Convert Bank of America Statements to CSV & Excel

Bank of America prints withdrawals and deposits in two columns. StatementKit merges them into a single Amount column so QuickBooks and Excel can sum the file without cleanup.

Bank of America at a Glance

Full Name: Bank of America, N.A.

Country: United States

Currency: USD

Date Format: MM/DD/YYYY

Layout: Date | Description | Withdrawals | Deposits | Balance

Accounts: Advantage, checking, savings, credit cards

Bank of America Statement Format

BoA statements open with a summary (beginning balance, deposits, withdrawals, ending balance) and then the transaction table. Copy-paste into Excel usually leaves withdrawals and deposits in two columns with blank cells — SUM breaks. StatementKit writes one signed amount per row (debits negative).

ATM lines often start with “BKOFAMERICA ATM” plus a location.
Zelle and ACH include counterparty names and reference codes.
Checks show the check number; keep it in the description for reconciliation.
Credit cards (Customized Cash, Travel) list purchases, payments, and interest separately.

How to Convert a Bank of America Statement

Sign in to bankofamerica.com → Statements & Documents → download the PDF.
Upload it to StatementKit.
Review extracted rows, then download CSV or Excel.

Frequently Asked Questions

Does this work with Bank of America credit cards?

Yes. Card statements convert alongside checking. See credit card statement to Excel.

Can I import into QuickBooks?

Yes. Use the CSV export. Dates are YYYY-MM-DD; amounts have no currency symbols.

What about Merrill or Bank of America Business?

Business checking PDFs use the same debit/credit table. Investment statements from Merrill are a different document type — upload a bank or credit card PDF, not a brokerage confirmation.