Convert U.S. Bank statements to Excel, CSV & OFX

Turn U.S. Bank PDF statements into a clean spreadsheet in seconds. Free, and processed in your browser.

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    Statements are converted inside your browser and never uploaded to a server, so there is nothing to store, leak or share.

    Institutional

    Built for accountants, bookkeepers and legal teams: bulk statements, multi-page PDFs and exports for Excel, QuickBooks and Xero.

    Accurate

    Every row is checked against the running balance. If a file doesn’t convert as expected, email us and we’ll improve it.

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    About U.S. Bank statements

    U.S. Bank is the main banking subsidiary of U.S. Bancorp and is headquartered in Minneapolis, Minnesota.

    U.S. Bank checking statements open with an Account Summary of the beginning balance, deposits, card withdrawals, other withdrawals and the ending balance. Activity is then split into sections for deposits, card withdrawals and other withdrawals, each with Date, Description of Transaction, Ref Number and Amount columns and a section total. Daily balances are gathered in a Balance Summary at the end rather than printed beside each line.

    Typical United States statement headings and where they go in your export:

    On the statementIn your export
    DateDate
    DescriptionDescription
    Check No.Reference
    WithdrawalsDebit (and negative Amount)
    DepositsCredit (and positive Amount)
    AmountAmount (signed), split into Debit / Credit

    Also known as US Bank, USBank and U.S. Bancorp.

    How to download your U.S. Bank statement as a PDF

    1. Log in to U.S. Bank online banking.
    2. Open Accounts and choose the statements and documents option.
    3. Pick the account from the drop-down and change the year for older statements.
    4. Select the statement link to view, print or download it.
    5. In the app, open the main menu and choose Statements & docs.

    U.S. Bank shows up to seven years of e-statements in digital banking; credit card statements build up toward seven years after enrollment.

    Menu names can change between app and website versions.

    U.S. Bank CSV and Excel downloads vs converting the PDF

    Online banking downloads up to three years of transactions as CSV, Quicken (QFX) or QuickBooks (QBO) through the download icon in the Transactions tile. The mobile app has no download option, and older activity has to come from statements.

    Converting the PDF statement is useful when you need periods outside that window, an account that is closed, or the exact figures printed on the official statement, including the running balance for reconciliation.

    Tips for converting U.S. Bank statements

    • The Ref Number column on U.S. Bank statements maps to the converter's Reference column, so trace numbers stay out of the description.
    • Deposits and withdrawals appear in separate sections, which the converter signs correctly. Compare each converted subtotal with the matching section total printed on the statement.
    • Transaction downloads stop at three years, so for a seven-year tax or audit request, convert the older e-statements and combine them into one workbook.

    Importing U.S. Bank transactions into accounting software

    For QuickBooks, Xero, Quicken and Wave, export CSV or OFX after checking the preview. Amounts are written as plain numbers without the $ sign, so they import cleanly as values. Step-by-step help: QuickBooks, Xero.

    More United States banks

    Ally, Amex, Bank of America, Capital One, Chase, Chime, Citi, Discover, Fifth Third, Navy Federal, PNC, Schwab, TD Bank, Truist, USAA, Wells Fargo . United States overview

    This is an independent tool and is not affiliated with, endorsed by or connected to U.S. Bank. The name is used only to describe which statements the converter can read.

    Frequently asked questions

    How do I download U.S. Bank transactions to Excel?

    In online banking, select the account, click the download icon in the Transactions tile, choose a date range and pick the spreadsheet (CSV) format. U.S. Bank allows up to three years of history this way, on desktop only. For anything older, download the PDF statements and convert them to Excel.

    How far back do U.S. Bank e-statements go?

    Up to seven years for checking, savings and money market accounts, according to U.S. Bank. Change the year in the statements view to find older documents. Mortgage e-statements have a shorter two-year window, and credit card statements accumulate over time after you enroll.

    Is it safe to convert my U.S. Bank statement here?

    Yes. The conversion happens on your own device; your U.S. Bank statement is not uploaded, stored or shared. This site is independent and not affiliated with U.S. Bank.