Convert Bank of America bank statement PDF to Excel or CSV

Upload a Bank of America statement PDF and get a clean transaction table — date, description, money out, money in, a signed amount and balance — ready for Excel, Google Sheets, Xero or QuickBooks. Your first statement is free.

AI-Enhanced

Smart parsing understands different bank statement layouts.

Private by design

Your statement is processed privately and deleted after processing — we never keep the file.

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Files deleted after processing

How it works

  1. 1

    Upload your PDF statement

    Drop in a statement from any bank. The file is processed and then deleted.

  2. 2

    We extract every transaction with the correct sign

    Money out becomes a negative amount, money in positive — dates, descriptions and balances kept intact.

  3. 3

    Download Excel or CSV and import anywhere

    Open it in Excel or Google Sheets, or import straight into Xero, QuickBooks or Sage.

What you get

Every conversion gives you an Excel (.xlsx) and a CSV file with these columns:

DateDescriptionMoney OutMoney InAmountBalance
12/09/2026CARD PAYMENT — GROCERIES45.20-45.20954.80

Notes on Bank of America statements

  • Bank of America statements use month-first dates (MM/DD/YY) and US dollars.
  • Transactions are listed under sections like “Deposits and other additions” and “Withdrawals and other subtractions”.
  • Withdrawals and checks become negative Amounts; deposits become positive.

FAQ

Yes. We read the statement layout rather than matching a bank template, so it works with any bank, in any currency.

Yes. Statements are processed in memory and deleted straight after processing. We never store your files and never use them for training.

Text-based PDFs only for now. We read the text inside the PDF, so a scan or photo with no selectable text can’t be converted — and nothing is deducted from your allowance if that happens.

Date, Description, Money Out, Money In, a signed Amount and Balance — as both Excel (.xlsx) and CSV.

Other banks

First statement free. Plans from $12/month, or $5 for a single statement. See pricing

Turn the next statement into a spreadsheet

Convert one statement free — no card. Files are deleted after processing.