Convert your Bank of America statement to Excel, QBO & Xero
Checking, savings, and credit card statements convert to a reconciled Excel file, QuickBooks CSV, or Xero CSV in about a minute: free, no signup, no watermark.
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Tap to upload a statement or a photo of oneDrag & drop a statement, or click to browse
PDF, JPG, or PNG, up to 25MB
What we extract from a Bank of America statement
Bank of America is covered by two dedicated templates in our engine: one built for deposit-account statements (checking and savings) and a separate one for Bank of America credit card statements. You just upload the PDF or image. The matching template is selected automatically.
Because the deposit-account and credit-card layouts are read by purpose-built templates rather than a single one-size-fits-all parser, the transaction descriptions, dates, and amounts extracted from a Bank of America statement land in the columns you'd expect for that statement type, whether that's a checking register or a card's purchase and payment history.
A Bank of America checking or savings statement is checked against its own ending balance and a card statement against its new balance, and any gap shows as an exact dollar figure before export.
How far back Bank of America statements go online
Bank of America's online window depends on the account. Checking and savings statements stay online for 18 months, and you can order copies going back up to 7 years. Credit card statements stay online for up to 3 years.
So unless you saved it at the time, a checking or savings statement older than 18 months has to be ordered from Bank of America first, while card statements stay online twice as long. Once you have the PDFs, both kinds convert the same way.
Checked October 3, 2026 on Bank of America's own pages: Bank of America: account statements FAQs; Bank of America: credit card account FAQs.
Exports and retention
Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV, free up to 3 pages a day with no signup and no watermark. Scans, photos, and password-protected PDFs work, and your file is deleted the moment parsing completes: see our security page, or a sample export.
Bank of America statement conversion: FAQ
Does one upload handle both Bank of America checking and credit card statements?
Yes. We have separate templates for Bank of America deposit-account statements (checking and savings) and Bank of America credit card statements, and the correct one is picked automatically based on what you upload.
How do you catch a misread transaction on a Bank of America statement?
Every statement is reconciled against its own printed totals, and the result is shown before you download anything. If our extracted total doesn't match what's printed on the statement, we show you the exact dollar difference instead of a file that just looks fine.
Do you support password-protected Bank of America PDFs?
Yes. If your Bank of America PDF is encrypted, we'll ask for the password. It's used only for that one conversion and is never stored or logged.
Is there a charge to export Bank of America statements to QuickBooks or Xero?
No. Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV are all included on the free tier, with no signup and no watermark.
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See all supported banks →Statement Balance is an independent tool and is not affiliated with, endorsed by, or sponsored by Bank of America. Bank of America and its logo are trademarks of their respective owners.
Last updated July 22, 2026.