Convert SoFi Bank Statements to Excel & CSV
Upload your SoFi Bank PDF bank statement and get clean, structured data in Excel or CSV format. Free, accurate, and secure.
Ready to Convert Your SoFi Statement?
Upload your SoFi PDF bank statement and get clean Excel or CSV data in seconds. Free to try, no credit card required.
Convert SoFi Statement NowAbout SoFi Statement Format
SoFi Checking and Savings share a single combined monthly statement, reflecting how the two accounts operate as one product. The PDF opens with a summary of both balances, then lists activity chronologically — direct deposits, debit card purchases, transfers between checking and savings Vaults, and interest earned. Descriptions are detailed, usually naming the merchant or counterparty. Because SoFi is a digital-only bank, e-statements are the default and only delivery method.
Statement Features
- Combined statement covering both Checking and Savings activity in one PDF
- Interest earned shown per account, useful given SoFi's high-yield savings rates
- Vault transfers and round-ups itemized as distinct transaction lines
- Direct deposit entries identify the source, supporting early paycheck tracking
How to Convert SoFi Statements to Excel
Download Your Statement
Log in to your SoFi online banking and download your statement as a PDF.
Upload the PDF
Go to our homepage and drag your SoFi PDF into the upload area.
Download Excel / CSV
Your transactions are extracted automatically. Download as Excel or CSV instantly.
Tips for SoFi Statement Conversion
- Log in to SoFi and click Statements on your Banking homepage — PDFs are organized by month and year (in the app, it's under the banking account's settings)
- SoFi keeps roughly the last two years of statements online, so download older months before you need them
- The combined checking-plus-savings format converts into one spreadsheet — filter by account section if you want them separated
- SoFi Invest and loan statements live in their own product sections, separate from Banking statements
SoFi Statement FAQ
How do I download my SoFi bank statement as a PDF?
Sign in to SoFi on the web, go to your Banking homepage, and click Statements to see PDFs listed by month and year. The same documents are reachable in the SoFi app. Once saved, upload the PDF to convert it into an Excel or CSV file.
Does the converter handle SoFi's combined checking and savings statement?
Yes. SoFi issues one statement covering both accounts, and the converter extracts every line — checking transactions, savings activity, Vault transfers, and interest credits — into a single Excel sheet. You can then sort or filter by account if you need them apart.
Can I export SoFi transactions as CSV directly instead?
SoFi offers a transaction export from the app for recent activity, but the monthly PDF statement remains the complete official record with balances and interest detail. Converting the statement PDF to CSV gives you the full month exactly as SoFi reported it.