How to Convert Zions Bank Corporation Statement PDF to Excel or CSV

Looking to understand how to transfer your bank statements into Excel or CSV formats? This guide is here to talk you through each step.

By following these straightforward steps, you can easily pull out and sort your financial information from PDF statements issued by Zions First National Bank Corporation into a format that works seamlessly with Excel. Continue reading to discover how to make managing your financial data simpler.

Download the Statement From Zions Bank Corporation

Use Internet Banking to Download Your Statement

Here’s what you need to do:

1. Log in to your online banking account with your details.
2. Find the Services page and click on the eDocuments link.
3. Select “Preferences” from the options provided.
4. Choose the services you need: electronic tax documents, notices, or statements.
5. For eStatements and eNotices, pick the accounts you want to include.
6. You can then save your eDocument in PDF format

Note: Remember, all accounts associated with your tax identification number will be automatically enrolled for eTax Documents. 

Use the Zions Bank Corporation App to Download Your Statement

If you use the Zions Bank App, you can easily download your statement on your phone:

1. Open the mobile banking app and log in.
2. Tap the “More” button, then select “eDocuments” from the list.
3. Click on “Preferences” to set your choices. 
4. Decide what you want to receive: electronic tax documents, alerts, or other documents.
5. Before signing up for eStatements and eNotices, you must select which accounts they will apply to.
6. You can then download your documents in PDF format.

Note: If you need copies of deposit or loan statements from before 2016, go to “Manage My Account” after selecting your account. Be aware that getting these copies may come with a fee, depending on the bank’s process. 

Convert Your Zions Bank Corporation PDF Statement to Excel or CSV

When it comes to transforming your Zions Bank Corporation PDF statement into an Excel file, you can consider two main approaches. First, there’s the option of using specialized software like Convert My Bank Statement, which can automate the conversion process, saving time and effort, especially for lengthy documents. 

Or, if you prefer a more hands-on method, you can manually copy and paste the information from your PDF into an Excel spreadsheet. However, this manual method can be quite time-consuming and may not be the best fit for extensive statements. 

Conclusion

You can manage your finances effectively by changing your Zions Bank Corporation statement from PDF to Excel.

With the “Convert My Bank Statement” service, this can be done swiftly and without installing additional software. Once converted to Excel format, you can review, modify, or analyze the data according to your banking needs.