ColumnryHow-to guides: PDF tables and statements to spreadsheets
What works for free, what breaks, and when a dedicated statement reader helps.
Excel “Get Data from PDF”Use Excel's Power Query PDF connector to import tables, combine multi-page tables, and fix 'From PDF missing', empty tables and the Mac limitation.Copy a table from PDF to ExcelPasting a PDF table into Excel puts each row in one cell. Text to Columns, Paste with Text Import Wizard, and when to convert instead – with the pitfalls of each.Scanned statement to ExcelA scanned or photographed statement has no text layer, so normal PDF converters can't read it. How to tell, which OCR routes exist, and how to verify the numbers.Password-protected PDF statementMany banks email password-protected PDF statements. Where the password rule comes from, how to open the file, and how to convert it to Excel without unlock sites.Bank statement to Google SheetsGet a PDF bank statement into Google Sheets: why Sheets can't open PDFs, converting to CSV first, importing with the right locale, and a simple category column.Import a statement into YNABYNAB's File-Based Import accepts CSV, OFX, QFX and QIF. How to import, how to format a CSV, and how to get older months from PDF statements into YNAB.
Converter pages
Bank statement PDF to ExcelCredit card statement to ExcelPDF table to ExcelBank statement to CSV, OFX, QIFArabic & Hebrew PDF to Excel
Try your statement. Columnry reads the transactions in a text-based PDF statement or table – date, description, money in/out, balance – checks them against the running balance and exports Excel, CSV, OFX or QIF. It runs in your browser; the statement is not uploaded. Preview the whole file free and export page 1 (up to 20 rows); a 30-day pass is $9, lifetime $29.
Sources and product names: Microsoft Excel and Power Query are trademarks of Microsoft; Google Sheets of Google; YNAB of You Need A Budget LLC. Columnry is independent and not affiliated with them.