Bank Statement Converter for RSU Vesting

When restricted stock units vest and shares are sold to cover taxes, the net proceeds often land in your bank account as a single deposit that's easy to lose track of against your W-2 and brokerage statements. Convert your PDF bank statements to Excel so you can isolate RSU-related deposits, reconcile them against your pay stub, and keep clean records for tax time.

Key Benefits

• Track net deposits from RSU vesting events
• Reconcile vesting proceeds against your W-2 and pay stubs
• Document cash flow for mortgage or loan underwriting
• Export Excel for your tax preparer or financial advisor
• Free, no account required — files deleted after conversion

How It Works

1. Step 1: Download statements covering your vesting dates
2. Step 2: Upload each PDF to Bank Statement Converter
3. Step 3: Select Excel or CSV output
4. Step 4: Filter for brokerage transfer deposits

Frequently Asked Questions

Why does an RSU deposit need separate tracking?

RSU proceeds are already taxed as income on your W-2, so lenders and advisors often want to see the deposit isolated from regular pay to avoid double-counting it as separate income.

Can this help a mortgage underwriter understand my income?

Yes. An Excel export that clearly labels RSU-related deposits helps an underwriter distinguish one-time equity proceeds from your recurring salary.

Convert a Statement Free