To transfer pdf credit card statements to spreadsheet
Posted: Tue Mar 31, 2009 4:58 pm
I needed to get credit card statement amounts into a spreadsheet from pdf statements. After copying the statements to Textpad - delete the non-money lines. My statement lines look like this:
12/12 12/12 X46WSAQ2 FILENES BOSTON MA 1,923.71
Turn Posix format on. This will insert $ in front of all amounts at the end of lines
([-]*[0-9]*[0-9]*[0-9,][0-9]*[0-9]*[0-9]*[\.][0-9][0-9])$
$\1
This will accommodate amounts up to 99,999.99 as well as credits without losing the minus sign. Once that is done - delete the first column of dates, append ';' after remaining column of dates and precede all '$' with ';'. Then drop the statement lines into a spreadsheet and use the convert text to columns delimited by ';'
What is moved is as follows
12/12; X46WSAQ2 FILENES BOSTON MA ;$1,923.71
12/12 12/12 X46WSAQ2 FILENES BOSTON MA 1,923.71
Turn Posix format on. This will insert $ in front of all amounts at the end of lines
([-]*[0-9]*[0-9]*[0-9,][0-9]*[0-9]*[0-9]*[\.][0-9][0-9])$
$\1
This will accommodate amounts up to 99,999.99 as well as credits without losing the minus sign. Once that is done - delete the first column of dates, append ';' after remaining column of dates and precede all '$' with ';'. Then drop the statement lines into a spreadsheet and use the convert text to columns delimited by ';'
What is moved is as follows
12/12; X46WSAQ2 FILENES BOSTON MA ;$1,923.71