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Bank statement converters by bank
Step-by-step guides for converting PDF statements from specific banks into clean CSV or Excel — no copy-paste, no bank logins.
Chase
Turn JPMorgan Chase checking, credit card, and business PDF statements into tidy spreadsheet rows for budgeting, taxes, and accounting.
Bank of America
Turn Bank of America Advantage checking, savings, credit card, and business PDF statements into tidy spreadsheet rows for budgeting, taxes, and accounting.
Wells Fargo
Turn Wells Fargo checking, savings, credit card, and business PDF statements into tidy spreadsheet rows for budgeting, taxes, and accounting.
Citibank
Turn Citibank checking, savings, and Citi credit card PDF statements into tidy spreadsheet rows for budgeting, taxes, and accounting.
Capital One
Turn Capital One 360 bank and credit card PDF statements into tidy spreadsheet rows for budgeting, taxes, and accounting.
U.S. Bank
Where to find U.S. Bank statement PDFs, when the bank's own CSV or QBO download is enough, and how to convert older statements into spreadsheet rows.
PNC Bank
Where PNC keeps statement PDFs in Online Banking and the app, how far back they go by account type, and how to convert them to spreadsheet rows.
American Express
Turn American Express Gold, Platinum, and Blue Cash PDF statements into tidy spreadsheet rows for expense reports, taxes, and accounting.
Discover
Turn Discover credit card and Discover Bank checking or savings PDF statements into spreadsheet rows for budgeting, expense reports, taxes and bookkeeping.
Chime
How to export a Chime statement PDF from the app or website and convert it to spreadsheet rows, including statements with several account sections.
Cash App
How to get a Cash App monthly statement PDF and convert it to spreadsheet rows, and how to avoid counting bank-funded transfers twice in your books.
Navy Federal
Where Navy Federal statements live in digital banking, why to save them before 36 months pass, and how to convert a combined statement to spreadsheet rows.
Truist
Where Truist keeps statements in online banking and the app, how far back they go by product, and how to convert the PDF to spreadsheet rows.
USAA
Where USAA keeps statements in My Documents, how to reach statements older than 18 months with the filter, and how to convert them to spreadsheet rows.
Charles Schwab
Turn Schwab Bank checking and savings PDF statements into spreadsheet rows, and know what happens to the brokerage sections when one PDF covers both.
SoFi
How to download a SoFi Checking and Savings statement PDF, what SoFi's own transaction export gives you, and how to turn the statement into spreadsheet rows.
BECU
How to download a BECU eStatement PDF from Online Banking and turn it into spreadsheet rows, and when BECU's own CSV, QFX or QBO download is enough.
Bluevine
How to download a Bluevine Business Checking statement PDF from the dashboard and convert it to spreadsheet or accounting rows, including sub-account statements.
Mercury
How to download a Mercury statement PDF, when Mercury's own CSV or Excel export already does the job, and how to convert the PDF when it is all you have.
Novo
How to download a Novo business checking statement PDF from the app or website and convert it to spreadsheet rows for your books or your accountant.
HSBC
Turn HSBC personal and business PDF statements from any region — UK, Hong Kong, US, UAE and more — into tidy spreadsheet rows for budgeting, taxes, and accounting.
Barclays
Turn Barclays current account, Barclaycard, and business banking PDF statements into tidy spreadsheet rows for budgeting, VAT, and bookkeeping.
TD Bank
Turn TD Bank checking, savings, and credit card PDF statements into tidy spreadsheet rows for budgeting, taxes, and accounting.
ICICI Bank
Turn ICICI Bank savings, current, and credit card PDF statements — including password-protected ones — into tidy spreadsheet rows for GST, accounting, and reconciliation.