Convert a SoFi statement PDF to Excel, categorized.
Upload any SoFi Checking and Savings statement PDF. Sortlumo extracts every transaction, normalizes cryptic merchant strings, and assigns one of 22 categories.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from SoFi.
Sign in to SoFi
Go to sofi.com and sign in to your account.
Open Banking
From the Banking home page, select the account you want to convert.
Click Statements
SoFi lists one PDF statement per account per month, by year.
Download the month
Save the PDF for the statement period you want.
Drop into Sortlumo
Drag the PDF into the upload zone and get categorized transactions in about ten seconds.
NoteSoFi doesn't mail paper statements for Checking and Savings, so the PDF you download here is the authoritative copy — worth keeping alongside the Excel export.
Exactly what we extract from your SoFi 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.
SoFi statement questions, answered.
Does this work for SoFi Checking and Savings in one statement?
Yes. SoFi issues a combined monthly PDF covering the accounts in your Banking profile, and Sortlumo separates the transactions as it parses.
Can I convert older SoFi Money statements?
Yes. SoFi Money cash-management statements use a similar text-based layout and parse the same way.
Will Sortlumo pick up my SoFi vault transfers?
Yes — transfers between vaults appear as transactions and are categorized as Transfers, so they don't distort your spending totals.
Is my SoFi login needed?
No. Sortlumo never asks for banking credentials and has no aggregator connection. The only thing that goes in is a PDF you download yourself.
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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 SoFi PDF. See it categorized in under a minute.
1 free statement/month · No card · Cancel anytime · See our security page