Bank of America statements
Convert a Bank of America statement to Excel, CSV, or QBO.
Upload the PDF from Statements & Documents and get one row per transaction: additions and subtractions merged into a signed column, each account in a combined statement kept apart, and the ending balance proved against the printed one.
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- Combined statements split by account
- Checking, savings, and card
- Excel, CSV, or QBO out
Export transactions
1,284 rowsFormat
| Date | Description | Amount |
|---|---|---|
| 2025-10-24 | STRIPE PAYOUT 4af2c9 | +4,820.00 |
| 2025-10-23 | AWS EMEA SARL | −1,204.00 |
| 2025-10-22 | WHOLE FOODS MKT | −112.88 |
PDF statement you upload
24/10 STRIPE PAYOUT 4af2c9........4,820.00
23-10 AWS EMEA SARL us-east-1 1,204.00-
22 OCT WHOLE FOODS MKT #214 112.88
21/10 UBER *TRIP..............24.40
20-OCT-2025 GUSTO PAY 9931 18,440.00
[illegible: scan quality]
Excel file you download
One PDF, several accounts, and no column you can sum.
A Bank of America statement is printed to be read in order: additions in one section, subtractions in another, checks in a third, service fees in a fourth, and a daily ledger balance table at the end that looks like data and is not. Combined statements make it harder still: checking, savings, and sometimes a card all sit inside a single PDF, so a copy-paste that already lost the sign on every amount now also loses which account the row belonged to. That is the file a bookkeeper is handed, usually for twelve months at a time.
How it works
Convert a Bank of America statement, screen by screen
- 01
Upload the PDF
Drag in the statement as downloaded, combined statements included. Scanned copies, multi-page files, and password-protected PDFs all work, up to 50 MB.
Drop the PDF in, or forward the statement email from Bank of America to your private import address. The run shown here is a Chase statement: the flow is identical whichever bank printed yours. - 02
Confirm the import
Review the queued file and set whether statements carrying warnings still count in your analytics. Nothing is read until you confirm.
The warning types that will still count toward analytics are named before anything is extracted. - 03
Let it parse
Each account inside the PDF is identified separately, its sections are merged into one signed table, and its beginning and ending balances are reconciled.
The activity panel names the stage and the seconds elapsed, so a long statement never looks stuck. - 04
Check the rows
Anything the parse was unsure of is flagged on the statement before you open it. Inside, the ledger sits beside the statement page with the row under review boxed in both panes, so verifying a figure means looking at it, not hunting for it.
The row under review, boxed in the ledger and in the statement page it was read from. - 05
Export
XLSX for Excel, CSV for anything downstream, or an OFX/QBO file QuickBooks imports directly.
Excel selected, the columns chosen and ordered, and the rows previewed before the file is written.
Before you convert
How to download your Bank of America statement
The statement archive sits under the Accounts tab in Online Banking.
- 1
Sign in to Online Banking
Use the browser experience. It holds the full archive and the request tools for older periods.
- 2
Open Statements & Documents under Accounts
Statements, notices, and tax documents for every enrolled account are filed together here.
- 3
Select the account and the statement period
Statements are listed by closing date. Combined statements appear once, under the account they are grouped by.
- 4
Download the PDF
Save the whole document rather than printing a page, so the section subtotals and the ending balance come with it.
Copies of older statements (Bank of America lets you request them going back about seven years) are prepared through the Request statements tab and stay available to download for a short window once ready.
Built for the way these statements are printed
Combined statements stay separated
Checking, savings, and card activity inside one PDF are parsed as distinct accounts and carry an account column into the export, so nothing gets totalled across two balances.
Additions and subtractions, signed
The printed sections become one Amount column: negative for withdrawals, checks, and service fees, positive for deposits and interest.
The ledger balance table left out
Daily ledger balances are read for the reconciliation check and kept out of the default export, because they are the fastest way to double-count a month.
Categories already applied
Rows arrive categorized and the merchant resolved from the narration, so the first pivot table is spend by category rather than a cleanup queue.
Twelve months in one pass
Upload a year of statements together and export a single sheet, with each row traceable back to its statement and account.
Card statements included
Bank of America credit card statements convert with purchases as debits, payments as credits, and interest charges categorized as fees.
What comes out of the statement
The printed sections on the left, the columns you can work with on the right.
| On the statement | In the export |
|---|---|
| Deposits and other additions | Positive signed amounts, with transfers and payroll separated by category. |
| Withdrawals and other subtractions | Negative signed amounts with the full narration and any reference kept intact. |
| Checks | Negative amounts with the check number in its own column, in the order printed. |
| Service fees | Negative amounts categorized as bank fees so a month's fees total on their own. |
| Daily ledger balances | Used to verify the month, not exported by default. |
| Account header | Account name and last four digits, carried on every row of a combined statement. |
A worked example of this exact statement type (a Core Checking PDF read into the workspace, with every figure pointing back at the line it came from) is on the live example page.
FAQ
Common questions
How do I convert a Bank of America statement to Excel?
Download the PDF from Statements & Documents in Online Banking, upload it, let it parse and reconcile against the printed ending balance, review the rows beside the page, then export as XLSX with one row per transaction.
What happens to a combined statement with several accounts?
Each account inside the PDF is parsed separately, reconciled against its own balances, and tagged with its account name and last four digits in the export, so a combined statement never becomes one undifferentiated pile of rows.
Can I convert statements older than what is online?
Yes: the conversion reads the file, not your banking session. Request the older copies from Bank of America, save the PDFs, and convert them whenever you like.
Do the check numbers survive?
Yes. Checks come across with their number in a dedicated column and a negative amount, matching the printed check section.
Can the result go into QuickBooks?
Yes. Export as OFX/QBO and import it in QuickBooks Online or Desktop, or take the CSV into Xero, Sage, or a spreadsheet template of your own.
Does a scanned statement convert?
Yes. Image-only pages run through OCR first. They convert, and they are the pages most worth a second look during review.
Converting a statement from a different bank?
The same workspace, written up for the format each bank prints.
Keep exploring
Bank Statement → Excel
Download a clean XLSX of every parsed transaction.
Bank Statement → CSV
Export filtered rows as CSV for any downstream tool.
Bank Statement → OFX
Plain OFX for Xero, GnuCash, and Moneydance.
PDF → QBO
One-click QBO conversion for QuickBooks Desktop and Online.
Live example
A real Bank of America statement read into transactions you can trace back to the page.
One PDF in, one clean sheet per account out.
Upload a Bank of America statement, check the rows against the printed page, and download the spreadsheet.