How to Convert Bank of America Statements to CSV

Bank of America gives you monthly statements as PDFs. Their online banking has some download options for recent transactions, but for the full statement with balances and complete details, you need to convert the PDF.

Download Your Statement

1. Log in to bankofamerica.com
2. Go to Statements & Documents
3. Select the account and month
4. Download the PDF

Convert to CSV

1. Upload the PDF at statementpro.app
2. Statement Pro identifies Bank of America and uses a dedicated parser
3. Review the extracted transactions
4. Download as CSV, Excel, JSON, or OFX

Format Notes

Bank of America uses two different date formats depending on the account:

• MM/DD/YY (e.g., 01/15/26)
• MM/DD/YYYY (e.g., 01/15/2026)

The parser handles both. It also picks up deposits, withdrawals, fees, opening/closing balances, and check numbers.

Supported Accounts

• Advantage Checking and Savings
• Credit card statements
• Business checking
• Money market accounts

Importing into Accounting Software

• QuickBooks Online: Upload the CSV via Banking > Upload from file, or push directly from Statement Pro
• Xero: Import via Bank Accounts > Import a Statement, or push directly
• Sage, FreshBooks, Wave: Import the CSV using their standard import

FAQ

Can I download BofA statements as CSV directly?

No. Full monthly statements are PDF-only. You can download some recent transaction data from online banking, but not the complete statement.

How far back can I convert?

As far back as you have PDFs. Bank of America keeps about 7 years of statements online. Once you have the PDF, Statement Pro can convert it no matter how old it is.