In this article, we will show you how to convert your credit card statement to Excel. Simply follow the steps below.
To convert a credit card statement to Excel, we will use Lido, a spreadsheet tool designed to streamline and automate repetitive tasks. You can sign up for a free account using this link: https://www.lido.app/go/signup.
There are two ways to do this with Lido: using the IMPORTPDF formula and the EXTRACTTABLESFROMPDF formula for scanned documents.
For this approach, we'll use Lido's custom formula, IMPORTPDF, to extract all content from the provided PDF. It's important to note that IMPORTPDF is not compatible with scanned PDF documents.
If you have a scanned PDF credit card statement, consider using the EXTRACTTABLESFROMPDF formula instead, which we explain in detail below.
Start by logging into your Google Drive account and uploading the credit card statement you want to extract data from by clicking "New" then selecting "File upload." This is essential as it allows Lido to access your file online. Ensure that your credit card statement is in PDF.
Log in to your Lido account and navigate to the Files page. Click on "New file" to create a new spreadsheet that will organize the data extracted from your PDF credit card statement.
In your Lido spreadsheet, click the plus (+) icon at the top left corner of your screen to add a new worksheet.
Type "=IMPORTPDF(" into cell A1 (without the quotation marks).
Click the "Add Credential" button and follow the on-screen instructions to link the Google account where you uploaded the PDF. This grants Lido access to your file. Complete all necessary steps to properly set up your account.
After connecting your Google account, press the comma key to move to the next argument in the formula. Then click "Select a file" to open the file dialog.
In the file selector, navigate through your Google Drive and click on the credit card statement you uploaded earlier. This links the selected PDF directly to the IMPORTPDF formula.
Finish the formula by typing ",Sheet1!B2)" to specify where the extracted data should be placed, starting at cell B2 in Sheet1. Press ENTER to complete and apply the formula.
Right-click on cell A1 after entering the formula and select "Run action" from the context menu. This executes the IMPORTPDF formula and starts the data extraction process from your PDF.
After confirming that the data extraction is accurate, click the three-dot menu next to the Sheet1 tab and select "Export Worksheet to Excel."
Here, we'll use Lido’s unique formula, EXTRACTTABLESFROMPDF, to extract all recognized tables from a PDF file. This formula is especially effective for scanned documents.
Sign into your Google Drive account and upload the PDF file of the credit card statement you wish to extract data from. Ensure the PDF is accessible online for Lido's tools.
Navigate to Lido's Files page and create a new spreadsheet by clicking on the "New file" button at the top right side. This document will be used to organize and manage the data extracted from your PDF file.
Click the plus (+) icon at the top left corner next to your default sheet to add a new worksheet.
In your newly created worksheet, go to cell A1 and input the formula "=EXTRACTTABLESFROMPDF(".
Click the "Add Credential" button to link your Google Drive to Lido. Follow the on-screen instructions to connect your account and enable Lido access to your PDF file.
Press the comma key to advance to the next part of the formula (inside the parentheses). Click "Select a file" to open the file selector.
Find and select the PDF credit card statement you uploaded earlier to Google Drive. This links the PDF to the formula for data extraction.
Complete the formula by typing ",Sheet1!B2)" to specify where the extracted data should be placed, starting at cell B2 in Sheet1. Press ENTER to finalize the formula.
Right-click on the three-dot menu in cell A1 and choose "Run action" from the context menu. This will run the formula and extract the table data from your PDF into the spreadsheet.
Switch to "Sheet1" to inspect the extracted data. Ensure the tables have been accurately extracted and correctly reflect the contents of your credit card statement. Note that only tabular data will be extracted.
After verifying the accuracy of the extracted data, click the three-dot menu next to the Sheet1 tab and select "Export Worksheet to Excel." This allows you to save, share, or further analyze the data outside of Lido.
We hope that you now know how to convert a credit card statement to Excel.
