Works with all US banks

Convert US Bank Statements to CSV & Excel

Upload your bank statement PDF from Chase, Bank of America, Wells Fargo, Citi, USAA or any US bank — get a clean CSV or Excel file with every transaction extracted in seconds.

QuickBooks & Xero compatible Zelle & ACH support Under 30 seconds

How to Convert a US Bank Statement to CSV

Three steps. No software to install. Works with any American bank.

1

Upload Your PDF

Upload your bank statement PDF from Chase, Bank of America, Wells Fargo, Citi, USAA, or any US bank.

2

AI Extracts Transactions

Our AI reads every transaction, handles MM/DD/YYYY dates and USD amounts, parses Zelle and ACH transfers, and categorizes each entry.

3

Download CSV or Excel

Get a structured file ready to import into QuickBooks, Xero, FreshBooks, Wave, or any accounting software.

Supported US Banks

Our AI adapts to any American bank statement format automatically — national banks, regional banks, and credit unions.

Chase
Bank of America
Wells Fargo
Citi
USAA
Capital One
US Bank
PNC Bank
TD Bank
Truist
Fifth Third
Ally Bank
Regions Bank
KeyBank
Huntington Bank
M&T Bank
Citizens Bank
First Republic
SVB
Discover Bank
Charles Schwab
Goldman Sachs
Morgan Stanley
Synchrony
Navy Federal
Pentagon FCU
BECU
Alliant CU
SchoolsFirst FCU
Golden 1 CU
State Employees CU
America First CU

And thousands more US banks and credit unions. If your bank issues PDF statements, StatementKit can convert them.

Import Into Your Accounting Software

StatementKit's CSV output is formatted for direct import into the accounting tools American businesses use.

QB

QuickBooks

The most popular small business accounting software in the US. Import your CSV directly into QuickBooks Online or Desktop for bank reconciliation.

Xero

Xero

Growing rapidly in the US market. Upload your CSV for fast bank reconciliation with properly formatted dates and amounts.

FB

FreshBooks

Import bank transactions into FreshBooks for automated expense tracking, invoicing, and tax preparation.

W

Wave

Free accounting software popular with US freelancers. Upload your CSV for automatic transaction categorization.

XL

Microsoft Excel

Open the CSV in Excel for analysis, pivot tables, and custom reporting. Need native .xlsx? Try our Excel export.

GS

Google Sheets

Import the CSV into Google Sheets for collaborative analysis and cloud-based access from anywhere.

Why Convert US Bank Statements to CSV?

American banks like Chase, Bank of America, Wells Fargo, and Citi provide statements as PDFs — locked documents that can't be imported into accounting software. Whether you're a bookkeeper managing client accounts, a small business owner preparing for tax season, or a freelancer tracking Schedule C expenses, you need structured data.

Simplify IRS Tax Preparation

Tax season means organizing bank transactions for deductions and reporting. Having your bank data in CSV format makes it easy to categorize business expenses, track 1099 income, prepare Schedule C, and identify deductible items. StatementKit's AI automatically categorizes transactions, saving hours of manual work.

Handles Zelle, ACH, and Check Transactions

US bank statements include Zelle transfers, ACH deposits and withdrawals, check numbers, wire transfers, and other American-specific transaction types. StatementKit's AI correctly identifies and parses all of these, preserving important details like check numbers and Zelle recipient names.

Works When Bank Feeds Fail

Bank feed connections to QuickBooks and other accounting software can break or lag. Credit unions and smaller banks often don't support direct feeds at all. StatementKit provides a reliable alternative — upload the PDF and get a CSV that imports cleanly, every time.

US Bank Statement Conversion — FAQ

Common questions about converting American bank statements.

Which US banks are supported?
StatementKit works with all US banks including Chase, Bank of America, Wells Fargo, Citi, USAA, Capital One, US Bank, PNC, TD Bank, Truist, Ally, and thousands of regional banks and credit unions like Navy Federal, BECU, and Pentagon FCU.
Can I import the CSV into QuickBooks?
Yes. StatementKit's CSV is formatted for direct import into QuickBooks Online and QuickBooks Desktop. The columns (Date, Description, Amount) map to QuickBooks' bank transaction import format automatically.
Does it handle Zelle and ACH transactions?
Yes. StatementKit's AI correctly identifies and parses Zelle transfers (including recipient names), ACH deposits, ACH withdrawals, wire transfers, check numbers, and all other US-specific transaction types.
Is this useful for tax preparation?
Absolutely. Converting bank statements to CSV makes it easy to categorize transactions for IRS reporting, Schedule C preparation, 1099 tracking, and quarterly estimated tax calculations. StatementKit automatically categorizes income and expenses.
Does it handle the MM/DD/YYYY date format?
Yes. US bank statements use MM/DD/YYYY dates. StatementKit automatically recognizes this format and converts dates to YYYY-MM-DD for standardized import into accounting software.
Can it convert credit card statements too?
Yes. StatementKit works with credit card statements from Chase, Amex, Capital One, Discover, Citi, and others. The AI extracts every transaction including merchant name, amount, and date.
Can it convert statements from credit unions?
Yes. StatementKit works with statements from credit unions like Navy Federal, Pentagon FCU, BECU, Alliant, SchoolsFirst, Golden 1, and all other US credit unions.
Is it free?
Yes. The free plan includes 5 conversions per month. No credit card required. Pro ($19/month) offers 100 statements, and Enterprise ($79/month) offers unlimited conversions.
How accurate is the conversion?
StatementKit uses AI to achieve 99%+ accuracy. The AI understands different US bank layouts, handles multi-line transaction descriptions, check images, and various statement formats from national and regional banks.
Is my data secure?
All uploads are encrypted with TLS 1.3. We process your statement and do not retain the original PDF after extraction. Your financial data is never sold or shared.

Related Resources

Stop manually typing bank transactions

Upload your US bank statement PDF and get a clean CSV in seconds. Import directly into QuickBooks, Xero, or Excel. Free to start.

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