Convert your Bank of America statement to Excel or CSV

Upload a Bank of America checking, savings or credit card statement PDF and turn it into a clean spreadsheet for bookkeeping, tax prep or reconciliation.

  • CSV
  • Excel

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  • Secure encrypted upload
  • We never sell or share your data
  • Totals checked against your statement

Bank of America makes checking, savings and credit card statements available in Mobile and Online Banking as PDFs. Its public help pages confirm that online statements contain the same information as paper statements and may include check images, which is helpful when you need more than a recent activity export.

Use this page when you already have the BofA statement PDF and need it in Excel or CSV. The converter reads the PDF, extracts the transaction rows it can identify, and checks totals against the statement so you can review the spreadsheet before using it in your accounting workflow.

How Bank of America statements are laid out

Bank of America publicly documents that checking, savings and credit-card statements are available online in PDF format, that paperless statements contain the same information as mailed paper statements, and that check images can be included with online statements. Its public help pages do not publish exact transaction-table column names, so the Date, Description, Amount and Balance columns shown here reflect a typical statement layout rather than labels officially confirmed by Bank of America. In practice, the converter is tuned for BofA statement PDFs, including multi-page monthly statements, repeated account headers and check-image pages.

Transaction columns
Date · Description · Amount · Balance
Date format
Varies by statement type; when a row date has no year, the converter infers the year from the statement period
Length
Multi-page
File type
Digital PDF (text-based)
Password protected
Usually no
Currency
USD

How to download your statement from Bank of America

  1. 1

    Sign in to Bank of America

    Sign in to Bank of America Online Banking in a browser, or open the Bank of America Mobile Banking app.

  2. 2

    Open the account

    Choose the checking, savings or credit card account whose monthly statement you want to convert.

  3. 3

    Go to Statements & Documents

    Bank of America's public help pages direct Online Banking customers to the Accounts tab, then Statements & Documents, for statement copies and requests.

  4. 4

    Select the statement period

    Pick the monthly statement you need. Bank of America says checking, savings and credit-card statements are available online around the same date each month, based on the statement closing date.

  5. 5

    Download the PDF

    Download the statement PDF and upload that file here. If the PDF includes check images, keep them in the file because they can help with audit trails even when the spreadsheet output focuses on transaction rows.

Bank of America conversion quirks we handle

  • No public column-label source: Bank of America's help pages confirm PDF statements and check images, but they do not publish exact transaction-table columns. Treat the converted spreadsheet as the source to review, not as a claim about a single universal BofA layout.

  • Multiple statement types: BofA checking, savings and credit-card statements are all available online, but they do not all share one layout. The converter reads the PDF structure instead of assuming every account type uses the same table.

  • Check images: online statements can include check images. The converter focuses on transaction rows while avoiding check-image pages becoming duplicate transaction lines.

  • Multi-page PDFs: monthly statements can repeat account headers and statement-period details across pages. These are skipped so they do not appear as extra rows.

  • Dates without a printed year: if a transaction row only shows month and day, the converter infers the year from the statement period printed on the statement.

Bank of America bank statement FAQ

Can I convert a Bank of America statement PDF to Excel?+

Yes. Upload the Bank of America statement PDF and choose Excel or CSV as the output. The spreadsheet is meant for review, cleanup and bookkeeping, not as a replacement for keeping the original statement PDF.

Where do I download Bank of America statements?+

Bank of America's public help pages tell Online Banking customers to use the Accounts tab, then Statements & Documents. From there you can view, print, download or request statement copies, depending on the account and period.

Does this page use a verified Bank of America sample statement?+

No. This page is based on Bank of America's public help pages plus the converter's BofA parser coverage. The official pages verify PDF statements, online and paperless access, statement timing and check images, but they do not publish exact transaction-table column names.

What happens if my BofA statement only shows month and day on each row?+

When a row date has no year, the converter infers the year from the statement period, including statements that cross a calendar-year boundary.

Is it safe to upload my Bank of America statement?+

Uploads use a secure encrypted connection, we never sell or share your data, and totals are checked against your statement so you can review the output.

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