Bank of America statement to Excel
Drop a Bank of America PDF below and get a spreadsheet with the columns split the way the statement prints them. The file stays in your browser.
Drop your Bank of America PDF statement here
or click to choose a file · nothing is uploaded
Import straight into accounting software
A CSV leaves you at the door of QuickBooks or Quicken; these formats walk in, with each transaction carrying an id so a re-import can't duplicate it. The plain .ofx is the same file without the Intuit tag, for GnuCash, Moneydance and anything else that reads a bank feed.
QuickBooks (.qbo)Quicken (.qfx)Plain .ofxWhat a Bank of America statement looks like
| Columns | Date · Description · Amount · Balance |
|---|---|
| Amounts | one amount column carries both, with money out negative |
| Date format | MM/DD/YY |
Bank of America splits the statement into separate deposits and withdrawals tables rather than one running list, so a converted file often has two blocks with their own headers. Both use the same column positions, which is why the columns still line up.
How Bank of America writes its transaction lines
Debit card purchases arrive as CHECKCARD, a four digit date, the merchant, the city and state, and then a long trailing digit string that is the card's reference. That trailing number sits close to the amount column, so it is the single most common thing to end up merged into a figure on a Bank of America conversion.
What to check afterwards
Because deposits and withdrawals are printed as two separate tables, the converted file has two header rows rather than one. If you sort the whole sheet by date without removing the second header first, that header lands in the middle of your data.
How the conversion works, why scans are refused, and how to confirm for yourself that nothing is uploaded: read the details.
Where to download your Bank of America statement PDF
Under Statements and Documents once you are signed in, filtered by account. Bank of America keeps seven years for most deposit accounts, and the PDF covers one statement cycle rather than a date range you choose.
Got several cycles to combine? Merge the converted files into one sheet, then check for duplicate rows where the cycles overlap.
Bank of America statement questions
Bank of America already exports to Excel. Why convert the PDF?
Because the export covers recent activity only, and it is a different document from the statement. If you are reconciling a specific cycle, or working with something from two years ago, the PDF is all there is.
My converted file has two header rows in the middle of the data. Why?
Bank of America prints deposits and withdrawals as two separate tables, each with its own header. Both survive the conversion. Remove the second header before you sort the sheet, or it lands somewhere in the middle of your rows.