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Why you should use this

Using this automation to convert credit card statements to Excel simplifies expense tracking and budgeting. It ensures accurate data capture, streamlines the reconciliation process, and supports detailed financial analysis, helping users efficiently monitor expenditures and make informed budgetary decisions.

How it Works

You can convert PDF credit card statements into Excel either by drawing a box around the section of the credit card statement that you want to convert, or by converting the entire document (including multiple pages) at once.t

Upload a credit card statement PDF to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the credit card statement you want to convert.

Use the PDF importer or EXTRACTTABLESFROMPDF formula

Use the PDF importer's built in bounding box to select a section of the credit card statement to convert. Alternatively, if you have multiple pages, use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the credit card statement PDF into Lido's spreadsheet.

EXTRACTTABLESFROMPDF(<drive-credential>,"path to file",<output cell>)

Export credit card statement data to Excel

Your selected credit card statement data is now extracted into a Lido spreadsheet and can be used, copied, or exported to Excel.

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

This automation is ideal for financial controllers, personal finance enthusiasts, and small business owners who regularly reconcile credit card expenses. It is especially useful for those who need to quickly categorize and analyze spending patterns or prepare for financial audits.