Frequently Asked Questions

Statement Pro supports Ally Online Savings, Interest Checking, Money Market, and CD account statement PDFs. Each account type generates its own monthly statement.

Yes. Converting Ally savings statements to CSV lets you easily total up interest earned across the year for tax reporting. Each statement shows the interest credited that month, which you can sum in a spreadsheet.

In the Ally mobile app, select your account, tap the menu icon, and choose 'Statements.' Tap the statement period to download the PDF. For easier bulk downloads, use ally.com on a desktop browser.

Ally is an online-only bank and provides digital PDF statements by default. You can opt in to receive paper statements, but the PDF versions available online are the same format and work with Statement Pro.

Charge cards (like Platinum and Gold) require full monthly payment, while credit cards (like Blue Cash) allow carrying a balance. Statement Pro handles both types — the PDF statement format is similar for conversion purposes.

Yes, Statement Pro supports American Express Business Gold, Business Platinum, Blue Business Plus, and other business card statement PDFs. This is especially useful for separating business expenses from personal charges.

American Express keeps statements available online for up to 10 years, which is longer than most banks. You can download older statements from the Statements & Activity section of your account.

The CSV includes all transaction data from the statement — dates, descriptions, and amounts. Membership Rewards summary information that appears on the statement is not included as a separate field, since it's not part of the transaction table.

Business owners often need to import Amex transactions into QuickBooks, Xero, or other accounting software. CSV conversion automates this process and eliminates manual data entry for expense categorization and tax prep.

Bank of America statements use either MM/DD/YY (e.g., 01/15/26) or MM/DD/YYYY (e.g., 01/15/2026) depending on the account type and when the statement was generated. Statement Pro detects and handles both formats automatically, so you don't need to worry about which format your statement uses.

Statement Pro supports Bank of America Advantage checking, savings, credit card, and Merrill Edge investment account statement PDFs. Both personal and business account statements can be converted.

Yes, Bank of America business checking, savings, and business credit card statement PDFs are supported. This is useful for bookkeeping, expense tracking, and importing transactions into accounting software.

Bank of America keeps up to 7 years of statements available for download in online banking. If you need older statements, you can request paper copies through customer service, though there may be a fee.

Bank of America sometimes combines multiple accounts on a single statement. Statement Pro extracts all transactions from the PDF regardless of how many accounts appear on the statement.

Capital One statements use named month abbreviations (e.g., 'Jan 05', 'Dec 23') instead of numeric dates, and amounts are prefixed with a dollar sign. Statement Pro recognizes both the named month format and a numeric fallback format used in some older statements.

Statement Pro supports all Capital One credit card statement PDFs, including Venture, Venture X, Quicksilver, SavorOne, Spark Business, and the BJ's and Walmart co-branded cards.

Yes, Capital One 360 Checking and 360 Performance Savings statement PDFs are fully supported. These online-only accounts generate downloadable PDF statements monthly.

Capital One typically keeps 7 years of statements available in online banking. For credit cards, you can find statements going back to when you opened the account, subject to the 7-year limit.

CSV conversion is useful for importing Capital One transactions into budgeting apps, preparing tax documents for credit card rewards and business expenses, or reconciling spending across multiple Capital One accounts in a spreadsheet.

Statement Pro supports Carson Bank checking and savings account statement PDFs. Both personal and business account statements can be converted.

Yes, Carson Bank is a community bank. Statement Pro supports community banks alongside larger national institutions, ensuring customers of all banks can convert their statements to CSV.

Smaller community banks often keep 12 to 18 months of statements online. Check with Carson Bank for their specific retention policy, and download statements regularly to maintain your records.

CSV format lets you open transactions in Excel or Google Sheets for budgeting, import them into accounting tools like QuickBooks, or combine them with statements from other banks for a complete financial picture.

Statement Pro supports Chase Total Checking, Chase Savings, Chase Sapphire, Chase Freedom, Chase Ink business cards, and other Chase credit card statement PDFs. Both personal and business account statements are supported.

Chase statements use MM/DD date formatting with transaction descriptions that include merchant names and reference numbers. Statement Pro parses these automatically, extracting the date, description, and amount into separate CSV columns.

Yes, you can upload multiple Chase statement PDFs in a single batch. Each PDF is processed independently, so you can convert an entire year of statements for tax preparation or bookkeeping in one upload.

Chase makes statements available online for up to 7 years. Download the PDF statements from chase.com under Statements & Documents, then upload them to Statement Pro for conversion.

Common reasons include importing transactions into accounting software like QuickBooks or Xero, preparing expense reports, organizing tax deductions, reconciling business expenses, or analyzing spending patterns in a spreadsheet.

Statement Pro supports Chime Spending Account (checking) and Chime Savings Account statement PDFs. Each account generates its own monthly statement.

Yes, SpotMe transactions appear as normal debits in Chime statements and are included in the CSV output. The SpotMe designation appears in the transaction description.

Yes, log in to chime.com on a desktop browser and navigate to Documents. Desktop access can be easier for downloading multiple statements at once for bulk conversion.

Chime keeps statements available in the app for as long as your account is open. You can scroll back through available periods in the Documents section to download older statements.

Yes, Statement Pro correctly parses CAD amounts from CIBC statements, including the Canadian dollar formatting conventions used in transaction tables.

Statement Pro supports CIBC Smart Account (chequing), eAdvantage Savings, CIBC Visa credit cards, and other CIBC deposit account statement PDFs.

Yes. Some CIBC statements include bilingual English/French headers or descriptions. Statement Pro extracts the transaction data regardless of the language used in the statement.

CIBC keeps eStatements available for up to 7 years in online banking. Navigate to My Accounts, select your account, and browse the Statements tab for older periods. Statements from before your eStatement enrollment date won't be available online.

Statement Pro supports all Citi credit card statement PDFs, including Citi Double Cash, Citi Premier, Citi Custom Cash, Citi Diamond Preferred, and Costco Anywhere Visa by Citi.

Yes, both Citibank checking and savings account statement PDFs are supported, in addition to credit card statements. All Citi deposit account formats are handled.

No. PDF statements only contain posted transactions for the statement period. Pending transactions that haven't settled will appear on a future statement.

Returns and credits appear as negative amounts (or credits) in the CSV output, matching how they appear on the original Citi statement. This makes it easy to reconcile refunds in your accounting software.

Statement Pro supports Commerce Bank personal checking, savings, money market, and business checking account statement PDFs.

Commerce Bank typically keeps about 18 months of eStatements available online. For older statements, you may need to contact Commerce Bank directly to request copies.

Commerce Bank operates primarily in Missouri, Kansas, Illinois, Colorado, and Oklahoma. Statement Pro works with statements from any Commerce Bank branch or account location.

Yes, Commerce Bank business checking and savings statement PDFs are supported. CSV conversion is especially useful for importing transactions into bookkeeping software for small businesses.

Yes, Statement Pro supports all Discover credit card statement PDFs, including Discover it Cash Back, Discover it Chrome, Discover it Miles, and Discover it Student cards.

Yes, Discover Bank Online Savings, Money Market, and Cashback Debit checking account statement PDFs are all supported. Savings statements are especially useful for tracking interest income for tax reporting.

The CSV includes all transaction data — dates, descriptions, and amounts. Cashback rewards summary totals from the statement are not included as separate fields since they are not part of the transaction table.

Discover keeps up to 7 years of statements available in online banking. Download the PDFs from the Statements section and upload them to Statement Pro for conversion.

Fidelity's Cash Management Account (CMA) works like a checking account with a debit card, bill pay, and ATM fee reimbursement, but is held through Fidelity's brokerage platform. Statement Pro converts the banking transaction portion of CMA statements to CSV.

Statement Pro focuses on extracting cash transactions (deposits, withdrawals, transfers) from Fidelity statements. Investment trade confirmations and portfolio valuations are not part of the transaction data extracted.

Fidelity provides up to 10 years of statements online, which is more than most banks. This is useful for historical record-keeping and tax-related research.

Fidelity CMA users often need to track spending, reconcile with their budget, or import transactions into accounting software. CSV conversion makes this possible without manual data entry.

Statement Pro supports Fifth Third Essential Checking, Fifth Third Momentum Checking, savings, money market, and credit card statement PDFs.

Fifth Third Bank operates across the Midwest and Southeast US, including Ohio, Michigan, Indiana, Illinois, Florida, Kentucky, Tennessee, West Virginia, Georgia, and the Carolinas. Statements from any branch location are supported.

Fifth Third typically keeps about 2 years of eStatements available online, which is shorter than some larger banks. Download statements regularly or convert them to CSV to maintain your records.

Yes, Fifth Third business checking and savings statement PDFs are supported. This is useful for small business owners who need to import transactions into accounting software.

Statement Pro supports Huntington Asterisk-Free Checking, Huntington 5 Checking, Huntington Premier Savings, money market, and business checking account statement PDFs. Both personal and business account statements are supported.

Huntington statements organize transactions into sections like 'Deposits and Other Credits' and 'Withdrawals and Other Debits.' Statement Pro detects these sections and applies the correct sign (positive for deposits, negative for withdrawals) automatically in the CSV output.

Huntington operates primarily in Ohio, Michigan, Indiana, Pennsylvania, West Virginia, Kentucky, and Illinois, with its largest presence in the Great Lakes region. Statements from any Huntington branch or account location are supported.

Huntington keeps eStatements available online for up to 7 years. Navigate to Statements & Documents in your online banking to browse older periods. If you need statements beyond that, contact Huntington customer service.

Yes, Huntington business checking, savings, and treasury management statement PDFs are supported. CSV conversion is especially useful for small business owners who need to import transactions into QuickBooks, Xero, or other accounting software.

Yes, Statement Pro correctly parses INR transaction amounts from ICICI statements, including the Indian number formatting convention used in the transaction tables.

Statement Pro supports ICICI savings account, current account, and NRI account (NRE/NRO) statement PDFs. Credit card statements from ICICI are also supported.

Yes, NRI customers with ICICI NRE or NRO accounts can convert their statement PDFs to CSV. This is especially useful for managing finances across countries and preparing tax documents in both India and abroad.

ICICI's default eStatement download covers about 6 months. For longer periods, use the 'Account Statement' option in Internet Banking where you can specify a custom date range, or request a detailed statement through the bank.

Converting ICICI statements to CSV is useful for tax filing, tracking expenses for audit purposes, importing transactions into Tally or other Indian accounting software, and reconciling NRI account activity.

Statement Pro supports Marcus Online Savings Account and CD (Certificate of Deposit) statement PDFs. Marcus does not offer checking accounts, so statements are limited to savings products.

Yes. Converting Marcus statements to CSV makes it easy to total interest earned across multiple months for tax reporting. You can sum the interest column in a spreadsheet to verify your annual 1099-INT.

No. Marcus is a savings-only platform from Goldman Sachs. Their statements cover Online Savings Accounts and CDs. For checking needs, you'll need a different bank.

Marcus generates monthly statements for savings accounts. Each statement shows your opening balance, deposits, withdrawals, interest earned, and closing balance for the period.

Statement Pro supports M&T EZChoice Checking, M&T Premium Checking, savings, money market, and business checking account statement PDFs. Both personal and business statements are handled.

M&T Bank statements organize transactions into sections like 'Deposits and Credits,' 'Checks and Debits,' and 'Electronic Debits.' Statement Pro detects these sections automatically and assigns the correct sign (positive for deposits, negative for debits) in the CSV.

Yes. After M&T's 2022 acquisition of People's United Bank, accounts were migrated to M&T's system. Your current M&T-branded statement PDFs are fully supported. Older People's United-era statements may have a different format.

M&T Bank operates primarily in New York, Pennsylvania, Maryland, New Jersey, Connecticut, Delaware, Virginia, West Virginia, Vermont, and Washington D.C. Statements from any M&T branch or account location are supported.

M&T Bank keeps eStatements available online for up to 7 years. Navigate to Statements & Documents in your online banking to find older periods. For statements beyond that window, contact M&T customer service.

Navy Federal serves active duty military, veterans, DoD civilians, and their immediate family members. If you have a Navy Federal account, Statement Pro can convert your statement PDFs to CSV regardless of your membership category.

Statement Pro supports Navy Federal checking (including Free EveryDay Checking), savings, money market, and credit card (including Flagship, cashRewards, and Go Rewards) statement PDFs.

Yes. Download your Navy Federal eStatements from navyfederal.org, which is accessible worldwide. Upload the PDF to Statement Pro for conversion. This works for members stationed abroad.

Navy Federal keeps eStatements available online for up to 7 years. Download the PDFs for the periods you need and upload them to Statement Pro for CSV conversion.

Statement Pro supports Old National checking, savings, and money market account statement PDFs. Both personal and business accounts are supported.

Yes. After the Old National and First Midwest merger, accounts were migrated to Old National's system. Current Old National statement PDFs from formerly First Midwest accounts are supported.

Old National operates primarily in Indiana, Illinois, Wisconsin, Iowa, Michigan, Minnesota, and Kentucky. Statements from any branch are supported by Statement Pro.

Old National typically provides about 18 months of eStatements online. Download your statements regularly or convert them to CSV to maintain longer-term records.

PNC Virtual Wallet combines Spend (checking), Reserve (short-term savings), and Growth (long-term savings) on one statement. Statement Pro extracts transactions from all sub-accounts in the PDF.

Statement Pro supports PNC Virtual Wallet (all tiers), standard checking, savings, money market, and PNC credit card statement PDFs.

Yes, PNC business checking, savings, and business credit card statement PDFs are supported. CSV conversion helps business owners import transactions into accounting software.

PNC keeps eStatements available online for up to 7 years. Navigate to Statements & Documents and use the date selector to find older periods.

Virtual Wallet is PNC's bundled product that shows multiple sub-accounts (Spend, Reserve, Growth) on a single statement, unlike a standard checking statement. Statement Pro handles both formats.

Yes, Statement Pro correctly parses CAD transaction amounts from RBC statements, preserving the original amounts in the CSV output.

Statement Pro supports RBC Day to Day Banking (chequing), High Interest eSavings, RBC Visa credit cards, and other RBC deposit account statement PDFs.

Yes, RBC business chequing and business Visa credit card statement PDFs are supported. This is useful for Canadian small business owners who need to import transactions into accounting software.

RBC keeps eStatements available for up to 7 years. In RBC Online Banking, navigate to eStatements for the account and browse to earlier periods. Statements from before eStatement enrollment are not available online.

Statement Pro supports Regions LifeGreen Checking, Regions Prestige Checking, savings, money market, and business checking account statement PDFs. Both personal and business statements are supported.

Regions Bank statements organize transactions into sections like 'Deposits and Credits' and 'Withdrawals and Debits.' Statement Pro detects these sections and applies the correct sign (positive for deposits, negative for withdrawals) automatically in the CSV output.

Regions Bank operates across 15 states in the South, Southeast, and Midwest, including Alabama, Arkansas, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, and Texas. Statements from any Regions branch are supported.

Regions keeps eStatements available online for up to 7 years. Navigate to Statements & Documents in your online banking to browse older periods. For statements beyond that, contact Regions customer service or visit a branch.

Yes, Regions business checking, savings, and commercial account statement PDFs are supported. CSV conversion is helpful for importing transactions into accounting software like QuickBooks or Xero for bookkeeping and expense tracking.

Schwab's Investor Checking is a checking account linked to a Schwab brokerage account. It offers unlimited ATM fee rebates and no foreign transaction fees. Statement Pro converts the banking transaction data from these statements to CSV.

Statement Pro focuses on extracting cash transactions (deposits, withdrawals, debit card purchases) from Schwab statements. Investment trade details and portfolio positions are not part of the extracted transaction data.

Schwab provides up to 10 years of statements online, which is among the longest retention periods available. Navigate to Accounts > Statements to browse older periods.

Schwab customers often use their Investor Checking account for daily spending. Converting statements to CSV lets you track expenses, create budgets, or import transactions into financial software without manual data entry.

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.

This page covers TD Bank US statements (td.com). TD Bank and TD Canada Trust are related but operate separate banking systems with different statement formats. Statement Pro supports the US TD Bank format.

Statement Pro supports TD Bank convenience checking, simple savings, money market, and TD Bank credit card statement PDFs.

TD Bank keeps eStatements available online for up to 7 years. Navigate to Statements & Documents in your online banking to find older periods.

Yes, TD Bank business checking and business savings statement PDFs are supported. This is useful for small business owners on the East Coast who need to import transactions into accounting tools.

Yes. Former BB&T accounts were migrated to Truist. Your current Truist-branded statements are fully supported by Statement Pro. Pre-merger BB&T statements may use a different format.

Yes. Former SunTrust accounts are now under Truist. Statement Pro supports the current Truist statement format. Older SunTrust-era statements may have formatting differences.

Statement Pro supports Truist One Checking, Truist Confidence Savings, Truist credit cards, and other Truist deposit account statement PDFs.

Truist keeps eStatements available for up to 7 years. Statements from the BB&T and SunTrust era may also be available through the Truist online banking portal.

USAA membership is available to active duty military, veterans, cadets, midshipmen, and their eligible family members. If you have a USAA account, Statement Pro can convert your statement PDFs to CSV.

Statement Pro supports USAA Classic Checking, Performance First Savings, USAA Visa credit card, and other USAA deposit account statement PDFs.

Yes. Download your USAA eStatements from usaa.com, which is accessible worldwide. Upload the PDFs to Statement Pro for conversion. This works from any location with internet access.

Yes. Converting USAA statements to CSV makes it easy to filter and categorize expenses related to a PCS (Permanent Change of Station) move for reimbursement claims or tax deductions.

USAA keeps eStatements available online for up to 7 years. You can find them under My Documents or through your account's Statements section.

Statement Pro supports U.S. Bank Smartly Checking, standard checking, savings, money market, and credit card (Altitude, Cash+, Platinum) statement PDFs.

U.S. Bank is the banking subsidiary of U.S. Bancorp, the parent holding company. Your retail banking statements come from U.S. Bank and are supported by Statement Pro.

U.S. Bank provides up to 7 years of eStatements in online banking. Navigate to Statements & Documents to find older statement periods.

Yes, U.S. Bank business checking and business credit card statement PDFs are supported. This is helpful for business owners needing to import transactions into QuickBooks, Xero, or other accounting software.

Wells Fargo uses both M/DD (e.g., 1/05) and MM/DD (e.g., 01/05) date formats in their statements. Single-digit months like January through September may omit the leading zero. Statement Pro detects and normalizes both formats automatically.

Statement Pro supports Wells Fargo Everyday Checking, Way2Save Savings, Wells Fargo Active Cash and other credit cards, CDs, and money market account statement PDFs.

Yes. Wells Fargo Portfolio customers often receive combined statements with multiple accounts on one PDF. Statement Pro extracts all transactions from the combined document.

Wells Fargo keeps statements available online for up to 7 years. Go to Statements & Documents and use the date range selector to find older periods. Statements older than 7 years require a request through customer service.

Yes, converting Wells Fargo business checking and savings statements to CSV makes it easy to import transactions into QuickBooks, Xero, or Excel for bookkeeping and expense categorization.