SoFi Statement to Excel Converter
Convert SoFi Money and loan statements to categorized Excel.
Convert SoFi StatementTry 3 pages free • No signup • Files auto-deleted after analysis
Drop your statement here — 3 pages free, no signup
Drag & Drop Files Here
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Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signupSoFi statements cover checking, savings, and personal loans in a fintech layout that does not export to CSV. Upload the PDF, get every transaction extracted and categorized, and download Excel for budgeting.
Built for SoFi 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 SoFi 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
How do I convert a SoFi statement to Excel?
Upload the SoFi PDF, CSV, or OFX on the homepage. AI extracts every transaction, categorizes it, and you download Excel. Password-protected files are supported.
Is the SoFi 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 $4.99. Files are deleted after analysis.
Does it work with scanned SoFi 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.
Ready to try it?
Convert SoFi StatementWorks with your bank
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