Bank statement guides: from PDF to spreadsheet, books and tax return
Only have PDF statements? Start with how to convert a bank statement PDF to Excel. The guides below then take the transactions further — into QuickBooks Online or TallyPrime, through a bank reconciliation, into tax categories or a mortgage application.
Updated October 28, 2026
- Bank statements for a mortgage: what lenders ask for and how to prepare themHow many months of bank statements mortgage lenders ask for, what underwriters look for, how large deposits are explained and how to prepare a clean set.
- Business expense categories: the list and how to use itA practical list of business expense categories with bank transaction examples and Schedule C lines, plus how to categorize bank transactions for taxes.
- How to convert a bank statement PDF to ExcelSeven ways to convert a bank statement PDF to Excel, from a free bank download and Excel's Get Data to Adobe, ChatGPT and converters — with pros and cons.
- How to do a bank reconciliation in ExcelHow to do a bank reconciliation in Excel: the step-by-step method, a template layout, the formulas to match transactions and a worked example.
- How to import a bank statement into QuickBooks OnlineHow to upload a bank statement to QuickBooks Online: menu path, the 3- or 4-column CSV format, 350 KB and 1,000-line limits, and fixes for failed uploads.
- How to import a bank statement into TallyPrimeHow to import a bank statement into TallyPrime with Alt+O → Bank Statement, which formats Tally accepts, and what to do when you only have a PDF statement.
- How to remove the password from your bank statement PDFRemove the password from your own bank statement PDF with Chrome, Preview, Acrobat or qpdf, find your bank's password rule, and convert the statement.
- What is an OFX file, and how is it different from QFX, QBO and QIF?What an OFX file is, what's inside it, how it differs from QFX, QBO and QIF, how to open one in Excel, and how to make an OFX file from a PDF statement.
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