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Bank of America

Convert Bank of America Statement to Excel or CSV

Transform your Bank of America PDF bank statements into usable Excel or CSV files in just a few clicks.

About Bank of America

Bank of America is the second-largest bank in the United States, serving approximately 68 million consumer and small business clients. Their PDF bank statements include a transaction summary, itemized deposits and withdrawals, and daily balance information with clear column headers.

Pro tip — How to download your statements

In Online Banking, navigate to Statements & Documents > Statements. Bank of America retains statements for up to 7 years. Select PDF format for the best conversion results.

Bank of America statement format

Here's what a Bank of America PDF statement looks like and what matters for extraction.

Columns
Date Description Amount Balance
Date format
MM/DD/YYYY
Decimal separator
period (1,234.56)
Running balance
Yes
Multi-line labels
Yes

Bank of America consumer checking statements split activity into separate sections (Deposits and other additions, Withdrawals and other subtractions, Checks, Service fees). Each section repeats its own column header, and a Daily Ledger Balances summary appears near the end. Descriptions for card and ACH transactions often wrap across two or more lines.

Download your Bank of America statement as PDF

  1. 1 Sign in to Online Banking at bankofamerica.com.
  2. 2 Open the account you want, then select the Statements & Documents tab.
  3. 3 Choose Statements and pick the statement period you need.
  4. 4 Open the PDF and download it (statements are retained for roughly 7 years).
  5. 5 On the mobile app: tap the account, then Statements & Documents, and select the period to view or save the PDF.

Extraction pitfalls to watch

Format quirks to know before converting a Bank of America statement.

  • Activity is grouped by type (deposits, withdrawals, checks, fees) rather than in one chronological list, so a naive parser can output transactions out of date order.
  • Each section reprints its own column header and subtotal row; these repeated headers and subtotals must not be ingested as transactions.
  • Card and ACH descriptions frequently wrap onto multiple lines, which can split a single transaction into several rows if line-merging is wrong.
  • The Daily Ledger Balances table at the end lists balances by date and is easily mistaken for transaction rows.

Export formats

CSV Excel (XLSX)

Works with

QuickBooks Xero Wave NetSuite

How to convert your Bank of America statement

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Download your Bank of America statement

Log into your Bank of America online banking, download your statement as PDF, then upload it to BankStatementLab.

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Automatic extraction

Our engine analyzes your Bank of America statement and automatically extracts all transactions: dates, descriptions, amounts.

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Export to Excel or CSV

Download your structured file and import it into Excel, Google Sheets, or your accounting software.

Why convert your Bank of America statements with us?

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Bank of America compatible

Our tool is optimized for Bank of America statements. Format automatically recognized.

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5 credits included

5 credits on signup, then 5/month. No credit card required to sign up.

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Secure and confidential

Your PDFs are never stored. TLS 1.3 encryption.

Instant export

Conversion in less than a minute. Instant download.

FAQ - Bank of America Statement Conversion

Log into your Bank of America online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.

Yes, our tool is compatible with Bank of America checking accounts, savings accounts, and joint accounts. Both recent and older formats are supported.

Absolutely. We use TLS 1.3 encryption and your PDFs are never stored. We never store your banking credentials.

Yes, you can upload up to 5 files simultaneously. Each page uses 1 credit (5 on signup, then 5/month).

Bank of America statements group activity into separate sections (deposits, withdrawals, checks, service fees) instead of one chronological list. Our converter reads the date on each row, so you can re-sort the resulting CSV or Excel file by the Date column to get a single chronological ledger.

Yes. Download each monthly PDF from Online Banking under Statements & Documents (Bank of America keeps about 7 years available), then upload them together. Each page counts as one credit and the output keeps Date, Description, Amount, and Balance columns.

Yes. Card purchases and ACH entries on Bank of America statements often wrap across two or more lines. The converter merges those continuation lines back into a single transaction so each row in your CSV or Excel file is one complete entry.

Ready to convert your Bank of America statements?

Create your free account. 5 credits on signup, then 5/month. 1 credit = 1 page.

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