In this video, I'll guide you through multiple steps to create an account statement in Excel. Just enter the prompt "Create a table from the following bank statement information:".Then copy and paste the statement information from the PDF file. Converting your bank statements to Excel or CSV format can provide many benefits. We have a free template you can download and use. This post will show you why you may need a bank statement template and what it should include. All forms are ADA accessible, and you can handwrite or type into the PDF form to fill it out. In the Create Source box, type in the citation details, and then click OK. The option in the Creaet Source dialog box are shown. Download a free Account Statement Template for Microsoft® Excel®, OpenOffice. Simply go online to check your balance, transfer money, pay bills, view your latest transactions, change to eStatements, and more.