Convert a SoFi bank statement to Excel
Convert a SoFi statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. SoFi statements use this layout: Date, Description, Amount and Balance.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
Columns
Date, Description, Amount and Balance.
Best source
Download the PDF statement from your SoFi account.
Review target
Flagged rows, opening and closing balances.
Watch-outs for SoFi statements
SoFi usually relies on one signed amount column. Flagged rows often come from a minus sign or parenthesized amount being read the wrong way.
Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.
Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.
How to convert a SoFi statement
- 1
Download your SoFi statement as a text-based PDF from online banking.
- 2
Drop the PDF into the local converter on this page.
- 3
Review detected columns, opening and closing balances, and every flagged row.
- 4
Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.
Frequently asked questions
No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your SoFi statement is not uploaded or sent to an AI service.
Download the PDF statement from your SoFi account.
Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.
Updated · StatementSift team