Document Purpose

This document will teach you how to convert PDF files to CSV files.


The Process Steps

  1. Open the PDF file for the month using our Google folder

    You can link the Google folder here

  2. Have it side by side on your screen next to the CSV file example

  3. Copy and paste the Date, Description, and Amount, from the PDF diligently into the CSV file below:

You can also link Loom videos here

Add them here. This will save you a load of time