> ## Documentation Index > Fetch the complete documentation index at: https://docs.aidocmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating a Spreadsheet from Bank Statements > How to extract transactions from a financial document using Aidocmaker.com This example demonstrates how to extract a list of transactions from a financial document, such as a bank or credit card statement, using Aidocmaker.com. ### Step 1: Select AI Model Choose an AI Model of choice, but Auto Mode is recommended ### Step 2: Optional Background Information Provide background information such as the type of document (e.g., bank statement, credit card statement) or any specific details to improve extraction accuracy. ### Step 3: Instructions Provide the instructions to extract transactions * Type the instructions Instructions Example
Extract all transactions from this bank statement
* Use Optimize button to optimize the instructions Optimized Instructions
AI optimized instructions
* Optional: You can also turn off images and web search capabilities if you want the extraction to be performed without external images or web data. ### Step 4: Reference Materials Upload the following files: * Bank or credit card statement (PDF, CSV, or Excel) Add the following URLs if needed: * Online statement access page or related documentation Imports ### Step 5: Generate and Download! Generate Download The extracted transactions will be presented in a structured format, such as a table, including: * Date * Description * Amount * Category (if available) * Balance (if available) Results Example Try extracting your own transactions on [Aidocmaker.com](https://www.aidocmaker.com)!