Convert a Capital One PDF statement to Excel, categorized.
Upload any Capital One checking, savings, Venture, Quicksilver, Savor, or Spark statement PDF — Sortlumo extracts every transaction, normalizes merchants, and categorizes them in seconds.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Capital One.
Sign in to capitalone.com
Go to the Capital One website on desktop. Click the account tile for the card or bank account you want to export.
Open the statements list
In the left menu, click "View Statements". Capital One shows recent statements first.
Download as PDF
Click the statement period you want, then choose PDF. The file saves to your computer immediately.
Drop into Sortlumo
Drag the saved Capital One PDF into Sortlumo. Categorized, mergeable across months, ready to export to Excel.
Exactly what we extract from your Capital One 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.
Capital One statement questions, answered.
Does Sortlumo work for Venture, Venture X, Quicksilver, Savor, and Spark cards?
Yes — Capital One uses one consistent PDF statement layout across all credit card products, and Sortlumo parses them all.
What about the 360 Checking and Performance Savings accounts?
Both supported. Bank account statements use a slightly different layout than credit cards, but Sortlumo handles both.
Can I see rewards earned per category?
Rewards earned aren't on the statement PDF, so Sortlumo doesn't show them. But the spend-by-category view lets you see which categories are driving your reward earn rate.
Are merchant disputes excluded?
Disputes appear on the statement as standard charges plus offsetting credits. Sortlumo extracts both and you can filter for disputed transactions.
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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 Capital One PDF. See it categorized in under a minute.
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