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PDF to Excel

PDF to Excel® Conversion

Need to update your records and the only source is a PDF file?  Entering transactions manually is a time consuming alternative.  But there are ways to convert PDF data automatically. Use the following steps to convert PDF to Xero for statements like this one:

Original PDF Statement

Step 1: Identify your PDF type

Every PDF is either text based or image based, depending on how the file was created. If you are able to highlight the words and/or data using your cursor, then the PDF is text based. If your cursor grabs the entire document or makes boxes, then you are working with an image-based PDF. Hint: To run this test in Adobe Acrobat®, use the Diagonal Up Arrow icon.

Text vs. Image PDF's

Step 2: Extract PDF data

Depending on whether you have a-text based PDF or an image-based PDF, you have different options to extract data to Microsoft Excel.

For a text-based PDF:

Recommended Option: Convert your PDF to CSV and import into Excel

MoneyThumb offers a PDF to CSV Converter specifically designed for financial statements that provides the most accurate results.

PDF Statement transactions to be converted

pdf2csv Convert extracts only financial transactions.  It will automatically discard all the extra headers, footers, summaries, ads, and other extraneous information in the PDF Statement, and create an CSV file of your transactions for input into Excel.

For an image-based PDF:

To import data from your image-based PDF, MoneyThumb's pdf2csv Convert+ will read your image-based pdf using optical character recognition technology specialized for bank statements.

Step 3: Import the Transactions into Excel

Simply open your csv file with Excel.

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