Convert an Ally Bank statement PDF to Excel, categorized.
Upload any Ally Bank Spending Account, Savings, or Ally credit card PDF. Sortlumo extracts every transaction, normalizes merchants, and assigns one of 22 categories — no bank linking required.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Ally.
Sign in to ally.com
Go to ally.com on desktop and open the Ally Bank account you want to export.
Open Statements
Click "Statements & Tax Forms" (under the account or Documents menu).
Download the PDF
Pick the monthly statement and download it as a PDF.
Drop into Sortlumo
Drag the Ally PDF onto Sortlumo. Categorized transactions appear in about 10 seconds.
Exactly what we extract from your Ally statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including anything you corrected or set a merchant rule for.
Ally statement questions, answered.
Does Sortlumo work for the Ally Spending Account and Savings Account?
Yes. Ally's online Spending and Savings statements are text-based PDFs that Sortlumo parses cleanly.
What about Ally credit cards?
Ally's credit card statements use a standard layout that Sortlumo parses the same way as its deposit accounts.
Can I track multiple Ally buckets in one place?
Yes. Upload each account's statements and Sortlumo gives you one combined, categorized view across them.
Are older Ally statements supported?
Yes, as long as the PDF is text-based rather than a scanned image.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Ally PDF. See it categorized in under a minute.
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