How do I convert a bank statement PDF to CSV?

Upload your bank statement PDF to ConvertStatement.com. The tool automatically extracts transactions and lets you download a clean CSV file. It works with statements from 15 US and European banks including Chase, Bank of America, Wells Fargo, Barclays, HSBC, Revolut, and more. Try 10 pages free without signing up, or create a free account for 50 pages per month.

What banks does ConvertStatement support?

ConvertStatement has dedicated rule-based parsers for 15 banks: Chase, Bank of America, Wells Fargo, Capital One, Citibank, U.S. Bank, PNC, TD Bank (US), and Barclays, HSBC, Santander, Revolut, N26, Deutsche Bank, ING (Europe). You can request support for your bank if it's not yet listed.

What output formats are available?

ConvertStatement exports to four formats: CSV (universal spreadsheet format), Excel XLSX (native Microsoft Excel), OFX (Open Financial Exchange for financial software), and QBO (direct import for QuickBooks). All four formats are available on every plan, including the free tier.

Is my bank data safe when using ConvertStatement?

Yes. ConvertStatement processes files entirely in memory. No bank data is stored, logged, or shared. All transfers use HTTPS encryption. Your bank statement data is deleted from memory as soon as processing completes and the result is returned to you.

How much does ConvertStatement cost?

ConvertStatement offers a free tier with 50 pages per month (all formats, requires free account). You can also try 10 pages without signing up. Paid plans start at $9/month for 300 pages, $29/month for 1,500 pages with batch processing, and $59/month for 5,000 pages with API access. All formats included on every plan.

Can I convert multiple bank statements at once?

Yes. The Pro plan ($29/month) and Business plan ($59/month) include batch processing, allowing you to upload and convert multiple bank statement PDFs simultaneously.

How do I import a bank statement into QuickBooks?

Upload your bank statement PDF to ConvertStatement, then download it in QBO format. In QuickBooks, go to Banking > Upload Transactions and select the QBO file. QuickBooks will import all transactions automatically. ConvertStatement's QBO export is formatted specifically for QuickBooks compatibility.

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April 2, 2026

How to Convert a Bank of America Statement to Excel

Extract transactions from your Bank of America PDF statement and download as an Excel XLSX file. Works with checking, savings, and credit card statements.

Why you might need your BofA statement in Excel

Whether you're reconciling monthly expenses, preparing tax documents, or analyzing spending patterns, having your Bank of America transactions in a spreadsheet makes the work dramatically easier.

Excel lets you sort by date, filter by amount, create pivot tables by category, and use formulas to calculate totals. None of this is possible with a static PDF.

Download your statement from Bank of America

Log in to bankofamerica.com. Navigate to your account and click "Statements & Documents." Select the month you need and download the PDF.

Bank of America provides separate statements for checking, savings, and credit card accounts. ConvertStatement's dedicated parser handles all three types with specific logic for each format.

Convert to Excel in 3 steps

1. Go to convertstatement.com 2. Drag and drop your BofA PDF 3. Click the Excel button to download

The Excel file includes properly formatted columns: Date, Description, Amount, Balance, and Type. Dates are formatted as actual Excel dates (not text), so sorting and filtering works correctly out of the box.

What the Excel file contains

The generated XLSX file has a clean, structured format:

- Sheet name: Your bank name and statement period - Header row: Date, Description, Amount, Balance, Type - Data rows: Every transaction extracted from your statement - Number formatting: Amounts are stored as numbers (not text) so Excel formulas work immediately - Date formatting: Proper date values that sort chronologically

You can immediately start using SUM, VLOOKUP, pivot tables, or any Excel feature without cleanup.

BofA checking vs. credit card format differences

Bank of America checking statements show transactions in chronological order with deposits and withdrawals in a single column (positive/negative amounts). The running balance is shown after each transaction.

Credit card statements separate purchases, payments, and fees into different sections. Our parser normalizes both into the same clean format: one row per transaction with a consistent amount sign convention (negative for debits, positive for credits).

Also available: CSV, OFX, QBO

Excel not what you need? ConvertStatement also exports to:

- CSV — Universal format for any spreadsheet or database import - OFX — Open Financial Exchange for Quicken, Sage, and other financial software - QBO — Direct import into QuickBooks Desktop and Online

All formats are available on every plan, including the free tier (50 pages/month).

Ready to convert your statement?

Upload your bank statement PDF and get CSV, Excel, OFX, or QBO in seconds. No signup required for your first 10 pages.

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