Convert SoFi credit card statement to CSV

How do I convert a SoFi credit card statement to CSV?

1. Download the SoFi credit card statement PDF. In the SoFi app open Credit Card then Statements and pick the month; on the web, click View statement on the Credit Card tile, then View next to the statement you want.
2. Convert it on your device. Drop the PDF into the converter on this page. LedgerClip rebuilds the transactions in your browser — nothing is uploaded — checks the totals reconcile, then lets you save a CSV file.
3. Import into a spreadsheet or accounting app. Open your spreadsheet or accounting app. Choose File then Import (or your accounting tool’s transaction-import screen) and pick the CSV. Map the Date, Description and Amount columns if the tool asks, then finish the import.

Where do I download my SoFi credit card statement?

In the SoFi app open Credit Card then Statements and pick the month; on the web, click View statement on the Credit Card tile, then View next to the statement you want. It downloads as a text PDF that LedgerClip reads directly, and a scan or photo works too. See SoFi's official statement help.

How do I import the CSV file into a spreadsheet or accounting app?

1. Open your spreadsheet or accounting app.
2. Choose File then Import (or your accounting tool’s transaction-import screen) and pick the CSV.
3. Map the Date, Description and Amount columns if the tool asks, then finish the import.

CSV is the universal format — it carries no bank identity, so any tool that imports transactions will accept it, and you can open it to eyeball the rows before importing.

What's in the CSV file?

Each transaction becomes one row with the posting date, the description exactly as SoFi printed it, the amount with the right sign, and the running balance when the statement prints one. The opening and closing balances are checked against the total, so an incomplete extraction is caught before you import. On a credit card, purchases come out as negative amounts and payments or credits as positive, and the QuickBooks export is written as a credit-card account so QuickBooks files it correctly.

Is my SoFi credit card statement uploaded anywhere?

No. The PDF is opened by code running in your browser and never leaves your device — the byte counter on the converter above stays at zero the whole time. There is no account and no sign-up to convert.

Frequently asked questions

Does the SoFi statement have to be a downloaded PDF, or can I use a scan or photo?

Both work. A statement downloaded from SoFi 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 SoFi statement uploaded anywhere?

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 CSV file contain?

Date, description, and the signed amount — purchases as negative, payments and credits as positive — plus 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 card

LedgerClip reads credit-card statements from every major issuer — also convert American Express, Discover, Capital One to CSV, or see every supported bank and card. Need the SoFi bank statement instead? Convert the SoFi bank statement.

Also available for SoFi: Excel, QuickBooks, Xero, Wave, Google Sheets. If your SoFi statement does not parse, report it and the layout is added within days. Updated September 2026.