Convert a Regions Bank statement PDF to Excel, categorized.
Upload any Regions checking, savings, or credit card PDF. Sortlumo pulls every transaction, normalizes merchants, categorizes them, and flags recurring charges.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Regions.
Sign in to Regions Online Banking
Go to regions.com and sign in.
Open Online Statements
From the Accounts menu, select Online Statements. You'll need to be enrolled in online statements to download PDFs.
Pick the statement
On the Online Statements & Documents page, find the account and period you want.
View or download the PDF
Save the file to your computer. Regions makes up to seven years of history available once you're enrolled.
Drop into Sortlumo
Drag the PDF into the upload zone and get categorized transactions in seconds.
NoteSeven years of history is unusually generous. If you want a long spending baseline, Regions is one of the few banks where you can build it in a single sitting.
Exactly what we extract from your Regions 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 any you changed by hand.
Regions statement questions, answered.
Does this work for Regions LifeGreen Checking and Savings?
Yes. Regions uses a consistent deposit-account layout, so its checking and savings statements all parse the same way.
Are Regions credit card statements supported?
Yes. Regions card statements are text-based PDFs and parse with the same categorization as deposit accounts.
Can I convert seven years of Regions statements?
You can, in batches of 10. That's a lot of uploads, so most people start with the last 12–24 months and go further back only if they need it.
Does Sortlumo connect to my Regions account?
No. There's no aggregator connection and no field for banking credentials anywhere in the product.
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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 Regions PDF. See it categorized in under a minute.
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