Convert any bank statement PDF into a categorized spreadsheet.
Pick your bank below for a step-by-step guide. Or just start free — Sortlumo works with any text-based bank or credit card PDF, regardless of issuer.
23 banks, step by step.
Chase
Convert a Chase bank statement PDF to Excel, categorized.
Wells Fargo
Convert a Wells Fargo bank statement PDF to Excel, categorized.
American Express
Convert an American Express PDF statement to a categorized Excel file.
Capital One
Convert a Capital One PDF statement to Excel, categorized.
Bank of America
Convert a Bank of America PDF statement to Excel, categorized.
Citi
Convert a Citi bank statement or credit card PDF to Excel, categorized.
U.S. Bank
Convert a U.S. Bank statement PDF to Excel, categorized.
PNC
Convert a PNC bank statement PDF to Excel, categorized.
Discover
Convert a Discover card statement PDF to Excel, categorized.
Ally
Convert an Ally Bank statement PDF to Excel, categorized.
TD Bank
Convert a TD Bank statement PDF to Excel, categorized.
Truist
Convert a Truist bank statement PDF to Excel, categorized.
Apple Card
Convert an Apple Card statement PDF to Excel, categorized.
Chime
Convert a Chime statement PDF to Excel, categorized.
SoFi
Convert a SoFi statement PDF to Excel, categorized.
Navy Federal
Convert a Navy Federal statement PDF to Excel, categorized.
Citizens
Convert a Citizens Bank statement PDF to Excel, categorized.
Regions
Convert a Regions Bank statement PDF to Excel, categorized.
Synchrony
Convert a Synchrony statement PDF to Excel, categorized.
Barclays
Convert a Barclays card statement PDF to Excel, categorized.
Fidelity
Convert a Fidelity statement PDF to Excel, categorized.
Charles Schwab
Convert a Charles Schwab statement PDF to Excel, categorized.
Wise
Convert a Wise account statement PDF to Excel, categorized.
Don't see your bank? It probably works.
The guides above cover the banks people ask about most, but nothing about Sortlumo is bank-specific: it parses the text of any standard bank or credit card PDF, including most regional banks and credit unions.
If your statement doesn't parse cleanly, email [email protected] with a sample and we'll add format support within 48 hours.