Convert Bank of America statement PDF to Excel, CSV or QBO

Sign in at bankofamerica.com and open the account. On the activity tab use Download and pick the Excel/spreadsheet format to save recent transactions as a file. Monthly statements are under Statements & Documents — those download as PDFs. If the period you need is only offered as a PDF statement, convert that PDF in the tool above and export Excel, CSV or QBO.

The activity download in online banking only covers a limited window. Older months — and statements for closed or transitioned accounts — are typically available only as PDF statements. This converter reads those PDFs directly, so any statement month you can download can also become a spreadsheet.

Yes. Bank of America statements print complete MM/DD/YYYY dates, and longer payee lines sometimes wrap onto a second row. The parser keeps the full date, merges wrapped description lines into one transaction, and treats amounts with parentheses or minus signs as negative.

The statement text is parsed on our server and handled as described in the Privacy Policy.

When the statement's beginning and ending balances are detected, the tool checks that beginning balance plus all parsed transactions equals the ending balance, and shows a green match badge (or a warning with the exact difference). You can edit any row in the preview until it matches, then export with confidence.

Your Gumroad receipt — emailed instantly after purchase — shows the license key. If it has gone missing, search your inbox for "Gumroad" and open the receipt to copy the key. Once retrieved, use the "Enter license key" link in the top navigation to unlock full exports again.