Convert a SoFi statement to CSV
SoFi Checking and Savings splits savings into named Vaults, and the PDF statement reflects that structure. The converter flattens it into one clean CSV so you can reconcile the whole account at once.
Why SoFi statements are annoying to convert by hand
SoFi separates savings into named Vaults; the converter consolidates every Vault and the main balance into a single transaction list. You get one tidy ledger instead of fighting merged cells, split columns, and reference codes in a spreadsheet.
- 1. Drop in your SoFi statement PDF above.
- 2. Every transaction is extracted, cleaned, and categorized.
- 3. Download a CSV that's ready for Excel, Sheets, or your accounting tool.
Frequently asked questions
- Is my SoFi statement uploaded anywhere?
- Your PDF is processed in memory to extract the transactions and is not stored. Nothing is saved after the CSV is generated.
- Does it work with scanned SoFi statements?
- Yes. Text-based PDFs and scanned/image PDFs both work — the extractor reads the page visually when there's no selectable text.
- What columns are in the CSV?
- Date, Description, Amount (signed — negative for money out, positive for money in), Category, and Balance when the statement shows one.
- Can I import the CSV into QuickBooks, Xero, or Excel?
- Yes. The CSV is plain and spreadsheet-ready, so it opens in Excel or Google Sheets and maps cleanly into accounting tools.
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Not affiliated with SoFi. Your statement is processed in memory to extract transactions and is never stored.