PDFCellsConverting statements from US banks
For recent activity, your bank’s own CSV or QuickBooks download is usually the simplest source. For older statements, closed accounts and scans, convert the PDF: each page below says how that bank lays out its statement and what to check after converting.
Bank notes
- Chase
Convert Chase checking and credit card statement PDFs to Excel: what the sections and MM/DD dates look like, signs to fix, and when Chase’s own CSV is easier.
- Bank of America
Convert Bank of America checking statement PDFs to Excel: section layout, MM/DD/YY dates, signed withdrawals, section totals checked, and the check grid.
- Wells Fargo
Convert Wells Fargo statement PDFs to Excel: Transaction history columns, M/D dates, daily balances checked row by row, and Wells Fargo’s own CSV window.
- American Express
Convert Amex card statement PDFs to Excel: Payments and Credits vs New Charges, MM/DD/YY dates, the * posting-date marker and wrapped merchant lines.
- Citi
Convert Citi credit card statement PDFs to Excel: transaction and post date columns, MM/DD dates without a year and how payments are signed.
- Capital One
Convert Capital One card statement PDFs to Excel: Trans Date and Post Date as “Aug 6”, credits as “- $12.84”, and how to add the year in Excel.
- PNC
Convert PNC Virtual Wallet statement PDFs to Excel: Activity Detail sections, amount-before-description columns, unsigned amounts and trailing-minus balances.
What banks let you download themselves
| Bank | Formats | How far back | Source |
|---|---|---|---|
| Chase | CSV, QFX, QIF, QBO on a computer | Last two years | chase.com |
| Wells Fargo | Comma Delimited, Quicken Web Connect | 90 days by default, up to 18 months for some accounts | wellsfargo.com |
| U.S. Bank | CSV, QFX, QBO (online banking, not the app) | Up to 18 months | usbank.com |
| American Express | Excel, CSV, PDF; Quicken and QuickBooks | Two years of transactions; Quicken/QuickBooks for recent activity and the past six statements | americanexpress.com |
| Capital One (checking and savings) | Activity on the website | Two years of activity; statements for seven years | capitalone.com |
| Navy Federal | Statements online | Up to 36 months of statements saved | navyfederal.org |
From each bank’s own help pages, checked October 2026. Outside these windows, the monthly PDF statements are the record.
Dates without a year
Many statements print dates as month and day only (01/15), with the year only in the statement period. For the statement formats (OFX, QBO, Xero CSV and the bank CSV), PDFCells takes each date's year from the printed period, so December dates on a January statement get the earlier year. When the page prints no period, the export panel's Statement year picker asks for the year, and those formats stay off until you pick one rather than guess. In the Excel export these dates stay as printed text.
The period is read from the page's text, table titles and rows. A scanned page read with AI has no page text, so a statement whose period sits outside its tables needs the picked year there; a batch can't ask, so a batch statement whose period isn't found stays blocked, and a saved batch reopened later keeps only its tables' titles and rows to find it in.
PDFCells has no bank-specific templates: every statement is read by the same layout engine and checked the same way. Its tests cover layouts modelled on each bank above (statementBanks.test.ts), built from these notes, not from real statements. The notes come from statements the banks have published and from public records, so check your own statement against them.