United States banks
How United States statements are laid out
U.S. checking statements usually print transaction dates as MM/DD without the year, relying on the statement period in the header, and many banks group activity into sections such as deposits, checks paid and electronic withdrawals rather than one running ledger. Credit card statements typically show a transaction date and a posting date with a single amount column, where payments and credits appear as negative figures. Amounts use a period for cents and commas for thousands, as in $1,234.56.
| On the statement | In your export |
|---|---|
| Date | Date |
| Description | Description |
| Check No. | Reference |
| Withdrawals | Debit (and negative Amount) |
| Deposits | Credit (and positive Amount) |
| Amount | Amount (signed), split into Debit / Credit |
| Balance | Balance |
Using the data in accounting software
Popular tools here include QuickBooks, Xero, Quicken and Wave. Most accept CSV, and many accept OFX. See the step-by-step pages for QuickBooks and Xero.
Frequently asked questions
Which United States banks does the converter support?
It reads the transaction table directly, so it works with digital PDF statements from most banks in United States, including Ally, Amex, Bank of America and Capital One. Unusual layouts can be corrected in the preview before export.
Does it understand MM/DD/YYYY dates and $1,234.56 amounts?
Yes. The converter detects the date order and decimal separator from the statement itself. Exports default to MM/DD/YYYY on this page, and you can switch to any other format before downloading.
Can I import the result into QuickBooks and Xero?
Yes. Export CSV or OFX, both of which are accepted by most accounting packages used in United States, or Excel if you want to review and edit the data first.
Are my statements uploaded anywhere?
No. Conversion runs entirely in your web browser. The PDF and any password you enter stay on your device and are discarded when you close the page.