How can i pull relevant data from pdfs of bank statements?

There are many softwares available which can convert pdf files into word, excel, or powerpoint.

You can also do this online, but it contains restrictions on number of copies to convert.

Best way is to opt for softwares like Adobe Acrobat for pdf file editing &/or conversion.

The cost of Acrobat will be too high, thus you may opt for other softwares like Foxit Advanced PDF Editor, NITRO pdf, etc. which are comparatively cheaper to buy.

This softwares will let you convert as many of pdf files at instance And then you may work on your Excel format as usual.

Generic PDF-to-Excel converters (Acrobat, Foxit and so on) treat a bank statement as a picture of a table. Wrapped narrations become extra rows, and debit and credit columns shift, so totals quietly go wrong. Whatever you use, two checks catch it:

1. Opening + credits − debits = closing.

2. Each row's balance = previous balance ± that row.

If both pass, filter the Credit column (or use SUMIFS on it) to get the list and total of credit entries per month.

Disclosure: we build KhataSheet (khatasheet.com), a free tool made for Indian bank statements (21 formats including SBI, HDFC, ICICI, Axis, Kotak, PNB, BoB, Canara). It runs both checks automatically, converts several statements at once into one ZIP with a combined sheet, and reads the PDF in your browser so client statements are not uploaded. https://khatasheet.com/?utm_source=caclubindia&utm_medium=community&utm_campaign=2026-w43-launch