Exporting bank statements to Excel is essential for anyone looking to understand their finances, track expenses better, or prepare budgets. But let’s face it—manually sorting through PDF statements or online banking portals can be a hassle. That’s where Skwad comes in.

Skwad is a finance tracker app that doesn’t require bank linking. Instead, it uses AI to process spend and deposit notifications, transforming them into detailed, categorized transactions. With features like detailed transaction extraction, instant Google Sheets sync, CSV exports, and tools to track bills, due dates, balances, and credit limits, managing your finances has never been simpler.

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Why Export Your Bank Statement to Excel?

Exporting your bank statement to Excel offers significant advantages:

• Custom Analysis: Use Excel’s features to create tailored reports and visualizations.
• Budgeting and Planning: Track income, expenses, and spending patterns.
• Bill and Balance Management: Monitor due dates, account balances, and credit limits.
• Tax Prep: Organize your transactions for tax filing or audits.

With Skwad, you can achieve all this without connecting your bank accounts.

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How to Convert a Bank Statement to Excel Using Skwad

Step 1: Upload Your Statements

Upload your statements from your bank or credit card companies. Skwad will:

1. Extract: Skwad will extract your transactions from your PDF
2. Edit: Skwad allows you to edit your transactions on web or mobile easily

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Step 2: Sync with Google Sheets or Export as CSV

Once your transactions are captured, you have two seamless options for exporting to Excel:

1. Instant Google Sheets Sync: Skwad lets you sync your transactions directly to Google Sheets. Any updates made in the app will reflect instantly in your spreadsheet, saving you time and effort.
2. CSV Export: Prefer working offline? Export your transactions as a CSV file and open them in Excel.

Both options preserve Skwad’s detailed transaction categorization, allowing you to filter by category, date, or merchant for deeper insights.

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Step 3: Manage Bills, Due Dates, Balances, and Credit Limits

Skwad doesn’t stop at transactions. You can also:

• Track Bills and Due Dates: Never miss a payment with reminders and organized due dates.
• Monitor Balances and Credit Limits: Keep tabs on your accounts and avoid overextending your credit.
• Analyze Spending Patterns: Use Excel’s tools to create visualizations for better financial decision-making.

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Why Choose Skwad for Your Bank Statement Needs?

Skwad puts privacy and control first, unlike traditional apps that require bank linking. You get all the benefits of automated financial tracking without sharing your bank credentials.

Skwad’s detailed line-item extraction ensures that every aspect of your financial life—bills, balances, spending trends, and income—is accounted for.

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Take Control of Your Finances with Skwad

Ready to make the switch? Skwad empowers you to manage your finances with precision and ease. Convert your bank statement to Excel, track your bills, and stay on top of your balances with a modern solution designed for the privacy-conscious consumer.

Download Skwad today and take the first step toward effortless financial management.