SoFi bank statement to CSV
Convert SoFi app-based account statements from PDF into a clean spreadsheet with dates, descriptions, signed amounts and balances. Free, no signup, and your file is never stored.
Also known as SoFi Money, SoFi Checking and Savings.
Convert a SoFi statement
Drop your SoFi PDF statement here
or click to browse · 10MB max · nothing is stored
About SoFi statements
SoFi statements combine checking and savings vaults in one document, with frequent internal transfers between them. Getting the vault attribution right matters for reconciliation.
How to download your SoFi statement as a PDF
Sign in at sofi.com or the app, open Documents or Statements, and download the PDF.
Always take the statement file the bank issues rather than printing a transaction list from the browser. The issued statement is the document of record, and it converts more reliably than a printed page.
What a SoFi statement looks like
A balance summary is followed by a dated activity table covering both the checking and savings sides of the account.
SoFi quirks to watch for
These are the details that break a copy-paste into Excel, and the reason a SoFi statement rarely lands cleanly on the first try:
- Vault transfers generate paired debit and credit rows.
- Interest posts monthly across both balances.
- Loan and invest products are documented separately from banking.
- US statements print dates month first, which is what a US-configured spreadsheet expects.
What you get back
Every SoFi conversion returns the same columns, in USD, so statements from different months and different accounts stack in one spreadsheet without rework:
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2026-03-04 | CARD PAYMENT TO SUPERMARKET | -64.20 | 2,481.19 |
Check the export before you use it: opening balance plus the sum of the amount column should equal the closing balance printed on your SoFi statement.
Why not just export from SoFi directly?
Use the direct export when it covers the period you need. It rarely does. Direct CSV, OFX and QBO downloads are usually capped at a recent window, while PDF statements stay available for years, and they are the only thing left once an account is closed. Converting the PDF removes the date limit entirely.
Frequently asked questions
+Are vaults separated in the export?
Vault movement is preserved in the description so you can trace both sides of an internal transfer.
+Can I convert SoFi Invest statements?
Yes, if the document contains a dated activity table rather than only a holdings snapshot.
+Is the SoFi statement converter free?
Yes. No signup, no email and no watermark on the output. The only limit is a 10MB file size.
+Do you store my SoFi statement?
No. The PDF is processed in memory to build the CSV and is never written to disk or retained.
+Is this service affiliated with SoFi?
No. This is an independent tool with no connection to SoFi. It reads a PDF you already have and never connects to your account.