Convert credit card statements to Excel
Upload a credit card statement PDF from Chase, American Express, Capital One, Citi, Discover or another card issuer and get a clean Excel, CSV, QuickBooks or Xero file, checked against your previous and new balance.
272,160 statements converted
or drop a statement here. PDF or photo, up to 20 MB.
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Banking in the UK? Convert UK statements
How credit card statements are converted
- Signs your software expects. Card statements print purchases as positive figures and payments as credits. We turn that round, so purchases, fees and interest are money out and payments and refunds are money in. That is how QuickBooks and Xero import a card account.
- Checked against your balance. The previous balance, plus every purchase and less every payment, has to equal the new balance printed on the statement, or we tell you.
- Payments are not income. Paying off the card is marked as a transfer between your own accounts. Refunds are flagged for you to check, because they reduce an expense rather than count as gross receipts.
- Transaction dates kept. When a statement prints both a transaction date and a posting date, the file uses the transaction date.
Works with PDF statements from
and most other US banks and credit unions. Bank names and logos belong to their owners; we are not affiliated with any bank.
Balance-checked
Every conversion is checked against the beginning, ending and running balances printed on your statement, so you know nothing is missing.
Private
Your file is deleted as soon as it is converted. The converted transactions are deleted after 24 hours.
Ready for tax time
Transactions are sorted into IRS Schedule C lines if you are self-employed, or Schedule E if you rent out property, with totals you can check.
Importing the file? Step-by-step guides: Xero · QuickBooks Online
Try it
Convert and preview any statement with no sign-up.
- Preview the transactions and balance check
- Download your first statement free with an account
Pay once
12 statements: a full year of monthly statements.
- Excel, CSV, QuickBooks and Xero
- Use within 12 months
- No subscription
Monthly
Up to 50 statements a month.
- For bookkeepers and landlords with several accounts
- Everything in Pay once
- Cancel any time
Need more?
Accountant, CPA or bookkeeper converting statements for clients? Tell us what you need and we will set you up.