Convert SoFi Bank Statement to Excel — Step-by-Step Guide

SoFi Bank PDF statement: Convert PDF statement to Excel (.xlsx). Opens directly in Microsoft Excel with proper columns — Date, Description, Debit, Credit, Balance. Free, no signup.

Output format: Excel (.xlsx)

Supported account types: SoFi Checking and Savings (combined high-yield account), SoFi Savings with up to 4.60% APY, SoFi Credit Card (unlimited 2% cash back), SoFi Student Loan Refinancing accounts

How to Convert

1. Log in to https://www.sofi.com and download your statement as a PDF
2. Upload the PDF to Bank Statement Converter
3. Select Excel as the output format and click Convert
4. Download your .xlsx file — ready in under 20 seconds

Other formats: SoFi Bank to CSV · SoFi Bank to QuickBooks · SoFi Bank to Xero · SoFi Bank to Google Sheets · SoFi Bank to Quicken

Frequently Asked Questions

What Excel format is the output?

The output is a standard .xlsx file (Excel 2007 and later). It opens in Microsoft Excel, Google Sheets, LibreOffice Calc, and Numbers for Mac without any conversion.

Are amounts formatted as numbers in Excel?

Yes. Debit, Credit, and Balance columns are formatted as Number with 2 decimal places. You can apply currency formatting (Ctrl+1 → Number → Currency) immediately after opening.

Can I use formulas on the converted Excel file?

Yes. SUM, AVERAGE, SUMIF, VLOOKUP, and all Excel functions work on the converted data immediately. The Date column is formatted as a proper Excel date, enabling date-based formulas.

Does the Excel file have multiple sheets?

The standard output is a single sheet with all transactions. If you convert multiple statements at once, each statement period appears on a separate named sheet.