Bank of America workflow

Convert Bank of America statements to CSV

StatementForge extracts transaction rows from downloaded Bank of America statement PDFs and exports them as CSV or Excel files.

CSV export for Bank of America statement transactions
PDF input CSV output Review rows

No credentials needed

Download your statement PDF yourself and convert it without sharing bank login details.

Spreadsheets and accounting

Export reviewed rows to CSV, XLSX, QBO, OFX, QIF, or JSON.

Browser-only conversion

Statement contents stay in your browser during parsing.

1
Choose bank statement PDF step

Choose the statement

Choose a text-based bank statement PDF, add a batch on bulk plans, or paste statement text when a PDF is locked.

2
Parse transactions from a bank statement step

Extract transactions

StatementForge looks for dates, descriptions, withdrawals, deposits, net amounts, and balances.

3
Review extracted statement rows step

Review rows

Check and edit the transaction table before exporting, especially for unusual layouts or rows that need manual review.

4
Export bank statement data step

Export the file

Download CSV, XLSX, JSON, QBO, OFX, or QIF depending on the workflow you need.

Bank of America-style statement rows converted into CSV
Browser-only CSV

Useful for

Small business reviewPrepare Bank of America statement activity for bookkeeping cleanup.Transaction searchFind transaction descriptions quickly after the PDF is converted into rows.Combined exportsAdd multiple statement PDFs and export one combined table.

Before you export

  • Works best with downloadable text-based PDF statements. Local image-to-text can read the first 8 scanned pages and needs manual review.
  • Always review exported rows before importing them into accounting software.
  • StatementForge is not a bank integration. It converts statement files that you provide.

Is this an official Bank of America tool?

No. StatementForge is an independent converter for files you download yourself.

Can I export Bank of America statements to Excel?

Yes. Use XLSX export after reviewing rows.

Can I use the output with QuickBooks?

You can export CSV or QBO, then review the import inside QuickBooks.

Does StatementForge save the PDF?

No. The conversion happens locally in your browser.

Convert a Bank of America statement PDF.Convert now