StatementCheap

Convert SoFi statements to Excel, CSV and QuickBooks

Upload a SoFi 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 a day with a free account. No card.

🔒 Read on Cloudflare's network · files never stored · never used to train AI

Updated · By the StatementCheap team

How to download your SoFi statement as a PDF

In SoFi, go to Banking and select "Statements" on the Banking homepage. Choose the month and year you need and download the PDF. Checking and Savings statements are listed there by month.

Tips for converting SoFi statements

SoFi posts Checking and Savings statements within the first 5 business days of the month and doesn't mail them, so the latest month may not be ready right at month end.

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 SoFi statements to Excel?
Yes. Upload the PDF statement from SoFi and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with SoFi 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.