Can I convert a U.S. Bank PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from U.S. Bank online do. Scanned paper statements cannot be read.
U.S. Bank Statement to Excel: Download and Convert
How to download a U.S. Bank 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.
U.S. Bank statements
- What U.S. Bank gives you
- Spreadsheet (CSV), Quicken (QFX) and QuickBooks (QBO)
- How far back
- Up to 18 months of history can be downloaded. Older transactions are only on your statements.
- How we read it
- The QFX download works too: insytesBI reads it directly, including the closing balance the bank puts in the file.
Download your U.S. Bank transactions
- Sign in to U.S. Bank online banking on a computer. The download is not in the mobile app.
- Select the account whose history you want.
- In the Transactions tile, select the download icon in the top right corner.
- Choose the date range and Spreadsheet (.CSV), then select Download.
Frequently asked questions
What does U.S. Bank let me download?
Spreadsheet (CSV), Quicken (QFX) and QuickBooks (QBO)
How far back can I download U.S. Bank transactions?
Up to 18 months of history can be downloaded. Older transactions are only on your statements.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.