Savings Account Statement Converter — PDF to Excel & CSV

Savings account statements document interest earned, deposits, and withdrawals for tax reporting and financial planning. Bank Statement Converter extracts all savings account transactions into a clean Excel spreadsheet — with interest credited separately identified — in seconds.

Key Benefits

• Tracks interest earned — useful for Schedule B (Form 1099-INT reconciliation)
• Identifies all deposits, withdrawals, and transfers clearly
• Works with HYSA statements from Ally, Marcus, Discover, and more
• Export beginning and ending balance for financial statements
• Free for personal accounts — no account required

How It Works

1. Step 1: Download your savings account PDF from online banking
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select Excel or CSV format
4. Step 4: Download and use for tax reporting or financial planning

Frequently Asked Questions

Does it identify interest credited transactions?

Yes. Interest credited and dividend entries are captured with their description as reported by the bank. You can filter by 'interest' in Excel to total annual interest for Form 1099-INT cross-checking.

What if I have a high-yield savings account (HYSA)?

HYSA statements from Ally, Marcus, Discover, Synchrony, American Express, and other online savings banks are fully supported.

Can I use this for net worth tracking?

Yes. Export monthly savings statements to Excel and track your balance over time using a simple line chart or summary table across multiple months.

Convert a Savings Statement Free