Instant Receipts

Export Bank Statements as Excel

9/12/2026
Reading time 8 minutes
intermediate
Need to convert a PDF bank statement to Excel? Instant Receipts turns any Australian bank statement, uploaded as a PDF, into a fully formatted Excel spreadsheet in seconds, with formulas, charts and professional formatting already applied. Our AI extracts every transaction at 99.9% accuracy from any Australian bank, so there is no manual reformatting or retyping before you can dig into pivot tables and detailed analysis.

Prerequisites

  • ✓You have uploaded your bank statement in the Bank Statements section
  • ✓You have access to the Reports page
  • ✓Microsoft Excel or compatible application

Outcome

  • Perfect for pivot tables and in-depth reporting
  • Export instantly without manual setup.

Steps

1

Navigate to Reports

From your dashboard, click on the Reports section in the main navigation.

Navigate to Reports
2

Click New Report

In the top-right corner, click the green New Report button to start creating a new bank statement report.

Click New Report
3

Select Your Date Range

Choose how to filter your bank statements by date using Quick Select quarters or custom date range.

Select Your Date Range
4

Select Bank Account (Optional)

Optionally filter statements by specific bank account.

Select Bank Account (Optional)
5

Click Excel Button

Locate and click the Excel export button at the bottom of the report generation panel.

Click Excel Button
6

Download and Analyze

Download the Excel file and use advanced features for analysis.

Download and Analyze
7

Preview Your Excel Report

Once downloaded, open the Excel file to view your bank statement transactions neatly structured and ready for use. Each entry will include key details such as date, transaction description, and amount. From here you can apply Excel formulas, sort and filter transactions, or share the file with your accountant.

Preview Your Excel Report

Troubleshooting

Excel file won't open

Make sure you have Excel 2010 or later, or use Google Sheets to open the file online.

Formulas are showing as text

Press Ctrl+` (grave accent) to toggle formula view, or check your Excel settings.

Can I convert a PDF bank statement to Excel directly?

Yes. Upload your PDF bank statement into Instant Receipts first, then export it as Excel from the Reports page, no manual data entry or third-party converter required.

Need more details?

See How to Import Bank Statements for the complete workflow and all available options.