Convert a SoFi statement to CSV

To convert a SoFi statement to CSV, drop the PDF below. LedgerClip rebuilds the transaction table on your device and gives you a CSV file that opens in Excel, Google Sheets, Numbers and every accounting import screen. Nothing is uploaded.

Drop your SoFi 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.

You've used your 3 free statements this month

Pro is $12/month or $79/year for unlimited statements. Cancel any time from the link in your receipt; there is no lock-in and no surprise renewal.

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Statement format

SoFi statements parse on a best-effort basis; report any miss and the layout is added within days.

QuickBooks institution ID

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

Also exports

Excel, QuickBooks

Getting the PDF from SoFi

From the account choose Statements, select the month and download the PDF. A downloaded PDF parses 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 SoFi 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 SoFi: Excel, QuickBooks (QBO).

Questions

Can I use a SoFi scan or photo, or does it have to be the downloaded PDF?
Both work. A SoFi 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 SoFi 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 CSV 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 CSV from Fifth Third Bank, Regions Bank, Huntington, Citizens Bank, or see every supported bank.

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