PDFCellsConvert a Bank of America statement PDF to Excel
Open the Bank of America statement PDF in PDFCells and download Excel. Bank of America prints full dates (MM/DD/YY) and puts a minus sign on withdrawals, so dates and amounts arrive ready to use; each section’s Total line is checked against its rows.
What a Bank of America checking statement looks like
| Part | What is printed |
|---|---|
| Account summary | Beginning balance on [date], Deposits and other additions, Withdrawals and other subtractions, Checks, Service fees, Ending balance on [date] |
| Deposits and other additions | Date, Description, Amount; unsigned amounts; ends with “Total deposits and other additions” |
| Withdrawals and other subtractions | Date, Description, Amount; amounts with a leading minus (-800.00); may continue on the next page as “- continued” |
| Checks | Side-by-side blocks of Date, Check #, Amount; an asterisk on a check number marks a gap in the sequence |
| Service fees | Date, Transaction description, Amount |
Dates are MM/DD/YY (for example 04/15/16). There is no running balance on transaction rows. This is the layout of published 2016 and 2020 statements and the account summary of Bank of America’s own 2019 sample.
Converting it with PDFCells
- Download the statement PDF from Bank of America online banking (Statements & Documents). A PDF saved from online banking has a text layer, so it is read exactly and free.
- Open it at pdfcells.com. The PDF is opened and converted on your device. Nothing leaves the browser unless you choose an AI feature, and then only what that feature needs (exactly what is sent).
- Check each table against the page in the grid. Untick any table you don’t want, such as a daily balance summary.
- Download Excel.
- Dates are full dates, so they become real Excel dates.
- Signs are printed, so withdrawals and fees stay negative and a sum of all sections gives the net change.
- Section totals: “Total deposits and other additions” and “Total withdrawals and other subtractions” are checked against the rows above them, and the table is marked Footed when they match.
- Checks section: side-by-side tables are the weakest layout in PDFCells’ own tests. Compare it with the page before you rely on it.
- Statement formats: the deposits, withdrawals, checks and fees sections are read together, each checked against its own Total line and the account summary, and then OFX, QBO, the Xero CSV and the bank CSV are offered. A Checks section with no description reads each row as “Check 1041”. If the checks come out as side-by-side blocks rather than one table, the statement won’t tie; fix the table in the grid or use Excel.
Bank of America’s own download
Bank of America online banking offers transaction downloads for recent activity. Formats and how far back they reach have changed over time, so check the download options in your account first; use the PDF for anything older.
Questions
Do Bank of America statements need the year added?
No. Bank of America prints MM/DD/YY, so dates convert straight to Excel dates.
What if deposits and withdrawals come out as separate tables?
Bank of America prints them as separate sections, each with its own header and total, so they may come out as separate tables. Choose the one-sheet layout to put every table on one sheet.