If you have a bank account with Associated Banc-Corp and need to save your financial data in a more usable format, you may want to convert the bank statement PDF to Excel (.CSV) file. It could be done automatically using a conversion service, allowing you to export your transaction information in a user-friendly format. In this tutorial, we’ll discuss how to make this request and the steps you’ll need to take.
Download the Statement From Associated Banc-Corp Bank
Option 1: Use Internet Banking to Download Your Statement
Proceed as follows:
- Sign in to Associated Banc-Corp online banking.
- Choose documents from the upper menu.
- Select the statement you’d like to view.
- Now, click the account for which you’d like to view the statement.
- Click Download PDF.
Option 2: Use the Associated Banc-Corp Bank App to Download Your Statement
If you are using a mobile device, you can sign in to the Associated Bank Digital app. Select the statement you want to view or download.
- Sign in to the Associated Bank Digital mobile app
- Select More.
- Tap on Documents and select the account for which you want to view the statements.
- Click the Download button beside the file.
- You can open the PDF file on your device.
Convert your PDF to Excel
You have two options for converting the Associated Banc-Corp PDF statement into an Excel spreadsheet: using software or manually copying and pasting the information (however, this process can take a while and might not be appropriate for long statements).
Using the Bank Statement PDF Converter Program
With the Bank Statement PDF Converter, you can now retrieve standard bank statements.
Create an account to get a free trial.
Start the Excel conversion:
- Step 1: Get an account on Bank Statement PDF Converter
- Step 2: Go to the home page and click “Upload Document.”
- Step 3: After the document has been uploaded, click “Start Analysis”. It will usually take a few seconds.
Download your Excel File (.CSV)
Click on the uploaded document link to access the results.
After BankStatementPDFconverter completes the analysis, it will convert the data it thinks is in table format.
Your bank statement to PDF conversion is ready, and you can download the Excel or CSV file.
Some Tips After Conversion
Our online converter provides accurate results. However, when I check my monthly reports, I like the information to appear in a specific manner. Banks have their own formats, with slight variations from one institution to the next. Before using or sharing your statement, consider the following:
- Verify the date format
- Remove personal or sensitive information from your files
- Create a password to protect your file. Check out Microsoft support for more info
- Delete or add columns as needed
- Your statement will reflect your deposits and other additions in one table, and your withdrawals and other deductions in another. You can use the VLOOKUP function in Excel to merge your tables.
-
- Open Excel and have both tables ready. Let’s assume you have Table A and Table B.
- In a new column of Table A, where you want to display the merged data, enter the VLOOKUP formula. The basic syntax of the VLOOKUP function is: =VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])
- Replace the placeholders in the formula with the appropriate values for your scenario. For example, if you want to merge data from Table B into Table A based on a common ID column, the formula could look like this: =VLOOKUP(A2, TableB, 2, FALSE)
- Drag the formula to apply it to all the rows in Table A.
- Open Excel and have both tables ready. Let’s assume you have Table A and Table B.
-
Conclusion
You may organize your finances by converting the PDF version of your Associated Banc-Corp statement to Excel. You may complete the procedure quickly and without installing any software using the service provided by Bank Statement PDF Converter. Subsequently, you may review, modify, or assess the information in Excel format for the data acquired from your bank.
