Tutorials and workflows for converting bank statement PDFs into the spreadsheets your books actually need.
Ranked comparison of the top six options — native apps, web converters, and accounting-suite features — with an honest take on when each one wins.
Step-by-step from a folder of PDFs to a clean XLSX file. Covers batch conversion, transactions-only mode, and the full XLSX / CSV / TSV / MD / XML / TXT export matrix.
Chase-specific quirks — pending vs posted columns, multi-account combined statements, credit-card rows — and how to clean them into a reconcilable spreadsheet.
Handle combined checking + savings + credit statements, strip the Total Activity summary page, and land a clean running-balance table in Excel.
Native vs scanned PDFs, the select-text test, a 200–300 DPI scan quality checklist, and on-device OCR for image-based statements.
Why PDF "tables" aren't really tables, the five failure modes you'll hit in Excel, and three fixes in increasing effort — from Text to Columns to a structural converter.
Repeatable five-step SOP for bookkeepers and controllers — batch convert, verify against the ledger, flag exceptions, and scale across multiple client books.
CSV vs QBO vs IIF, the QuickBooks Online column-mapping dialog, and how to bridge PDF statements into QBO cleanly on a Mac.
CPA handoff workflow with a Schedule C category-mapping table, a 12-month conversion plan, and secure delivery options beyond plain email.
Amazon, Home Depot, Costco, Walmart, Target, Lowe's, Best Buy — a merchant-description cheat sheet plus split-charge and partial-refund workflows.
Get a clean CSV, drop it into Excel, Google Sheets, YNAB, Copilot, or Monarch, and build a working budget from months of PDF statements — no live feed needed.
Files → Share → convert → export CSV or Markdown via the share sheet. The three iOS preview modes, the Mac-only format split, and when to use each app.
