Hoping to find a better tool or option to do this. So, the data elements are in no way related to each other.

Unfortunately, when using automator, the dates, the vendor names, and the amounts all end up in different locations in the resulting text or rich text documents. Thankfully, there are still a few different ways to do so, including manually copying and pasting the. I am looking at some alternative applications right now like mac-pdf-converter which, I can purchase to do this, but was really hoping there were available routines within Devon or MacOS Automator to make this possible, but so far no luck with that.Īs you have stated, I would need to develop an algorithm to look at each document, identify and extract the date of purchase, tell it to look for a vendor name following that and then look for the amount. There are many ways to convert an entire PDF to an Excel document, but extracting only a certain section of data is a little harder. For instance, once the data is extracted I could manually categorize each vendor into categories like restaurants, clothing, plumbing, auto and so forth and then would be able to run a pivot by month, year, category, or vendor to show totals where needed. The goal being to calculate in the end the total spend with each vendor on an annual basis and possibly to run several pivots against the data. It is multiple credit card statements over many years. The main goal is to create a spreadsheet with each vendor that was paid, the date they were paid and the amount they were paid.

Extract data from pdf to excel