StatementCheap

Convert USAA statements to Excel, CSV and QuickBooks

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

Drop PDF statements here

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Updated · By the StatementCheap team

How to download your USAA statement as a PDF

Log on to usaa.com or the USAA app and open the statements area for your bank account. USAA's support pages describe a "View statements" option to review, download or print USAA Bank statements. Choose the account and statement period, then download the PDF.

What a USAA statement looks like

USAA's deposit agreement says each statement shows the dates it covers and gives the item number, dollar amount and posting date for each transaction. A check that a payee converts to an electronic payment, such as a utility bill, shows as an electronic debit rather than a check. USAA's card agreement says credit card statements show the "Previous Balance", "New Balance", "Minimum Payment Due" and "Payment Due Date", along with the "Balance Subject to Interest Rate" and "Total Interest For This Period", and there's an "Important Account Information" section. The Previous Balance and New Balance are the figures the converter checks the transactions against.

Tips for converting USAA statements

USAA checking, savings and credit card accounts each have their own statements. Download one PDF per account per month so every statement gets its own balance check.

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.

Sources (checked ):

FAQ

How do I find USAA statements older than 18 months?
USAA's documents FAQ says to click the Filter option and extend the Delivery date range to the timeframe you need. How long each document stays available varies, so save the ones you need. For an expired document, USAA says it may be able to research and retrieve it, possibly for a fee, if you call 877-632-3002.
Does USAA include check images with my statement?
No. USAA's deposit agreement says it doesn't return paid checks or copies of them with your statement. To find a check that cleared in the past 18 months, log on to usaa.com, select the account, choose "Advanced Search" and enter "Checks" in the "Category" section. You can save or print the check image.
Why did my USAA account get a quarterly statement?
USAA provides a statement monthly when there is activity on your account. When there's no activity other than interest being posted, its deposit agreement says USAA may provide a statement quarterly instead. The exact dates each statement covers are printed on it.
Can I convert USAA statements to Excel?
Yes. Upload the PDF statement from USAA and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with USAA 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.