Extract Bank Transactions to Excel

Job ID: 40325373

Budget: $30 – $250 USD

I have a set of PDF bank statements that I need converted into a clean, well-structured Excel file. Each transaction should be entered with its date, amount, payee or payor detail, and the running or closing balance exactly as shown on the statements. Accuracy is essential because I will be using this workbook for reconciliation and further analysis.

You will receive the PDFs immediately after the project is awarded. Please transpose every line item; no batching or subtotaling. If a statement spans multiple pages, keep the chronological order intact. The finished spreadsheet should mirror the statements—one row per transaction, columns for date, description/payee, debit, credit, and balance.

Deliverables
• An .xlsx file containing every transaction from all supplied statements
• Source formatting preserved where practical (e.g., negative amounts, currency symbol)
• A quick summary sheet totaling debits and credits (simple formulas are fine)

I value prompt communication, respect data confidentiality, and expect high attention to detail. Let me know how soon you can start and your estimated turnaround time once you see the total page count.