To convert any American bank statement to Excel, save the statement PDF from your bank's website or app and upload it to our bank statement converter. Each transaction comes back as a row with its date, description, amount and balance, ready to save as Excel or CSV.
On this page
American bank statement guides
We have a step-by-step guide for each of these ten banks, covering where the PDF is kept, how far back it goes and what the bank's own downloads can do.
- Chase statement to Excel guide: statements are under Statements & documents in the Main Menu, going back up to 7 years depending on the account.
- Bank of America statement to Excel guide: the Statements & Documents tab holds up to 7 years online and in the app, with older copies through Request Statements.
- Wells Fargo statement to Excel guide: deposit account statements go back 7 years and credit card statements 2, and Download Account Activity defaults to the last 90 days.
- Capital One statement to Excel guide: checking and savings statements stay available for up to 7 years on active accounts, while the transaction list covers 2 years.
- Citi statement to Excel guide: card statements download from Statements (PDF) and show each transaction with both a purchase date and a posted date.
- American Express statement to Excel guide: Amex already exports the previous two years of transactions as Excel or CSV, and archived statement PDFs are available on request.
- U.S. Bank statement to Excel guide: the bank's own CSV, QFX and QBO download stops at 18 months and isn't in the mobile app, while e-statements go back up to 7 years.
- PNC statement to Excel guide: checking and savings statements are kept for 7 years, credit card statements for 4.
- TD Bank statement to Excel guide: statements issued since April 2010 are free online for up to 7 years. This is the US bank; TD Canada Trust has its own guide.
- Truist statement to Excel guide: deposit statements go back up to 7 years, but credit card statements only 2 years and mortgage statements 18 months.
Banking with more than one of these? Our guide to downloading bank statements from 10 US banks puts the steps for each in one place.
What American bank statements have in common
American statements share three habits that matter in a spreadsheet: month-first dates, separate sections for each kind of transaction, and bank downloads that don't follow the statement period.
Dates are written month first, so 03/02/2026 is March 2. Many statements print only 03/02 on each row and give the year in the statement period. The converter reads US dates month first and takes a missing year from the period, which keeps a December to January statement in order.
The top of the statement usually shows the account holder, the statement period and the account number, often partly masked. Some also print the routing number that identifies the bank. Checking statements tend to split deposits, withdrawals, checks paid and fees into their own sections; Bank of America's sample statement uses headings such as "Deposits and other additions" and "Withdrawals and other subtractions". The converter puts every section into one amount column, with money out as a negative number.
Several banks offer their own downloads. Chase, U.S. Bank and PNC list Quicken or QuickBooks formats such as QFX and QBO, and U.S. Bank's download page adds CSV. These exports follow a date range you pick and leave out the printed balances. A converted statement keeps the statement period, checks each running balance and flags any row that doesn't add up.
On a credit card statement, purchases come out negative and payments positive, matching their effect on your money.
Keeping statements for the IRS
The IRS says to keep tax records for 3 years in most cases, and longer in some: 6 years if you left out income worth more than 25% of the gross income on your return, and 7 years if you claim a loss from worthless securities or a bad debt deduction. The full list is on the IRS page How long should I keep records?
Most of the banks above keep statements online for about 7 years, and some keep card and loan statements for less. Save the PDFs yourself as well as the spreadsheet. The PDF is the bank's record; the spreadsheet is the copy you can sort and total.
American bank statement questions
Can I convert a statement from a bank that isn't listed here?
Yes. The converter reads PDF statements from any bank, not only these ten. The guides cover the most-used banks step by step, and all bank guides lists every country.
Is this page the same as the U.S. Bank guide?
No. This page covers statements from any American bank. If you bank with U.S. Bank itself, its own guide explains the 18-month download limit and where older e-statements are.
Will month-first dates come out right in Excel?
Yes. Dates are read month first for American statements, so 04/05 becomes April 5. Check the first few rows against the PDF before you import a full year.
Can I get a QuickBooks file instead of a spreadsheet?
Excel and CSV downloads are free. QuickBooks (.qbo), OFX and QIF files come with the paid plans, and importing into QuickBooks explains the steps.
How many pages can I convert for free?
You can convert 3 pages a day without an account, or 15 with a free account. If you aren't signed in, uploaded files are deleted after 24 hours.