Convert U.s. bank statements to Excel
Upload a U.S. Bank checking, savings or credit card statement PDF and download an Excel workbook with a Transactions sheet (date, description, debit, credit, amount, balance) and a Summary sheet with the balance check.
Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.
How Statemio reads U.S. Bank statements
We read U.S. Bank statements with our generic table reader, which finds the date, description, amount and balance columns, then checks the result against the opening and closing balance so you know at once if anything is missing.
The balance check
Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.
U.S. Bank statement to Excel: step by step
- Convert the PDF and check the balance badge.
- Click Excel .xlsx.
- Open the file in Excel, Google Sheets or Numbers. Amounts are real numbers, not text.
Excel and CSV are free. Other formats are included with a page pack or plan. See pricing.