Credit card statement to Excel
Drop a card statement and get clean columns. Works with any text-based PDF; the issuers below have been checked against their real layout.
Drop your credit card 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.
QuickBooks (.qbo)Quicken (.qfx)By issuer
- AmexDate · Description · Amount
- ChaseDate of Transaction · Merchant Name or Transaction Description · $ Amount
- Capital OneTrans Date · Post Date · Description · Amount
- CitiSale Date · Post Date · Description · Amount
- DiscoverTrans Date · Post Date · Description · Amount · Category
- Bank of AmericaTransaction Date · Posting Date · Description · Reference Number · Amount
- Wells FargoTrans Date · Post Date · Reference Number · Description · Credits · Charges
- Apple CardDate · Description · Daily Cash · Amount
Why card statements are harder than bank statements
Three differences, and each one is a way for a converter to go wrong.
Two dates. Most issuers print the date you made the purchase and the date it posted, in adjacent columns a day or two apart. The gap between them is narrow, so they are the columns most likely to end up merged into one cell.
Sections instead of a flat list. Transactions are grouped under headings — payments and credits, purchases, fees, interest. Those headings sit alone on a line with no amount, so a converter that keeps them as rows leaves blank-amount lines scattered through your file.
No running balance. A bank statement proves itself: every balance equals the one above plus that row's movement. A card statement gives you only a closing figure for the period, so there is nothing to check each row against. Total the charges yourself and compare against the statement's own total — that is the only end-to-end check there is.