Convert a Bank of America statement to Excel

To convert a Bank of America statement to Excel, drop the PDF below. LedgerClip rebuilds the transaction table on your device and gives you an Excel workbook that gives you numeric amounts you can total and filter straight away. Nothing is uploaded.

Drop your Bank of America statement here

or choose a file — PDF, scan, or photo

Exports to CSV, Excel, QBO, OFX and QIF
On your device

Statements are read here in your browser. Nothing is sent to a server.

0bytes uploaded

QuickBooks file details

QuickBooks only accepts .qbo files that name a supported bank. Pick yours, or keep the default, which QuickBooks accepts for any account.

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Statement format

Confirmed — Bank of America's downloaded statements are text PDFs that parse directly.

QuickBooks institution ID

Uses a QuickBooks-accepted default ID that works for any account.

Also exports

CSV, QuickBooks

Getting the PDF from Bank of America

In Online Banking open the account, click Statements & Documents, pick the statement date and choose Download PDF. Bank of America statements downloaded this way are text PDFs and parse directly. A scan or photo also works, read on your device with OCR.

What you get

Each transaction becomes one row with the posting date, the description exactly as Bank of America printed it, the amount with the right sign, and the running balance. The opening and closing balances are checked against the total so an incomplete extraction is caught before import.

Other formats

Also available for Bank of America: CSV, QuickBooks (QBO).

Questions

Can I use a Bank of America scan or photo, or does it have to be the downloaded PDF?
Both work. A Bank of America statement downloaded from online banking is read from its text and is the most reliable. A scan or a phone photo is read on your device with OCR and checked so the totals reconcile.
Is my Bank of America statement uploaded?
No. The file is opened by code running in your browser and never transmitted. The byte counter on the page shows zero throughout.
What does the Excel file contain?
Date, description, signed amount (deposits positive, withdrawals negative) and the running balance when the statement prints one.
How many statements are free?
Three a month, with every export format. Pro removes the limit.

Convert another bank

LedgerClip reads 24 banks. Convert a Excel from Wells Fargo, Citi, U.S. Bank, Capital One, or see every supported bank.

If a Bank of America statement does not parse, report it and the layout is added within days. Updated .