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Guide Apr 12, 2026 Tools360 Team

Convert Bank Statement PDF to Excel — Complete Guide for ITR Filing

Learn how to extract transaction data from your bank statement PDF into Excel for ITR filing, accounting, and expense tracking.

Every year during ITR filing season, millions of Indians need to reconcile their bank transactions. Manually entering data from a PDF statement into Excel is time-consuming and error-prone.

Tools360's Bank Statement to Excel tool handles password-protected statements automatically. Just upload your PDF, enter the password if required, and download a clean Excel file.

The tool works with all major Indian banks: SBI, HDFC, ICICI, Axis, Kotak, PNB, Bank of Baroda, Canara Bank, and more.

What you get in the Excel file: Date, description/narration, debit amount, credit amount, and closing balance — all in separate columns ready for analysis.

For ITR filing: Use the Excel file to calculate total income credits, identify TDS deductions, and verify Form 26AS entries against your actual bank credits.

For CA and accountants: The tool supports batch processing. You can convert multiple client statements and get a ZIP file with all Excel sheets.

Tip: After converting, use Excel's SUMIF function to categorize transactions by type — salary credits, EMI debits, UPI transfers, etc.

Privacy note: Your bank statement is processed securely and deleted from our servers immediately after you download the Excel file.

Try it yourself

Bank Statement to Excel

Free, no login required.

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