How to Convert a PDF Balance Sheet into Excel

In this video we show you how to convert a balance sheet from a PDF format into Excel with the use of PDF2XL by Cogniview.

Convert a PDF Balance Sheet into Excel – Video Transcript

Hi, in this video we will show you how to convert a balance sheet from PDF to Excel using PDF2XL.

We’ll use a 3-page balance sheet downloaded from the US Federal Reserve website as an example.

After opening the file, mark a table around the data that you would like to convert.

At the bottom of the screen, you will see a preview of your data.

The preview will automatically update as you change the layout. You can see that this layout is replicated to the following two pages.

Select ‘Convert’ to get the output in Excel, and there you have it! The 3 pages of your PDF balance sheet are now an easy to edit Excel spreadsheet.

Thank you for taking the time to watch this video. You can use PDF2XL to convert P&Ls, income statements, tax returns and many other financial documents. Learn more and download a free trial version of PDF2XL at www.Cogniview.com