Convert SoFi Bank Statement PDF to CSV & Excel

SoFi Bank issues account statements as PDF files. If you need those transactions in a spreadsheet, stop retyping them: upload the PDF and get a structured CSV with every date, description, debit, credit, and running balance extracted automatically.

Convert a SoFi statement — free See pricing
First page free · No card required · Files deleted after conversion

How to convert a SoFi statement

1Download the PDFLog in to SoFi Bank online banking and download your statement as a PDF.
2Upload itDrop the PDF into the converter. AI extraction reads the transaction table automatically (USD amounts, MM/DD/YYYY dates).
3Download CSVGet clean rows — date, description, money in, money out, balance — ready for Excel, QuickBooks, or Xero.

Built for SoFi statements

Common questions

How do I convert a SoFi bank statement PDF to CSV?

Download the statement PDF from SoFi online banking, upload it above, and download the extracted transactions as CSV. The first page is free and no account is needed to test it.

Is it safe to upload my SoFi statement?

Files are processed over HTTPS and are not stored after conversion. Your statement data is never shared with third parties.

Does it work with credit card statements too?

Yes - credit card and checking/savings statements both work, as long as the PDF contains selectable text or a clear scan.

What if my statement is a scanned image?

Clear scans usually work thanks to OCR, but text-based PDFs (downloaded directly from online banking rather than scanned on paper) give the most accurate results.

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