How To Edit Bank Statement In Excel (with Easy Steps) - ExcelDemy

Step 1: Convert the PDF File to Excel to Edit the Bank Statement

We will first try to convert the PDF file below.

• Go to the website of iLovePDF.
• Select PDF to Excel.

Disclaimer: We’re not promoting any PDF converter tools. Rather, you can convert PDF to Excel without software.

• Click Select PDF.

• Choose the PDF file from the specific location of the PC and click Open.

• Select Convert to Excel.

• The PDF file is converted to an Excel file.
• It is now editable.

Read More: How to Convert Credit Card Statement to Excel

Step 2: Editing Bank Statement to Organize According to Date of Transaction

• Select the cells B16:E21.
• Go to Data > choose Sort. A window named Sort will appear.
• Click the Sort by arrow > choose Date > click OK.

We’ll see that the transactions are sorted according to the date in the picture below.

Step 3: Edit the Bank Statement in Excel by Showing Deposits First Organized According to Date of Transaction

• Select the cells B16:E21.
• Go to Data > choose Sort. Similarly, as before, a window named Sort will appear.
• Click on the drop-down options in the Sort by box and choose
• Click OK.

• Go to Sort by window, or we can work in the same Sort by window without clicking OK in the previous step.
• Select Smallest to Largest in the Order box and Date in the Then by
• Click OK.

Additionally, if the second level is unavailable, click on the Add Level button to add a level and work on that.

We have edited our bank statement by showing Deposits first organized according to the Date of Transaction like this.

Things to Remember

In the case of sorting, we should avoid selecting cells that have formulas.

Download the Practice Workbook

Editing Bank Statement.xlsx

<< Go Back To How to Create a Bank Statement in Excel |Excel For Finance | Learn Excel

Get FREE Advanced Excel Exercises with Solutions!