Guides

Step-by-step guides for getting bank statement data into Excel or CSV: where to download statements, when the bank's own export is enough, and how to convert a PDF with Excel Power Query.

• How to convert a TD bank statement to Excel
  Download a TD Canada Trust statement from EasyWeb, check whether a transaction download fits your need, and convert the PDF to Excel rows with Power Query.
• How to convert an RBC bank statement to Excel
  Download an RBC Royal Bank statement from Online Banking, use RBC's transaction download where it fits, and convert the PDF to Excel rows with Power Query.
• How to convert a Chase bank statement to Excel
  Download a Chase statement from chase.com or the Chase Mobile app, use Chase's CSV transaction download where it fits, and convert the PDF to Excel with Power Query.

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