Do you want to highlight information about a transaction or want to hide the information of a specific part in the bank statement? For all these use cases, you must know how to edit a bank statement since it is a confidential document, and you cannot take any risks here.
In this article, we will share two ways anyone can edit their bank statement: to edit text, add protection, or highlight some part of the text in the file.
Part 1. Edit Bank Statement PDF on Windows, Mac, Android and iOS Using UPDF
You may modify your bank statements using UPDF, a PDF editing program that is accessible on the Windows, Mac, iOS, and Android operating systems. In order to alter a bank statement, it provides PDF annotating, PDF form, and editing functions. After you create a bank statement, it may be customized by changing the graphics, text, signatures, and other elements using UPDF's editing capabilities.
However, in order to access all of these UPDF capabilities, you must first download the program on your device. After that, you may do the following actions:
1.Open UPDF and open PDF document in it
Open UPDF software on your device and click the "Open File" button. After clicking this button, you can select the PDF file from the files available on your device. Once the PDF opens in reader mode, you can use editing features in UPDF to edit it.
2. Click edit and double-click Text to make it editable
Using the "Edit PDF" button, double-click any text field to make it editable in the PDF document. When you see that the text is editable, you may modify the font, size, and style of the text, add or delete text without affecting the rest of the page, and more.
3.Click Comment and choose annotation tools.
If you want to annotate a bank statement by adding pencil drawings, text box comments, or highlighting text in the PDF, click on the "Comment" option and select the tool you need.
Additionally, you can add a signature to the bank statement using the Signing tool. Create a signature with the keyboard, mouse, or import a signature image, then place it in the signature field.
Also Read: How to Sign a PDF Document >>
4.Use Save As for saving changes to a new file.
After making all the edits, click "Save as other" and pick a saving option for your document. Use "Save" to save all changes in the original file, or use "Save As" to save all your changes into a new PDF file without disturbing the new one.
Why Recommend Using UPDF?
Although numerous online tools can be used without installing anything, UPDF is still our top recommendation. Here are the reasons.
- You don't have to submit your statement somewhere else since it is offline, which is ideal for privacy and security.
- When editing a statement with UPDF, the rest of the document stays untouched, so there are no formatting or data integrity issues.
- UPDF ensures to maintain the same font, size, and style so that you don't have to manually set things when editing text.
- You get UPDF Cloud with it, which can synchronize your progress across all devices and organize your PDF documents securely.
Hence, it is clear how UPDF improves your experience of working with PDF documents with its reliability and performance. So, you can download it and try it for free or purchase the UPDF Pro version with a cheap price to unlock all the premium features available.
If you want to learn how to edit PDF, please watch the video below:
Part 2. FAQS About Editing Bank Statement
Q1. How to edit a bank statement template?
You can use UPDF to edit a bank statement template. The bank statement template usually has a header & footer, main content on top, and tables that contain transaction information and other details. So, you can open UPDF and click "File" > "Open" and choose your PDF bank statement. Click "Edit PDF" and then double-click on a text to make it editable. This way, you can change the whole bank statement template without disturbing its original layout.
Q2. How to edit bank statements on your iPhone?
To edit your PDF bank statement files on your iPhone, open the UPDF application and open the bank statement in it by clicking the "+" button. Now navigate to the right top and tap "T" > "Text" > tap on Text in PDF to make it editable and edit as you want. To save your work, tap the arrow next to the "Home button" and tap "Save."
Q3. Can you rename transactions on your bank statement?
No, you cannot legally rename transactions on a bank statement, as it must accurately reflect all transactions. If there's a transaction you prefer to keep private, this can be an issue. If the transaction is an incoming payment, you might ask the sender to use a different method or description.
Conclusion
Do you need to edit the bank statement? It could be for hiding some information before sharing it or making some part of the statement highlighted for multiple reasons. No matter what your use case is, it is crucial to know the right method for editing a bank statement since it is a sensitive document. With the methods discussed here, you can easily edit anything in the bank statement.
If you want the best experience of editing bank statements, you must go for UPDF since it allows you to conveniently and professionally edit PDF documents without changing formatting or data integrity. Download UPDF on your devices and try it to see how easy it is to edit bank statements with UPDF.
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