Guides for people who
hate bookkeeping
Practical tips for freelancers and small business owners to tame their finances — without a CPA.
How to Convert Any Bank Statement PDF to Excel in 2025
A complete guide to converting PDF bank statements to organized Excel files — manually, with tools, and with AI. We cover Chase, Apple Card, Wells Fargo, and more.
Read articleBest PDF to Excel Converters for Bank Statements (Tested in 2025)
We tested 8 popular tools on real bank statements. Here's what actually works, what's overhyped, and what to avoid.
How to Export Apple Card Transactions to Excel
Apple Card's PDF statements are notoriously tricky to parse. Here's the fastest way to get your transactions into a spreadsheet.
5 Ways to Automatically Categorize Bank Transactions in Excel
From VLOOKUP formulas to AI tools, these are the best methods for auto-categorizing transactions — ranked by effort and accuracy.
The Freelancer's Bookkeeping Spreadsheet Template (Free Download)
A no-nonsense Excel template for tracking income, expenses, and quarterly taxes — designed specifically for solo freelancers.
Chase Bank Statement to Excel: Step-by-Step
Chase PDF statements have a specific format that trips up most converters. This guide shows you exactly how to do it right.
How to Import a Bank Statement into QuickBooks (The Easy Way)
Skip the manual entry. This guide walks you through converting your PDF statement to a QuickBooks-compatible format in minutes.
How to Do a Monthly Budget in Excel Using Bank Data
Turn your messy PDF bank statement into a clean, actionable monthly budget — step by step.