Get a Bank of America statement PDF into Excel

Your Bank of America statement is a PDF, and you want the transactions in Excel: one row each, with columns you can sort, filter and total. Copying out of the PDF tends to give you merged cells and half lines. PaperRows reads the statement in your browser and gives you a CSV file that opens in Excel.

One thing up front: you get a CSV, not an Excel workbook (.xlsx). Excel opens a CSV like any other spreadsheet, and you can save it as a workbook from there.

Bank of America support is in beta. No real Bank of America statement has been through our full review yet, so we call it beta. We read it with the same checks as every other bank, and if a row is wrong, the refund rule covers it.

Convert your Bank of America statement. The preview is free, and the file never leaves your browser.

How to get it into Excel

  1. Download the statement from bankofamerica.com. Sign in on a computer, click the checking account, open the Statements & Documents tab, choose the month and click Download. Keep the file as it arrived, not a printout or a scan. The Bank of America help page has the full steps.
  2. Drop the PDF into the converter. PaperRows reads it in your browser. The file is not uploaded.
  3. Look over the free preview. Every transaction, with the page and line it came from, and the checks against the totals on the statement. If PaperRows cannot read the file, it tells you why before you pay anything.
  4. Pay $5 and click Download plain CSV. One payment unlocks that statement. You also get a QuickBooks Online CSV if you need one.
  5. Open the CSV in Excel. Use File > Open, or double-click the file if Excel is your spreadsheet app.

What you will see in Excel

The plain CSV has these columns:

page line date description amount balance
2 14 2026-12-30 CARD PURCHASE 12/29 HARDWARE STORE -42.18 1957.82
2 15 2026-12-31 PAYROLL DEPOSIT 2400.00 4357.82
3 3 2027-01-02 CHECK 2210 -650.00 3707.82

(These are made-up example rows, not real data.)

  • One amount column. Money in is positive, money out is negative.
  • page and line point at the exact spot on the PDF, so you can check any row against the statement.
  • Balance where the statement prints one. The single-table layout prints a balance on every row. The sectioned layout prints none, so that column is empty for those statements.
  • No formulas. If a description starts with =, +, - or @, it gets an apostrophe in front so Excel does not treat it as a formula.

Which Bank of America statements work

  • Personal checking, in the single-table layout and, in beta, the sectioned layout (separate sections for deposits, withdrawals, checks and service fees).
  • Small business checking, in the single-table layout. The sectioned business layout is not read yet.
  • Not yet: savings and money market, credit cards, and statements that combine several accounts.
  • Text PDFs only. Scans and password-protected files are refused.

Checked against your statement

PaperRows adds up what it found and compares it with the totals printed on the statement. If a check fails, the preview names the check and shows no rows and nothing to buy. We never guess a row to make the numbers work.

Matching totals cannot prove every row is right, so look over the preview before you pay. If a row is wrong, missing or extra, you get a full refund.

What it costs

The preview is free and needs no account. Downloading the CSV files for a statement costs $5. No subscription needed.

Other ways to use a Bank of America statement

PaperRows is independent and is not connected with Bank of America or Microsoft.