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Prepare a password-protected bank statement for conversion

Open an authorised statement locally and save an unlocked copy before uploading it.

Updated 2 min read

This converter does not currently have a field for entering a PDF password. If a statement requires a password to open, prepare an unlocked copy on your own device before uploading it.

Find the instructions from your bank

Use the password instructions supplied with the statement or contact the bank through its official support channel. Formats vary by institution, account, and document. Do not rely on generic lists of name or date-of-birth combinations.

Open the PDF locally to confirm that the password works. Do not send your online banking password to a conversion service.

Save an unlocked copy

If you are authorised to change the document's protection, a PDF application can remove the opening password. Adobe Acrobat provides this through its document security settings and may request a permissions password. Follow Adobe's password-removal instructions for your version.

Save to a new file and keep the bank's original document. Close and reopen the new copy to confirm that it no longer requests a password and still includes every page.

Check the copy before uploading

  • Make sure the account and statement period are unchanged.
  • Inspect small print, decimal points, and page edges.
  • Check that export or printing has not omitted pages.
  • Store the unlocked copy in a private folder.

Printing to a new PDF can alter the document's text layer or layout. When available, use your PDF application's security settings instead and verify the result.

Convert and clean up

Upload the unlocked PDF to the Excel converter. Review the output using our conversion checklist, then remove temporary unlocked copies you no longer need under your organisation's retention rules.

If you cannot open the original, request a replacement or assistance from the bank. Only process documents you own or are authorised to handle.

Published . Updated October 7, 2026 to reflect the current converter and the provider guidance linked in this article.

Prepared with AI assistance and checked against the application's export formats. These are product instructions, not a substitute for checking your records. Tell us about a correction.

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