How to Convert Bank of America Statement PDF to Excel (.CSV)

How to Convert Bank of America Statement PDF to Excel (.CSV)

A well known bank which is also popular among the locals is the Bank of America. This bank offers a variety of services to its clientele. As usual it is more beneficial to you if you choose to convert your bank statement PDF into Excel file to skilfully navigate your finances.

Keep a track of your income, money, spending and budget by converting your bank statement into an excel file.

How to download your statement from Bank of America.

Using Internet to Download your bank statement from Bank of America

The steps are as follows: 

  1. Log in to your Bank of America account using your ID and password.
  2. Select your bank account.
  3. Go to Statements and Documents.
  4. Scroll down and click Download.
  5. Choose a custom date range and type the start and end dates.
  6. Select the file type and format, then click the download transactions icon.

Using the Bank of America App to download your statement. 

Bank of America also came out with their own app, which may make it easier for you to get your statement on your phone. 
Here are the steps: 

  1. Open the app by tapping on it.
  2. Log in with your user ID and password.
  3. Look for the menu option in the top left corner.
  4. Tap on the menu and then select Statements and Documents.
  5. Find the statements section and tap the drop-down arrow to see the list.
  6. Choose the specific statement you want by tapping on it.

Converting your PDF into Excel using Convert My Bank Statement. 

The 'Convert My Bank Statement' tool is a useful program that transforms your statements into CSV or Excel formats, saving you valuable time and streamlining the process.

Convert My Bank Statement, also known as CMBS, provides a free plan allowing you to convert 2 pages every 24 hours. If your needs exceed that limit, you can sign up for a free account and enjoy 10 free pages per month.

For more extensive usage, especially for business purposes, you can subscribe and convert more than 4500 pages.

  1. Step 1: Get an account on Convert My Bank Statement
  2. Step 2: Go over to their home page and click on “Click Here to Convert A PDF
  3. Step 3: upload your document and click on the “convert” button.
  4. Step 4: The website will then show you a preview of the Excel sheet, click on Download on the top-right corner and you shall have your excel sheet.

Conclusion.

Bank of America offers a range of services to its customers, and converting your bank statement PDF into an Excel file can significantly enhance your financial management. Whether through their website or mobile app, obtaining your statement is convenient.

To efficiently convert these statements into Excel, 'Convert My Bank Statement' proves to be a valuable tool, simplifying the process and saving time. With a user-friendly interface and flexible plans, it enables you to track your finances seamlessly, making it a useful resource for both personal and business needs.