Bank guides
Bank guides · 2026-09-24 · 11 min read
How to Get Old Bank Statements (Even Closed Accounts)
Where to find old bank statements online, how to request older or closed-account statements from your bank, what to expect, and how to digitize them.
Bank guides · 2026-09-23 · 11 min read
Barclays Statement to CSV for Xero, QuickBooks and Excel
Turn Barclays and Barclaycard statements into clean CSV files for Excel, Xero, QuickBooks or FreeAgent, with UK date formats and balance checks.
Bank guides · 2026-09-22 · 11 min read
HSBC Bank Statement to Excel (UK and International)
Convert HSBC bank statements to Excel: UK date formats, Paid in and Paid out columns, transaction codes, multi-currency accounts and balance checks.
Bank guides · 2026-09-21 · 11 min read
Discover Card Statement to Excel: Step-by-Step
Convert Discover credit card and bank statements to Excel, handle cashback credits, refunds and interest, and verify the new balance before you use it.
Bank guides · 2026-09-20 · 11 min read
Ally Bank Statement to CSV: Export and Convert
Get Ally Bank checking and savings transactions into CSV: the online export, converting PDF statements, interest lines, transfers and clean imports.
Bank guides · 2026-09-19 · 11 min read
TD Bank Statement to Excel or CSV: A Practical Guide
Convert TD Bank (US) and TD Canada Trust statements to Excel or CSV, handle date formats and currencies, and verify balances before you import.
Bank guides · 2026-09-18 · 11 min read
PNC Virtual Wallet Statement to Excel: How We Do It
Convert PNC and Virtual Wallet statements to Excel, keep Spend, Reserve and Growth separate, handle transfers, and verify every account balance.
Bank guides · 2026-08-29 · 11 min read
U.S. Bank Statement to CSV: Download and Convert
How we get U.S. Bank transactions into CSV: the online export, converting PDF statements, formatting for QuickBooks or Xero, and catching missing rows.
Bank guides · 2026-08-28 · 11 min read
How to Convert a Citi Bank Statement to Excel
Turn Citibank checking and Citi credit card PDF statements into verified Excel sheets, with download tips, balance checks and cleanup steps.
Bank guides · 2026-08-27 · 11 min read
Navy Federal Statement to Excel: Complete Guide
Convert Navy Federal Credit Union statements to Excel or CSV, handle combined statements with several accounts, and verify every balance.
Bank guides · 2026-08-26 · 11 min read
How to Convert an Amex Statement to Excel
Convert American Express statements to Excel: downloads vs. PDFs, handling additional cardholders, signs, foreign charges and balance checks.
Bank guides · 2026-08-25 · 11 min read
How to Export a Capital One Statement to CSV
Get Capital One credit card and bank transactions into CSV: download options, converting PDF statements, sign conventions and import-ready formatting.
Bank guides · 2026-08-24 · 11 min read
Bank of America Statement to Excel, Step by Step
Convert Bank of America PDF statements to Excel: where to download them, how to convert, how to verify balances, and cleanup tips for bookkeeping.
Bank guides · 2026-08-23 · 11 min read
Wells Fargo Statement to CSV: A Practical Guide
How to get Wells Fargo transactions into a CSV file, from the online download to converting PDF statements, plus checks that catch missing rows.
Bank guides · 2026-08-22 · 11 min read
How to Convert a Chase Bank Statement to Excel
Turn a Chase PDF statement into a clean Excel sheet: download options, conversion methods, balance checks and the mistakes we see most often.