Charles Schwab Statement to Excel Converter
Convert Schwab brokerage and bank statements to Excel.
Convert Charles Schwab StatementTry 3 pages free • No signup • Files auto-deleted after analysis
Drop your statement here — 3 pages free, no signup
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Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signupCharles Schwab statements cover brokerage, checking, and IRA activity in formats that do not paste cleanly. Upload the PDF, let AI extract every transaction, and download categorized Excel. Works with Schwab One brokerage and investor checking statements.
Built for Charles Schwab checking, savings, and credit-card statements
Every transaction — debits, deposits, fees — no retyping
Automatic spending categories
Excel, CSV, QuickBooks, Xero, QBO and OFX export
Password-protected and scanned PDFs supported
Try 3 pages free, no signup — files auto-deleted after analysis
How it works
1. Upload
Drop your Charles Schwab statement — PDF, CSV, XLS, or OFX.
2. Extract & categorize
AI reads the layout, keeps every row, and assigns spending categories.
3. Export
Download Excel, CSV, or a QuickBooks/Xero/QBO import file — or keep working in the dashboard.
Frequently asked questions
How do I convert a Charles Schwab statement to Excel?
Upload the Charles Schwab PDF, CSV, or OFX on the homepage. AI extracts every transaction, categorizes it, and you download Excel. Password-protected files are supported.
Can I import a Charles Schwab statement into QuickBooks or Xero?
Yes. The same upload exports a QuickBooks Online CSV, a QuickBooks Desktop .qbo file, a Xero bank statement CSV, or OFX, with every debit and credit and stable transaction IDs so re-importing a month does not create duplicates.
Is the Charles Schwab converter free to try?
Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $9.99. Files are deleted after analysis.
Does it work with scanned Charles Schwab PDFs?
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.
Same statement, other formats
One upload gives you every export. Pick the page for the file you need:
Ready to try it?
Convert Charles Schwab StatementWorks with your bank
United States