Convert SoFi Statement to JSON
SoFi (Social Finance) is a fintech company offering an all-in-one banking product that combines checking and savings in one account, with features like Vaults for savings goals, early direct deposit, and no account fees. Statement Pro converts SoFi PDF statements to CSV for tracking spending, monitoring savings progress, and importing into financial tools.
Structured JSON data for developers, APIs, and automated workflows.
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CSV, Excel, JSON
Multiple formats
Convert in 3 simple steps
No manual data entry. No spreadsheet wrestling.
Upload your PDF
Drag and drop your SoFi statement PDF or click to browse.
Automatic extraction
Our parser detects SoFi formatting and pulls every transaction accurately.
Download your data
Get a clean CSV ready for Excel, QuickBooks, Xero, or any accounting app.
How to download your SoFi statement
In the SoFi app, tap 'Bank' from the bottom menu, then tap the settings gear icon and select 'Documents' or 'Statements.' Choose the statement period and download the PDF. On sofi.com, log in and go to your banking section, then find the Statements or Documents link. SoFi combines checking and savings activity in a single account statement. Vault sub-accounts may appear as transfers on your statement. SoFi keeps statements available for the life of your account.
Other export formats
Convert to CSV
CSV files work with Excel, Google Sheets, QuickBooks, and any accounting app.
Convert to Excel
Excel (.xlsx) files with formatted columns for financial analysis.
Convert to QuickBooks
Import transactions into QuickBooks Online or Desktop via CSV export.
Convert to Xero
Send transactions directly to Xero or import via CSV bank statement.
Frequently asked questions
No. SoFi uses a combined Checking and Savings account, so one statement covers both. Vault transfers (money moved into savings goals) appear as transactions on the same statement. Statement Pro handles this combined format.
SoFi statements include direct deposits, debit card purchases, ACH transfers, Vault transfers, peer-to-peer payments, and interest credits. All of these are extracted into the CSV.
SoFi became a bank holding company in 2022 when it acquired Golden Pacific Bancorp. SoFi Bank, N.A. is FDIC-insured. Their statement PDFs are standard banking documents that Statement Pro can convert.
In the SoFi app, tap 'Bank,' then the settings gear icon, and select 'Documents' or 'Statements.' On desktop, log in to sofi.com and navigate to the banking section to find your statements.
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