Convert a Bank of America PDF statement to Excel, categorized.
Upload any Bank of America checking, savings, or credit card PDF. Sortlumo extracts every line, normalizes merchants, and assigns one of 22 categories — ready to filter and export.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Bank of America.
Sign in to Bank of America Online Banking
Go to bankofamerica.com on desktop. Pick the account from your Accounts Overview.
Open Statements & Documents
Click the "Statements & Documents" link. BofA retains 7 years of statements on most accounts.
Pick a statement and download
Click the statement period you want, then choose the PDF option. Save the file to your computer.
Drop into Sortlumo
Drag the BofA PDF into Sortlumo's upload zone. Wait a few seconds. Categorized transactions, ready to browse and export.
Exactly what we extract from your Bank of America 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. Sortlumo preserves every category override you've made, so your future self doesn't have to redo any work.
Bank of America statement questions, answered.
Does this work for Cash Rewards, Travel Rewards, Customized Cash, and other BofA credit cards?
Yes — Bank of America uses a unified credit card statement format, so all major cards parse the same way.
Are Merrill brokerage statements supported?
Not yet — Merrill produces a different statement format with investment activity. Bank of America deposit and credit card statements work today.
What about Bank of America Business Advantage accounts?
Business checking and small business credit card statements are supported. Larger commercial statements with treasury services may differ — send a sample to support if you hit issues.
Can I export multiple months into one Excel file?
Yes. Upload several months, switch to the All view, set your date range, then export — Sortlumo merges them in chronological order.
Drop in your first Bank of America PDF. See it categorized in under a minute.
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