Can I convert a Bank of America PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from Bank of America online do. Scanned paper statements cannot be read.
Bank of America Statement to Excel: Download and Convert
How to download a Bank of America statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
Bank of America statements
- What Bank of America gives you
- Microsoft Excel (CSV), plus Quicken or QuickBooks formats on some accounts
- How far back
- Each download covers a limited window (about 60 days per file is commonly reported), so a full year may take several downloads. insytesBI can read each file separately.
- How we read it
- Bank of America puts a summary block (beginning balance, total credits and debits) above the transactions. insytesBI skips it and reads the transaction table underneath.
Download your Bank of America transactions
- Sign in to Bank of America Online Banking on a computer.
- Open the account and go to its Account Activity.
- Select Download, choose the statement period or a custom date range.
- Pick Microsoft Excel as the file type and select Download Transactions.
Frequently asked questions
What does Bank of America let me download?
Microsoft Excel (CSV), plus Quicken or QuickBooks formats on some accounts
How far back can I download Bank of America transactions?
Each download covers a limited window (about 60 days per file is commonly reported), so a full year may take several downloads. insytesBI can read each file separately.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.