needing to go back more then 15 months!

    – Ian Ringrose
    Jan 26 '17 at 12:39











  • @IanRingrose LOL. I'm in the UK as well. But I don't wait 8 months to file my tax return :)

    – DavidPostill
    Jan 26 '17 at 12:42











  • @DavidPostill, we had issues with MS-Money not working, as we had upgraded to windows 10. So destroying the nice system we had in place.

    – Ian Ringrose
    Jan 26 '17 at 12:45
















0















I am just doing my UK tax return (Yes I have left it until the last minute). My bank (Nationwide) will only let me download the last 15 months of transactions as a CSV file, but will let me download any statement as a PDF.



Therefore I need to make use of PDF statements, so how do I get them into Excel?










share|improve this question














bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.











  • 1





    Hmm. Your tax return should only need the last 12 months of figures....

    – DavidPostill
    Jan 13 '17 at 19:58






  • 1





    Is the text in the PDFs selectable or are the jpg pdfs ?

    – Narzard
    Jan 13 '17 at 20:03











  • @DavidPostill, correct, but in the UK you get 8 months to file it in, hence needing to go back more then 15 months!

    – Ian Ringrose
    Jan 26 '17 at 12:39











  • @IanRingrose LOL. I'm in the UK as well. But I don't wait 8 months to file my tax return :)

    – DavidPostill
    Jan 26 '17 at 12:42











  • @DavidPostill, we had issues with MS-Money not working, as we had upgraded to windows 10. So destroying the nice system we had in place.

    – Ian Ringrose
    Jan 26 '17 at 12:45














0












0








0








I am just doing my UK tax return (Yes I have left it until the last minute). My bank (Nationwide) will only let me download the last 15 months of transactions as a CSV file, but will let me download any statement as a PDF.



Therefore I need to make use of PDF statements, so how do I get them into Excel?










share|improve this question














I am just doing my UK tax return (Yes I have left it until the last minute). My bank (Nationwide) will only let me download the last 15 months of transactions as a CSV file, but will let me download any statement as a PDF.



Therefore I need to make use of PDF statements, so how do I get them into Excel?







microsoft-excel pdf csv ocr






share|improve this question













share|improve this question











share|improve this question




share|improve this question










asked Jan 13 '17 at 18:58









Ian RingroseIan Ringrose

9561929




9561929





bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.







bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.










  • 1





    Hmm. Your tax return should only need the last 12 months of figures....

    – DavidPostill
    Jan 13 '17 at 19:58






  • 1





    Is the text in the PDFs selectable or are the jpg pdfs ?

    – Narzard
    Jan 13 '17 at 20:03











  • @DavidPostill, correct, but in the UK you get 8 months to file it in, hence needing to go back more then 15 months!

    – Ian Ringrose
    Jan 26 '17 at 12:39











  • @IanRingrose LOL. I'm in the UK as well. But I don't wait 8 months to file my tax return :)

    – DavidPostill
    Jan 26 '17 at 12:42











  • @DavidPostill, we had issues with MS-Money not working, as we had upgraded to windows 10. So destroying the nice system we had in place.

    – Ian Ringrose
    Jan 26 '17 at 12:45














  • 1





    Hmm. Your tax return should only need the last 12 months of figures....

    – DavidPostill
    Jan 13 '17 at 19:58






  • 1





    Is the text in the PDFs selectable or are the jpg pdfs ?

    – Narzard
    Jan 13 '17 at 20:03











  • @DavidPostill, correct, but in the UK you get 8 months to file it in, hence needing to go back more then 15 months!

    – Ian Ringrose
    Jan 26 '17 at 12:39











  • @IanRingrose LOL. I'm in the UK as well. But I don't wait 8 months to file my tax return :)

    – DavidPostill
    Jan 26 '17 at 12:42











  • @DavidPostill, we had issues with MS-Money not working, as we had upgraded to windows 10. So destroying the nice system we had in place.

    – Ian Ringrose
    Jan 26 '17 at 12:45








1




1





Hmm. Your tax return should only need the last 12 months of figures....

– DavidPostill
Jan 13 '17 at 19:58





Hmm. Your tax return should only need the last 12 months of figures....

– DavidPostill
Jan 13 '17 at 19:58




1




1





Is the text in the PDFs selectable or are the jpg pdfs ?

– Narzard
Jan 13 '17 at 20:03





Is the text in the PDFs selectable or are the jpg pdfs ?

– Narzard
Jan 13 '17 at 20:03













@DavidPostill, correct, but in the UK you get 8 months to file it in, hence needing to go back more then 15 months!

– Ian Ringrose
Jan 26 '17 at 12:39





@DavidPostill, correct, but in the UK you get 8 months to file it in, hence needing to go back more then 15 months!

– Ian Ringrose
Jan 26 '17 at 12:39













@IanRingrose LOL. I'm in the UK as well. But I don't wait 8 months to file my tax return :)

– DavidPostill
Jan 26 '17 at 12:42





@IanRingrose LOL. I'm in the UK as well. But I don't wait 8 months to file my tax return :)

– DavidPostill
Jan 26 '17 at 12:42













@DavidPostill, we had issues with MS-Money not working, as we had upgraded to windows 10. So destroying the nice system we had in place.

– Ian Ringrose
Jan 26 '17 at 12:45





@DavidPostill, we had issues with MS-Money not working, as we had upgraded to windows 10. So destroying the nice system we had in place.

– Ian Ringrose
Jan 26 '17 at 12:45










1 Answer
1






active

oldest

votes


















0














A Google shows a few solutions.



Most of these are aimed at accountants processing statements for lots of clients and hence have charges that don’t make since for us, as we only needed to process 30 pages.



Other solutions could only cope with PDF statement that contained text within the PDF, rather than image. To check this try selecting the text, if you can’t then it is very likely that the PDF contains a image of the statement rather than then the text.



The first solution I found is statementreader and we stopped at that point as it worked for us.




  • They allow a few pages for free, then charge per page.

  • It is windows software so needs installing.

  • It is not the easiest software to install or use, so it need at least an average level of computer skills.

  • It has templates for statements from lots of banks, so you just select the correct template.

  • They will free of charge (it took them about 2 weeks to respond) create a template for your bank statement, even if you are just using the “free pages”. – (As this benefits anyone else it uses their software.)

  • It work for us, and avoided a lot of typing.






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    1 Answer
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    active

    oldest

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    1 Answer
    1






    active

    oldest

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    active

    oldest

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    active

    oldest

    votes









    0














    A Google shows a few solutions.



    Most of these are aimed at accountants processing statements for lots of clients and hence have charges that don’t make since for us, as we only needed to process 30 pages.



    Other solutions could only cope with PDF statement that contained text within the PDF, rather than image. To check this try selecting the text, if you can’t then it is very likely that the PDF contains a image of the statement rather than then the text.



    The first solution I found is statementreader and we stopped at that point as it worked for us.




    • They allow a few pages for free, then charge per page.

    • It is windows software so needs installing.

    • It is not the easiest software to install or use, so it need at least an average level of computer skills.

    • It has templates for statements from lots of banks, so you just select the correct template.

    • They will free of charge (it took them about 2 weeks to respond) create a template for your bank statement, even if you are just using the “free pages”. – (As this benefits anyone else it uses their software.)

    • It work for us, and avoided a lot of typing.






    share|improve this answer




























      0














      A Google shows a few solutions.



      Most of these are aimed at accountants processing statements for lots of clients and hence have charges that don’t make since for us, as we only needed to process 30 pages.



      Other solutions could only cope with PDF statement that contained text within the PDF, rather than image. To check this try selecting the text, if you can’t then it is very likely that the PDF contains a image of the statement rather than then the text.



      The first solution I found is statementreader and we stopped at that point as it worked for us.




      • They allow a few pages for free, then charge per page.

      • It is windows software so needs installing.

      • It is not the easiest software to install or use, so it need at least an average level of computer skills.

      • It has templates for statements from lots of banks, so you just select the correct template.

      • They will free of charge (it took them about 2 weeks to respond) create a template for your bank statement, even if you are just using the “free pages”. – (As this benefits anyone else it uses their software.)

      • It work for us, and avoided a lot of typing.






      share|improve this answer


























        0












        0








        0







        A Google shows a few solutions.



        Most of these are aimed at accountants processing statements for lots of clients and hence have charges that don’t make since for us, as we only needed to process 30 pages.



        Other solutions could only cope with PDF statement that contained text within the PDF, rather than image. To check this try selecting the text, if you can’t then it is very likely that the PDF contains a image of the statement rather than then the text.



        The first solution I found is statementreader and we stopped at that point as it worked for us.




        • They allow a few pages for free, then charge per page.

        • It is windows software so needs installing.

        • It is not the easiest software to install or use, so it need at least an average level of computer skills.

        • It has templates for statements from lots of banks, so you just select the correct template.

        • They will free of charge (it took them about 2 weeks to respond) create a template for your bank statement, even if you are just using the “free pages”. – (As this benefits anyone else it uses their software.)

        • It work for us, and avoided a lot of typing.






        share|improve this answer













        A Google shows a few solutions.



        Most of these are aimed at accountants processing statements for lots of clients and hence have charges that don’t make since for us, as we only needed to process 30 pages.



        Other solutions could only cope with PDF statement that contained text within the PDF, rather than image. To check this try selecting the text, if you can’t then it is very likely that the PDF contains a image of the statement rather than then the text.



        The first solution I found is statementreader and we stopped at that point as it worked for us.




        • They allow a few pages for free, then charge per page.

        • It is windows software so needs installing.

        • It is not the easiest software to install or use, so it need at least an average level of computer skills.

        • It has templates for statements from lots of banks, so you just select the correct template.

        • They will free of charge (it took them about 2 weeks to respond) create a template for your bank statement, even if you are just using the “free pages”. – (As this benefits anyone else it uses their software.)

        • It work for us, and avoided a lot of typing.







        share|improve this answer












        share|improve this answer



        share|improve this answer










        answered Jan 26 '17 at 12:51









        Ian RingroseIan Ringrose

        9561929




        9561929






























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