How to Convert a Bank of America Statement to Excel (Free)

Convert your Bank of America statement free

Step 1 — Download your Bank of America statement as a PDF

  1. Go to bankofamerica.com on a desktop browser and sign in with your User ID and Passcode.
  2. Go to Accounts, then Statements & Documents.
  3. Pick the account and the month. Bank of America keeps up to 7 years of statements online.
  4. Click the statement link to open it as a PDF, then use the Download / Save icon to save it to your computer.

Use the PDF downloaded from Bank of America, not a photo or a scan.

Step 2 — Convert it to Excel

  1. Go to statementwizard.ai
  2. Drop your Bank of America PDF in the converter. No account needed for your first file — guests get up to 3 conversions a day.
  3. Wait 30–90 seconds. Download Excel (.xlsx) or CSV with date, description, amount, type, and category.
  4. Open it in Excel or Google Sheets and use it however you need — budget, reconcile, or send to your accountant.

A free Basic account keeps 12 months of conversion history.

Check your work

Check the spreadsheet totals against the totals on the Bank of America PDF before you rely on the numbers.

Privacy

Your original PDF is deleted in about 10 minutes. Account numbers (last 4 digits kept), card numbers, government IDs, emails, and phone numbers are masked before the AI extracts the transactions. Guest results are kept up to 7 days, then deleted.

Troubleshooting

File won't convert?

Make sure it's a PDF under 10 MB, downloaded from Bank of America, and not password-protected.

Poor image quality?

That may not convert well — use the bank-downloaded PDF.

Multiple months?

Convert one at a time as a guest, or sign up free.

Convert your Bank of America statement free

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