Bank Statement
PDF to Excel Free
Extract every transaction from your HDFC, SBI, ICICI, or Axis statement PDF into a clean Excel sheet — ready for your CA, Tally import, or ITR filing.
Why convert a bank statement to Excel
Bank statement PDFs are designed for reading, not analysis. Converting to Excel unlocks everything: sorting by amount, filtering by date range, running SUM formulas, and importing into accounting software. Common use cases in India:
- CA and tax filing: Share a sortable transaction sheet with your chartered accountant for ITR preparation — far faster than PDF review
- Tally ERP import: Tally supports Excel-based journal entry imports; the extracted sheet gives you a ready starting point
- GST reconciliation: Match purchases and sales against your GSTR-2B statement by filtering bank credits
- Loan applications: Banks and NBFCs asking for 6-month or 12-month statement analysis often prefer annotated Excel over raw PDFs
- Personal budgeting: Track monthly spending categories by filtering the description column in Excel or Google Sheets
Supported banks
The tool works with any bank statement PDF that uses a tabular layout. It's been tested with:
How to convert your bank statement PDF to Excel
- Download your statement PDF from your bank's NetBanking portal or mobile app
- If the statement is password-protected, remove the password first — most Indian bank statements are locked
- Open PDF to Excel on LovelyPDF
- Upload your statement PDF by dragging it in or clicking to browse
- Click Convert to Excel and wait for the extraction to complete
- Download the .xlsx file and open it in Excel or Google Sheets
Tips for best results
- Use official downloads: statements from NetBanking or the bank's mobile app have consistent table layouts; screenshots and scanned passbooks do not
- Remove the password first: the PDF to Excel tool needs an unlocked file — use the Remove Password tool beforehand
- Scanned statements: if your statement was photocopied or photographed, use the OCR PDF tool first to make the text readable, then convert
- Long statements: for 12-month statements, splitting by quarter with Split PDF can improve extraction accuracy
Frequently asked questions
Which banks' statements work best with this tool?
The tool works best with digital statements downloaded from NetBanking or mobile apps from HDFC, SBI, ICICI, Axis, Kotak, Bank of Baroda, PNB, and Canara Bank. These use consistent table layouts the extractor can parse reliably. Statements from smaller cooperative banks or regional rural banks may have non-standard layouts that don't extract as cleanly — in those cases, try the OCR PDF tool first.
My bank statement PDF has a password — how do I open it first?
Most Indian bank statement PDFs are password-protected. Use Remove PDF Password on LovelyPDF first. Common passwords by bank:
SBI: customer ID or account number
HDFC: first 4 letters of your name (uppercase) + date of birth in DDMMYYYY — e.g. RAMA15081990
ICICI: date of birth in DDMMYYYY format
Axis: date of birth in DDMMYYYY format
The email from your bank that delivered the statement usually contains a password hint.
Some transactions are missing or in the wrong columns — why?
This happens when the PDF uses merged cells, non-standard column widths, or changes layout between pages. Try using Split PDF to extract one month at a time, then convert each section separately. Mobile app statements sometimes differ in layout from the same bank's web banking statements — if one format fails, try downloading the statement from the other channel.
Can I use the Excel output for Tally import or CA work?
Yes. The extracted .xlsx file works with Tally Prime (as a base for journal entry import), Excel, and Google Sheets. Most CAs prefer an Excel sheet for account reconciliation — you can sort by amount, filter by date, and add category columns alongside the extracted transactions. You may need to reformat the date column to match your software's expected format (DD-MM-YYYY for Tally, or YYYY-MM-DD for some accounting APIs).