Import PDF Bank Transactions
Budget / Salary$10–30
TypeFreelance project
LocationRemote
Posted2 hours ago
I have a bank statement supplied only as a PDF and I need every transaction transferred accurately into a Google Sheet. Please extract the data, place each entry on its own row, and sort the entire sheet by transaction type (debit card, ACH, fees, interest, etc.).
Once the list is in place, add a clear summary section that automatically calculates:
• the number of transactions for each type
• the total amount for each type
Simple, reader-friendly formulas such as SUMIF or a pivot table are fine—choose whichever keeps the sheet fast and easy for me to maintain. No other calculations are required. Accuracy is critical, so double-check that dates, descriptions, and amounts match the PDF before handing over the file. I’ll share a blank Google Sheet the moment we start.
Once the list is in place, add a clear summary section that automatically calculates:
• the number of transactions for each type
• the total amount for each type
Simple, reader-friendly formulas such as SUMIF or a pivot table are fine—choose whichever keeps the sheet fast and easy for me to maintain. No other calculations are required. Accuracy is critical, so double-check that dates, descriptions, and amounts match the PDF before handing over the file. I’ll share a blank Google Sheet the moment we start.
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