PDF Bank Statements to Spreadsheet
Budget: $15 – $25 USD
I need several months of bank statements, currently stored as PDFs, converted into a clean, fully-editable spreadsheet. Every transaction must be captured—date, payee, description, debit/credit amount, and any running balance shown on the statement—and arranged so that each month sits on its own tab for quick review.
Accuracy matters and figures must reconcile exactly with the original PDFs. You’re welcome to use OCR tools, scripting, or manual entry—whatever lets you deliver reliable results—so long as you double-check for transcription errors before handing over the file.
Deliverables:
• One Excel file or Google Sheet (your choice) with clearly named monthly tabs
• Uniform column structure across all tabs: Date | Payee | Description | Debit | Credit | Balance
• Totals that match the statement summary for every month
Let me know how many pages you can process per hour, what tools you prefer, and your estimated turnaround time.
Accuracy matters and figures must reconcile exactly with the original PDFs. You’re welcome to use OCR tools, scripting, or manual entry—whatever lets you deliver reliable results—so long as you double-check for transcription errors before handing over the file.
Deliverables:
• One Excel file or Google Sheet (your choice) with clearly named monthly tabs
• Uniform column structure across all tabs: Date | Payee | Description | Debit | Credit | Balance
• Totals that match the statement summary for every month
Let me know how many pages you can process per hour, what tools you prefer, and your estimated turnaround time.
Related categories:
Data Processing
Data Entry
Excel
OCR
Data Analysis
Google Sheets
Data Management