Bank of America separates checking and savings on the same statement. How does the converter handle that?

Bank of America multi-account statements include section headers that divide checking from savings activity. StatementToExcel reads these sections and outputs all transactions in chronological order. If you want to analyze accounts separately, you can filter the Account or Description column in Excel after conversion.

Does the converter work with Bank of America credit card statements too?

StatementToExcel is primarily designed for bank deposit account statements (checking and savings). Bank of America credit card PDFs have a different layout and may produce partial results. For best accuracy, use checking or savings statements — not credit card or loan statements.

My Bank of America statement shows Zelle transfers. Will those descriptions come through?

Yes. Zelle transfers in Bank of America statements appear as ACH or electronic payment entries in the transaction list. The converter captures the full description text including the recipient name or memo if Bank of America includes it in the PDF, so your spreadsheet accurately reflects each transfer.

Bank Statement Converter

Convert Bank of America statement to Excel, CSV, or QuickBooks (QBO)

Bank of America operates one of the broadest branch and ATM networks in the country, issuing multi-account PDF statements that separate checking, savings, and credit activity into clearly labeled sections. Each section lists posted transactions with dates, full merchant descriptions, debit and credit columns, and a running end-of-day balance. StatementToExcel reads Bank of America's section-based PDF format and assembles every transaction into a single chronological spreadsheet. Accountants reconciling high-volume checking accounts, households building monthly budgets, and small business owners preparing QuickBooks imports all rely on the converter to extract Bank of America data without re-typing a single row.

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How to convert your Bank of America statement — 3 steps

No software to install. Works on Mac, Windows, and any browser.

01
Download your Bank of America PDF statement
Log in to your Bank of America online banking portal and download the statement for the period you need as a PDF. Most banks keep at least 24 months of history available. If your statement is multi-page, download the full document — StatementToExcel handles any page count.
02
Upload the PDF above
Drag and drop your Bank of America PDF into the upload area, or click to browse. The file is parsed entirely in the cloud and the transaction data is never written to any database. Processing typically completes in under ten seconds even for lengthy statements.
03
Download Excel, CSV, or QBO
Choose your output format. Excel (.xlsx) is ideal for analysis and sharing. CSV works with any accounting tool. QBO (.qbo) imports directly into QuickBooks Online and QuickBooks Desktop — preserving dates, descriptions, and amounts so your chart of accounts matches without manual entry.

What columns appear in your Bank of America Excel file?

Every converted statement outputs four standard columns — the same ones your accountant, bookkeeper, or QuickBooks import expects.

Date

The posting date of each transaction, exactly as it appears on your statement. Year, month, and day — formatted for immediate sorting in Excel.

Description

The full merchant name, ACH narrative, wire reference, or check description. Multi-line descriptions from the PDF are reassembled into a single cell so nothing is lost.

Amount

Positive values for credits (deposits, refunds, interest); negative values for debits (purchases, withdrawals, fees). One column means one sort to find your biggest expenses.

Balance

The running account balance after each transaction, captured directly from the statement. Useful for spotting dips below a threshold or verifying a specific day's position.

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Zero data retention — your transactions stay yours

StatementToExcel processes your PDF in an isolated cloud function and streams the result directly to your browser. Your transaction data — dates, amounts, balances, merchant names — is never written to any database or log. The moment your file is converted and downloaded, every trace of it is gone from our servers. We do not store PDFs, extracted rows, or account numbers. You are not creating an account with your bank data; you are using a conversion tool that forgets the work the instant it finishes.

Frequently asked questions — Bank of America statements

Common questions from Bank of America customers who convert statements to Excel or QuickBooks.

Convert Statements from Other Banks

StatementToExcel supports 50+ US banks. Choose your bank below to get started.

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