Bank Statement Converter for Assisted Living

Assisted living facilities charge substantial monthly fees, and families often need to document those payments for Medicaid spend-down planning, tax deductions, or simply to track a parent's finances. Convert your PDF bank statements to Excel so you can total monthly costs, confirm payments were made, and present a clear record to family members or a Medicaid caseworker.

Key Benefits

• Total monthly assisted living fee payments
• Document spending for Medicaid spend-down planning
• Support a medical expense tax deduction
• Export Excel for family members or a caseworker
• Free, no account required — your data stays private

How It Works

1. Step 1: Download statements covering the facility payments
2. Step 2: Upload each PDF to Bank Statement Converter
3. Step 3: Select Excel or CSV output
4. Step 4: Filter for payments to the facility and total them

Frequently Asked Questions

Why document assisted living costs for Medicaid?

Medicaid spend-down rules require showing how assets were spent on care, and a converted Excel record of facility payments supports that documentation.

Can assisted living costs be tax deductible?

Some medical-related portions may qualify as deductible medical expenses, and a documented payment history helps your tax preparer assess that.

Convert a Statement Free