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.
Five most-asked-about banks.
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.
Don't see your bank? It probably works.
Sortlumo parses the text of any standard bank or credit card PDF. Banks we know work today:
- Truist
- Apple Card
- Chime
- SoFi
- Navy Federal
- Citizens
- Regions
- Synchrony
- Barclays
- Fidelity
- Charles Schwab
- Wise
- + most credit unions
If your statement doesn't parse cleanly, email [email protected] with a sample and we'll add format support within 48 hours.