Statement converters, by bank
Every bank lays a statement out differently, and the differences are where conversions go wrong — a column whose sign lives in its heading, a balance summary that looks like a transaction table, a billing cycle that is not a month. These pages cover what each bank does and what to check afterwards.
Chase
Checking statements are grouped by type, not sorted by date
Bank of America
The beginning balance sits in the transaction table
Wells Fargo
The CSV export has no header row
Citi
Multi-card statements restart the dates for each cardholder
Capital One
Two date columns, and the wrong one lands transactions in the wrong month
American Express
The billing cycle straddles two calendar months
U.S. Bank
The daily balance summary looks exactly like a transaction table
PNC Bank
The sign lives in the section heading, not in the number
TD Bank
TD Bank and TD Canada Trust are two banks wearing one logo
Truist
A year of history can be three different statement layouts
Your bank is not listed
The converter reads statements from any bank — these pages exist for the ones whose layout has a quirk worth writing down, not as a list of what is supported. Tell us which bank you use and we will add it.