By bank
Statement converters, by bank
Every bank lays a statement out differently, and the differences are where conversions go wrong: a column whose sign lives in its heading, a balance summary that looks like a transaction table, a billing cycle that is not a month. These pages cover what each bank does and what to check afterwards.
The short answer
Does it work with my bank?
Yes, in almost every case: the converter reads the layout of the statement in front of it rather than relying on a template per bank, so a statement from a bank with no page here converts the same way as one from Chase. Scanned statements go through OCR first, and every statement is then checked against its own running balance and totals.
The pages below exist for banks whose statements have a quirk worth knowing before you convert — sections grouped by transaction type instead of by date, a balance printed once a day instead of on every row, card statements with no balance column, dates printed without a year. Each one also covers what the bank lets you download yourself, and where that download stops.
- ChaseChecking statements are grouped by type, not sorted by dateConvert Chase statements
- Bank of AmericaA minus sign set apart from its number, and a second date inside every card purchaseConvert Bank of America statements
- Wells FargoThe CSV export has no header rowConvert Wells Fargo statements
- CitiMulti-card statements restart the dates for each cardholderConvert Citi statements
- Capital OneTwo date columns, and the wrong one lands transactions in the wrong monthConvert Capital One statements
- American ExpressThe billing cycle straddles two calendar monthsConvert Amex statements
- U.S. BankThe daily balance summary looks exactly like a transaction tableConvert U.S. Bank statements
- PNC BankThe sign lives in the section heading, not in the numberConvert PNC statements
- TD BankTD Bank and TD Canada Trust are two banks wearing one logoConvert TD Bank statements
- TruistA year of history can be three different statement layoutsConvert Truist statements
- Chase credit cardThe account summary looks like transactions, and payments carry a minus signConvert Chase card statements
- Bank of America credit cardInterest lines print every month, even at zero, and every row has two datesConvert Bank of America card statements
- Wells Fargo credit cardCredits and Charges are separate columns, and nothing carries a signConvert Wells Fargo card statements
- Apple CardEvery purchase has two dollar figures, and only one is the chargeConvert Apple Card statements
- DiscoverTwo boxes say “Previous Balance”, and descriptions run to three linesConvert Discover statements
- Barclays USA Barclays statement from the US is not a Barclays statement from the UKConvert Barclays US statements
- Synchrony BankThe Promotional Purchase Summary is full of dollar amounts that are not transactionsConvert Synchrony statements
- Credit One BankNo download, and a closing date that moves every monthConvert Credit One statements
- Navy Federal Credit UnionOne PDF holds several accounts, and transfers between them appear twiceConvert Navy Federal statements
- USAATwo amount columns, a counted summary and pages that repeat the headingConvert USAA statements
- Fifth Third BankChecks print three across, and the amount comes before the descriptionConvert Fifth Third statements
- Citizens BankCitizens’ own pages give two different answers to “how far back”Convert Citizens statements
- Regions BankFees are a section of their own, and the SUMMARY counts them separatelyConvert Regions statements
- Huntington BankThe sign is in the heading, and personal and business statements use different headingsConvert Huntington statements
- Ally BankAlly’s download has no QuickBooks file, and its statement holds every account at onceConvert Ally statements
- M&T BankEvery check is printed twice, and the balances sit inside the activity tableConvert M&T statements
- Santander Bank (US)Same-day rows are in posting order, so check numbers run out of sequenceConvert Santander statements
- KeyBankThe sign is the group, and fees sit outside the Subtractions countConvert KeyBank statements
- First Citizens BankOne bank, three platforms, and an SVB logo on half the historyConvert First Citizens statements
- SoFiRows run newest first, and the balance only works read upwardsConvert SoFi statements
- ChimeOne statement, several accounts, and the same money on both sidesConvert Chime statements
- PayPalThree amount columns, a withheld balance and one summary per currencyConvert PayPal statements
- VenmoPayments funded from your bank are on the statement but not in the Venmo balanceConvert Venmo statements
- Cash AppMoney out has no minus signConvert Cash App statements
- MercurySeveral accounts, two partner banks, and account numbers that changeConvert Mercury statements
- BluevineUp to 50 sub-accounts, each with its own number and its own statementConvert Bluevine statements
- WiseOne account, several currencies, and a conversion that appears twiceConvert Wise statements
What differs
Why bank statements convert differently
Every bank prints the same information in a different shape, and the differences are exactly where a careless conversion goes wrong. The checks are what make those differences safe: when a layout trips the reader, the running balance breaks on a named row instead of the error slipping into your books.
| Statement trait | What goes wrong | How it is handled |
|---|---|---|
| Transactions grouped by type (deposits, withdrawals, fees) | Rows come out in an order no ledger expects | The bank’s page explains the layout, and the totals checks show whether every section was read |
| Balance printed once per day | Only some rows can be checked against a printed balance | Rows without a printed balance are skipped rather than given an invented one |
| Credit card statements | No running balance column at all | Falls back to printed totals and the transaction count |
| Dates without a year | December and January land in the wrong year | The year comes from the statement period and is carried across the year end |
| Descriptions that wrap onto a second line | One transaction becomes two rows | Continuation lines are merged back onto their transaction |
Before you convert
Getting the right PDF from your bank
Download the statement itself, not a printout of recent activity. Statements are the record that agrees with the printed opening and closing balances; activity views are a moving window that may include pending items and usually covers less history.
Keep the PDF as the bank issued it. Printing to PDF or screenshotting can strip the text layer and turn a digital statement into an image that has to be read with OCR. Password-protected PDFs are fine: enter the password when asked; it unlocks the file in your browser and is never sent to us or stored.
FAQ
Questions
Which banks are supported?
Statements from any bank can be converted, because the reader works from the statement’s layout rather than a list of templates. The bank pages here cover US banks whose statements have a quirk worth explaining; your bank does not need a page to work.
Can I convert statements from banks outside the US?
Yes. The currency is detected from the statement and dates are read in the order the statement uses, decided once for the whole document. UK, Indian, Australian, Canadian and other statements convert the same way.
Does it work with credit card statements?
Yes. Most card statements print no running balance, so the checks fall back to the printed credit and debit totals and the transaction count, and the result says which checks could run.
Can I convert a scanned or paper bank statement?
Yes. Scanned pages are read with OCR and then go through the same balance checks, which is where OCR misreads get caught. Scanned statements convert one at a time.
What if my statement is password protected?
Upload it as it is. You will be asked for the password, which unlocks the file in your browser and is never sent to us or stored.