Convert Settlement Statement to Excel

Aug 6th, 2022
forms filled out
0
forms filled out
forms signed
0
forms signed
forms sent
0
forms sent
Service screenshot
01. Upload a document from your computer or cloud storage.
Service screenshot
02. Add text, images, drawings, shapes, and more.
Service screenshot
03. Sign your document online in a few clicks.
Service screenshot
04. Send, export, fax, download, or print out your document.

Straightforward instructions on how to Convert Settlement Statement to Excel

Form edit decoration

Having complete control over your papers at any moment is crucial to alleviate your day-to-day duties and improve your efficiency. Accomplish any objective with DocHub tools for papers management and convenient PDF editing. Access, modify and save and incorporate your workflows along with other protected cloud storage.

Follow these basic steps to Convert Settlement Statement to Excel using DocHub:

  1. Sign in to your profile or sign up for free using your Google profile or email address.
  2. Select a document you need to upload from your computer or integrated cloud storage (Box, Google Drive, or OneDrive).
  3. Access DocHub advanced editing tools with a user-friendly interface and modify Settlement Statement according to your needs.
  4. Convert Settlement Statement to Excel and save adjustments.
  5. Quickly correct any mistakes just before going forward with the file export.
  6. Download, export and send out or quickly share your papers with your colleagues and clients.
  7. Return to your papers or create Templates to maximize your efficiency

DocHub gives you lossless editing, the chance to use any formatting, and securely eSign documents without looking for a third-party eSignature option. Obtain the most of the document management solutions in one place. Check out all DocHub capabilities today with the free profile.

PDF editing simplified with DocHub

Seamless PDF editing
Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.
Smooth teamwork
Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.
Automatic saving
Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.
Google integrations
DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.
Powerful PDF tools on your mobile device
Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.
Secure document sharing and storage
Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.
Install now

How to Convert Settlement Statement to Excel

4.6 out of 5
74 votes

In this tutorial, Barbara Steinberg demonstrates how to convert a bank statement into an error-free Excel worksheet using Tia Solutions' financial investigation toolkit and financial analysis toolbar. The process consists of three steps. In the first step, Barbara grins the data by scrolling through the statement to find pages with transactions. She uses her mouse to draw a box around the transaction areas, which adds row and column dividers. If an extra column divider appears, she deletes it using the column delete tool. This method is repeated for each page with transactions until all desired transactions are captured for conversion into the final Excel file.

video background

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
Contact us
Follow these easy steps to turn a PDF document into a Microsoft Excel spreadsheet: Click the Select a file button above or drag and drop a PDF into the drop zone. Select the PDF you want to convert to the XLSX file format. Watch Acrobat automatically convert your PDF to Excel.
Yes, Receipt Bot coverts PDF bank statements to standard formats such OFX, QFX, IIF, QIF, QBO, CSV and Excel. You can download multiple statements for one account in a single file and upload to your accounting software saving you hours of manual data entry. You can also define your own custom CSV output format.
Steps to convert content from a TXT or CSV file into Excel Open the Excel spreadsheet where you want to save the data and click the Data tab. In the Get External Data group, click From Text. Select the TXT or CSV file you want to convert and click Import. Select Delimited. Click Next.
docHub Open your PDF file in docHub. From the menu bar on the right, select Export. From the Convert To drop-down menu, select the Excel format. Convert. Open the Excel file in Microsoft Excel and convert it to CSV if everything looks good.
Docparser comes with a built-in parsing engine that makes data extraction from a bank statement or a credit card statement so much easier. Whether your statements are in PDF, images, or documents, Docparser can handle all and convert the statements into Excel or CSV, or any other format that you desire.
Convert Bank Statement to Excel with EaseUS PDF Converter Main Features: Steps to Convert Bank Statement in PDF format to Excel on Windows 10: Launch EaseUS PDF Converter, go to PDF to Excel and import a PDF by clicking Open Files. After importing the file, choose a save path and a format for the converted file.
You can convert a PDF bank statement to CSV or Excel with PDFTables.
Open a PDF file in Acrobat. Open a PDF file in Acrobat. Click on the Export PDF tool in the right pane. Choose spreadsheet as your export format, and then select Microsoft Excel Workbook. Click Export. If your PDF documents contain scanned text, Acrobat will run text recognition automatically.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.
"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."
Pam Driscoll F
Teacher
A Valuable Document Signer for Small Businesses.
"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."
Jiovany A
Small-Business
I can create refillable copies for the templates that I select and then I can publish those.
"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."
Victoria G
Small-Business
be ready to get more

Edit and sign PDFfor free

Get started now