advertisement


Extracting text/tables from pdf

Neil P

pfm Member
I'd like to put my credit card transactions into a s/s so I can see where we're spending our money. The bank doesn't provide csv downloads, just pdf statements. I have tried copy and pasting from pdf into excel but it just gives me one long stream of text, not split into cells, and with no commas etc.

Any ideas? Are there apps that can link to your bank to show you spending patterns?
 
Describing here will not be as simple as using Google to find a YouTube video or animated website.

Depending on your software it is generally very easy to achieve what you want.
 
Are you using Ctrl-V to paste? If so, try a right click and look at the other paste options. Also, try pasting to Notepad and then copy/paste into Excel
 
Excel has an 'import' feature that can be set up to distinguish the breaks in the data in various ways (ie not just looking for commas). That would be my first stop.

Using any of the right click 'paste' options is not going to load a long text string into multiple cells.
 
Excel has an 'import' feature that can be set up to distinguish the breaks in the data in various ways (ie not just looking for commas). That would be my first stop.

Using any of the right click 'paste' options is not going to load a long text string into multiple cells.
Yup, you're probably right. Paste into Notepad, save file as *.TXT and then import? Probably by this time, the OP coulda just typed it in :)
 
I'd like to put my credit card transactions into a s/s so I can see where we're spending our money. The bank doesn't provide csv downloads, just pdf statements. I have tried copy and pasting from pdf into excel but it just gives me one long stream of text, not split into cells, and with no commas etc.

Any ideas? Are there apps that can link to your bank to show you spending patterns?


Use a PDF editor to convert the bank statement ...
Plenty of PDF editors available paid/free:

https://www.techradar.com/best/free-pdf-editor
 
Last edited:
In Excel -

Data Tab --> Get Data pulldown - From File - From PDF

Screenshot-2022-08-15-104541.png


As to what you get - it may depend on the quality of the PDF your bank has produced.
 
MS Word can be surprisingly powerful when it comes to play around with data in columns. No joke, copy your chaotic data into it and try.

Hint: press and hold the alt key, select something with your mouse and look what it does.

Acrobat does this very well but not the free reader version
Another vote for Acrobat. Nowadays there’s no point in trying to do something usable with the help of freeware (apart from a few exceptions like Irfanview or Audacity), in general you get what you pay for. And there are too many viruses and trojans out there for me to download unknown stuff.
 


advertisement


Back
Top