Bank of America PDF to Excel & CSV
Bank of America statements pack deposits, withdrawals and daily balances into a dense PDF layout. PivotBank extracts all of it into a clean Excel or CSV file, in your browser, in seconds, with the running balance re-checked on every line.
No sign-up required · free preview · unlock the full statement for $2.99
How to download your Bank of America statement
Log in to Online Banking at bankofamerica.com or the mobile app
Go to "Statements & Documents" for the account
Choose the statement month and download it as a PDF
Drop the file onto PivotBank and download your spreadsheet
What's supported for Bank of America
- Advantage Banking (SafeBalance, Plus, Relationship) statements supported
- Bank of America credit card statements convert with purchases itemised
- Business Advantage statements parse correctly
- Extracts date, description, amount and daily balance
- Deposits and withdrawals sections are merged into one ordered ledger
- Exports to XLSX with a totals sheet, CSV or JSON
Privacy first
Unlike other converters, PivotBank opens your Bank of America statement on your device. The file is never uploaded, and only the transaction lines can ever be sent, with your name, address, account number, IBAN and sort code stripped out first.
We never see your PDF. The only data we store is the extracted transactions of statements you explicitly choose to unlock and save to your account, which you can delete anytime.
Every format a Bank of America statement converts to
Bank of America statement to Excel and Google Sheets (XLSX)
Formatted columns, a summary sheet, and totals you can check by eye.
Bank of America statement to any spreadsheet or accounting tool (CSV)
The universal import format, accepted by every accounting tool.
Bank of America statement to QuickBooks Online (QBO)
QuickBooks' own dialect, so no column mapping on import.
Bank of America statement to Xero, Sage and FreeAgent (OFX)
Typed transactions and duplicate-safe IDs, imported with no setup.
Bank of America statement to Quicken and QuickBooks Desktop (QIF)
The format the desktop ledgers have always read.
Bank of America statement to your own scripts and pipelines (JSON)
Every transaction categorised, with the balance check included.
Bank of America conversion questions
Does it handle the separate deposits and withdrawals sections?
Yes. Bank of America lists deposits and withdrawals in separate sections; PivotBank merges them into one chronologically ordered transaction list with signed amounts.
Can I convert BofA credit card statements?
Yes, Customized Cash Rewards, Travel Rewards and other BofA card statements convert with payments and purchases separated.
Is the tool safe to use with bank statements?
Yes. The PDF is opened in your browser and never uploaded. Only the transaction lines are sent to be read, with your name, address and account number removed first. The rows read from it are kept on your statement page until you delete them.
How much does converting a Bank of America statement cost?
Yes, to preview: every statement shows its first 5 rows free, with no sign-up, checked against the balance. A one-time $2.99 unlocks the full statement and every export, or Pro covers unlimited statements.
Convert your Bank of America statement now
Free to try. No sign-up required. Preview any statement free; unlock the whole statement for a one-time $2.99.
Guides for this workflow
- Engineering10 min read
The Running Balance Is a Free Oracle for a Bank Statement Parser
Parsing a bank statement is easy. Knowing you parsed it wrong is the hard part, and there is no test set to tell you. Every statement ships with its own answer key, and this is what we learned building a parser around it, including the two places it is blind.
- Engineering7 min read
A PDF’s Text Layer Has the Right Numbers in the Wrong Order
Reading a bank statement from its PDF text is exact about figures and unreliable about order. What we do with the pages that fail: draw them, read the picture, and let the text layer veto every digit. Plus the two bugs that taught us where the check was blind.
- Guide3 min read
How to Import a Bank Statement Into Xero (2026 Guide)
Step-by-step guide to converting a bank statement PDF and importing the CSV into Xero, including the exact column mapping Xero expects and common import errors.