Statement2Budget
HomePricingBlog

Capital One Statement to Excel Converter

Turn Capital One credit-card and bank statements into Excel.

Convert Capital One Statement

Try 3 pages free • No signup • Files auto-deleted after analysis

Drop your statement here — 3 pages free, no signup

Drag & Drop Files Here

or

Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signup

Capital One statements mix payments, credits, and purchases. This converter keeps the purchases, categorizes them, and exports Excel you can drop into a budget or bookkeeping workflow.

Built for Capital One checking, savings, and credit-card statements

AI extraction — no retyping transaction tables

Automatic spending categories

Excel, budget-template, and PDF export

Password-protected PDFs supported

Try 3 pages free, no signup — files auto-deleted after analysis

How it works

1. Upload

Drop your Capital One statement — PDF, CSV, XLS, or OFX.

2. Extract & categorize

AI reads the layout and assigns budget categories.

3. Export

Download Excel or keep working in the dashboard.

Frequently asked questions

Upload the Capital One PDF, CSV, or OFX on the homepage. AI extracts every transaction, categorizes it, and you download Excel. Password-protected files are supported.

Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Files are deleted after analysis.

If the PDF is a photo or scan, we run OCR on the page images. A CSV/Excel export from your bank is still the most reliable backup.

Ready to try it?

Convert Capital One Statement

Works with your bank

United States

Chase · Bank of America · Wells Fargo · Citibank · US Bank · PNC Bank · TD Bank · Truist · Navy Federal Credit Union · USAA · Ally Bank · Discover · American Express · Regions Bank · Fifth Third Bank · Citizens Bank · Charles Schwab

Other regions