3 min readUpdated
Supported banks & files
Which banks work and what kind of file Sortlumo can read.
On this page
Sortlumo reads text-based PDF statements from most banks and credit-card issuers. If your bank lets you download a statement as a PDF, there's a good chance it just works.
Known-good banks
Chase, Wells Fargo, American Express, Discover, Capital One, and most credit unions are all supported. The list keeps growing — most banks follow similar statement formats, so new ones tend to work without any special handling.
File requirements
| Works | Doesn't (yet) |
|---|---|
| Text-based PDF statements | Scanned or photographed statements |
| Password-protected PDFs (you enter the password) | CSV / Excel files |
| Multi-page statements | Screenshots of transactions |
| Checking, savings & credit-card statements | Non-statement documents |
Tip
Not sure if yours works? The free plan includes one parse a month — try a statement and see. If it doesn't parse cleanly, reach out and we'll take a look.
Find your bank
Step-by-step guides for downloading and converting statements from specific banks.
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