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Other financial documents

Bank statements are not the only financial PDFs worth putting in a spreadsheet. This category covers the rest: invoices and purchase orders, brokerage, retirement and payment app statements, mortgage and loan schedules, utility and phone bills, and business reports such as balance sheets, aging reports and rent rolls. Each post shows the layout quirks of one document type. Read PDF Invoice Line Items to Excel, Header Fields Too first.

  1. Venmo Statement to Excel: Payments, Transfers, Notes

    Turn a Venmo statement to Excel: download the statement, read payments, transfers and notes, and set signs for money in and out.

    Published October 17, 2026venmopayment appsbudgeting

  2. Vendor Statement PDF to Excel: Open Invoices Listed

    Turn a vendor statement PDF to Excel: open invoices, credits and payments, aging buckets, and a sheet you can compare with your own records.

    Published October 17, 2026accounts payablevendor statementsreconciliation

  3. Utility Bill PDF to Excel: Usage and Charges by Month

    Turn a utility bill PDF to Excel: pull usage, rates and charges from each bill, build a month-by-month table, and handle estimated readings.

    Published October 17, 2026utility billsusage trackingestimated readings

  4. Trade Confirmation PDF to Excel: One Row Per Trade

    Turn a trade confirmation PDF to Excel: trade date, settlement date, quantity, price, fees and net amount, gathered into one row per trade.

    Published October 17, 2026trade confirmationsinvestingbrokerage

  5. Scan Invoice to Excel: Paper Invoices into Rows

    Scan an invoice to Excel from paper: scan settings, OCR on supplier layouts, checking totals against line items, and a log sheet for many invoices.

    Published October 17, 2026invoicesocrscanning

  6. Scan Checks into Excel: Payee, Amount, Check Number

    Scan checks into Excel as a list: what OCR can read on a check, the written and numeric amounts, check numbers, and masking account details.

    Published October 17, 2026checksocrcheck log

  7. Sales Report PDF to Excel: Totals by Product and Day

    Turn a sales report PDF to Excel: grouped rows by product or day, subtotals to remove, returns as negatives, and rebuilding the totals.

    Published October 17, 2026sales reportspivot tablespoint of sale

  8. Rent Roll PDF to Excel: Units, Tenants, Rents

    Turn a rent roll PDF to Excel: one row per unit with tenant, lease dates, rent and balance, plus vacant units and summary rows.

    Published October 17, 2026rent rollproperty managementreal estate

  9. Remittance Advice PDF to Excel: Which Invoices Paid

    Turn a remittance advice PDF to Excel: list the invoices a payment covers, short payments and deductions, and match the total to the deposit.

    Published October 17, 2026remittance adviceaccounts receivablecash application

  10. Purchase Order PDF to Excel: Lines, Quantities, Prices

    Turn a purchase order PDF to Excel: header fields, line items with quantities and unit prices, part numbers with leading zeros, and totals.

    Published October 17, 2026purchase ordersline itemspart numbers

  11. Property Tax Bill PDF to Excel: Parcels and Payments

    Turn a property tax bill PDF to Excel: parcel numbers kept as text, assessed values, levy lines by district, and installment due dates.

    Published October 17, 2026property taxreal estatebills

  12. Profit and Loss PDF to Excel: Months as Columns

    Turn a profit and loss PDF to Excel: month columns that span pages, account groups, negative figures in brackets, and checking net income.

    Published October 17, 2026profit and lossfinancial reportsnegative numbers

  13. Phone Bill PDF to Excel: Lines, Calls and Charges

    Turn a phone bill PDF to Excel: charges per line, call and data detail pages, taxes and fees, and a monthly total you can compare.

    Published October 17, 2026phone billstelecommonthly costs

  14. PDF Invoice Line Items to Excel, Header Fields Too

    Get PDF invoice line items to Excel with quantities, unit prices and amounts, plus header fields such as invoice number, date, tax and total.

    Published October 17, 2026invoicesline itemsaccounts payable

  15. PayPal Statement to Excel: Activity in Clean Rows

    Turn a PayPal statement to Excel: the PDF statement vs the activity download, gross, fee and net columns, currency conversions and holds.

    Published October 17, 2026PayPalpayment appsfees

  16. Mortgage Statement to Excel: Principal, Interest, Escrow

    Turn a mortgage statement to Excel: split each payment into principal, interest and escrow, and track the balance across a year of statements.

    Published October 17, 2026mortgageescrowloan balance

  17. Medical Bill PDF to Excel: Charges, Adjustments, Owed

    Turn a medical bill PDF to Excel: service lines, insurer adjustments and what you owe, plus matching bills to the insurer's statements.

    Published October 17, 2026medical billsinsuranceeob

  18. Loan Amortization Schedule PDF to Excel, Checked

    Convert a loan amortization schedule PDF to Excel: hundreds of payment rows, page breaks, and a formula that confirms every principal figure.

    Published October 17, 2026loansamortizationmortgages

  19. Inventory Report PDF to Excel: Items, Counts, Values

    Turn an inventory report PDF to Excel: item codes with leading zeros, quantities and unit costs, locations, and a value total that still matches.

    Published October 17, 2026inventoryitem codesstock valuation

  20. HSA Statement to Excel: Contributions and Claims

    Turn an HSA statement to Excel: contributions, card spending, claims and investment moves, kept in a table you can total by year.

    Published October 17, 2026HSAhealth accountstax records

  21. Fuel Card Statement to Excel: Vehicles, Gallons, Cost

    Turn a fuel card statement to Excel: rows per vehicle and driver, gallons and price per gallon, odometer readings, and totals by vehicle.

    Published October 17, 2026fuel cardsfleetpivot tables

  22. Expense Report PDF to Excel: Lines, Categories, Totals

    Turn an expense report PDF to Excel: line items with dates and categories, mileage rows, attached receipt pages to skip, and report totals.

    Published October 17, 2026expense reportsmileagereimbursement

  23. Crypto Exchange Statement to Excel: Trades and Fees

    Turn a crypto exchange statement to Excel: trades, fees and transfers, coin amounts with many decimals, and the time zone of each timestamp.

    Published October 17, 2026cryptotimestampsdecimals

  24. Credit Report PDF to Excel: Accounts in One Table

    Turn a credit report PDF to Excel: one row per account with lender, balance, limit and status, plus inquiries, and what to keep private.

    Published October 17, 2026credit reportsprivacyaccounts

  25. Check Register PDF to Excel: Numbers, Payees, Voids

    Turn a check register PDF to Excel: check numbers in sequence, payees and amounts, voided checks, and spotting gaps in the numbering.

    Published October 17, 2026check registervoidscheck numbers

  26. Cash App Statement to Excel: Monthly PDF to Rows

    Turn a Cash App statement to Excel: find the monthly PDF, read its transaction list, handle card spending and transfers, and check the balance.

    Published October 17, 2026cash apppayment appsbalance check

  27. Brokerage Statement to Excel: Holdings and Activity

    Turn a brokerage statement to Excel: split holdings from activity, keep share quantities and prices exact, and handle dividends and fees.

    Published October 17, 2026brokerageholdingsdividends

  28. Balance Sheet PDF to Excel: Indents, Subtotals, Years

    Turn a balance sheet PDF to Excel: keep line item indents as levels, comparative year columns, subtotals, and amounts shown in thousands.

    Published October 17, 2026balance sheetfinancial statementsreporting

  29. Aging Report PDF to Excel: Buckets That Still Total

    Turn an aging report PDF to Excel: customer rows, 30, 60 and 90 day buckets, invoice detail lines, and grand totals that must still agree.

    Published October 17, 2026aging reportaccounts receivablecross-footing

  30. 401k Statement to Excel: Funds, Contributions, Gains

    Turn a 401k statement to Excel: fund balances, employee and employer contributions, gains, and joining quarterly statements into one table.

    Published October 17, 2026401kretirementroll-forward