Convert statements to excel.

SoFi Statement Converter

Statements can be requested through the SoFi app or via the Net Banking website.

You can convert your SoFi PDF statements to excel on this page. These are some of the more frequently processed layouts for SoFi.

Table headers are displayed on each page of the bank statement that contains transactions, this helps with filtering other data such as notices and advertisements.

SoFi statements do not include the year in the date column of the transactions table, this needs to be manually added to be able to import the bank statement's transactions in accounting software like Xero, MYOB and Quickbooks.

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Getting SoFi statements into excel is a common task. For any questions please reach out.