topic Re: import bank statements data from pdf in Discussions

import bank statements data from pdf

Kara-Tadevosyan — Tue, 08 Apr 2025 15:07:43 GMT

Hello,

Is JMP able to import credit card statements into excel/JMP table? Or does it only work from text files?

If not, could I convert pdf into text, then could it recognize the rows I am trying to import into JMP?

THANKS!!!

Kara

Re: import bank statements data from pdf

txnelson — Tue, 08 Apr 2025 15:17:28 GMT

Yes, JMP can open pdf files.

Go to: Help=>JMP Online Help=>PDF

Import PDF Files

The PDF Import Wizard enables you to preview a PDF file, adjust the import settings, and view the results in the data table preview before you import the data. JMP attempts to auto-detect the data structure in the PDF file, or you can customize the structure.

Re: import bank statements data from pdf

Craige_Hales — Tue, 08 Apr 2025 19:33:42 GMT

...and it gets better: you probably have a directory of pdfs of statements collected for several years. If the bank has not changed the format, you can use the script JMP saved to the data table to import and stack them

Re: import bank statements data from pdf

SawyerTanner — Sat, 19 Apr 2025 09:18:20 GMT

Absolutely! Converting to text works, JMP handles it well.

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