Convert a Bank of America statement to Excel
Turn a Bank of America statement PDF into a clean, reconciliation-ready Excel spreadsheet in under a minute — no template setup, including many bank formats that template-based tools struggle with.
How to convert your Bank of America statement
- Upload the PDF. Drag your Bank of America statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download Excel. Get a Excel spreadsheet that's ready for your books.
Why BankTidy handles Bank of America statements that other tools miss
Bank of America is a nationwide institution serving tens of millions of consumer and small-business customers, so its statements are a fixture in most bookkeeping workflows. You will commonly convert Business Advantage and Business Fundamentals checking, personal checking and savings, and Bank of America credit card statements, each with its own running order of deposits, withdrawals, fees, and card activity. Rather than depend on a hard-coded layout for each product, BankTidy interprets the actual PDF you provide and confirms the extracted figures tie back to the statement's ending balance, giving you a clean CSV, Excel, QuickBooks, or Xero file to reconcile against.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my Bank of America statement?
Yes. You upload a statement you already have — there's no Bank of America login and no account linking. Files are processed only to produce your Excel spreadsheet and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my Bank of America statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the Excel output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many Bank of America statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
Don't see your bank? Request it.
Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.