StatementCheap

Convert Charles Schwab statements to Excel, CSV and QuickBooks

Upload a Charles Schwab PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

Drop PDF statements here

or choose files. Any bank, any country. Scanned PDFs work too.

5 free pages every day. No sign-up.

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Updated · By the StatementCheap team

How to download your Charles Schwab statement as a PDF

On schwab.com, go to "Accounts" and then "Statements & Tax Forms". In the Schwab app, tap the Profile icon, choose "Statements", select the account and filter, then tap the document and use the export icon at the top right to save it.

Tips for converting Charles Schwab statements

Schwab Bank checking statements are the ones to convert. Brokerage statements are mostly holdings and positions rather than bank transactions, and StatementCheap is built for bank and credit card statements.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

FAQ

Can I convert Charles Schwab statements to Excel?
Yes. Upload the PDF statement from Charles Schwab and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Charles Schwab credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.