Drop in the monthly PDFs from Bank of America Online Banking, or the older copies the bank emails you on request, and download the postings as an OFX ledger file or as CSV and Excel. The extracted table is on screen before you choose a plan.
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To get a Bank of America statement into accounting software as OFX, save the PDF from Statements and Documents, upload it here and export OFX (or CSV for Quicken and QuickBooks Online). Online Banking shows the last 18 months; anything up to seven years old can be ordered from the bank as an electronic copy and converted the same way.
Bank of America lets you view, print and download about a year and a half of statements yourself. Its paperless FAQ also says the bank keeps statement copies for up to seven years, and that copies older than the online window can be ordered online at no charge and delivered electronically. Paper copies by mail usually take 7 to 10 business days.
That gap is where most conversion jobs come from. A tax preparer asked for three years of deposits, a bookkeeper picking up a client who never connected a feed, a divorce attorney tracing a joint account: all of them end up holding a stack of ordered PDFs with no matching download file. Those PDFs read here exactly like the monthly ones.
Summarized from the bank's paperless statements FAQ.
| Statement age | How you get the PDF |
|---|---|
| Last 18 months | Download it yourself in Online Banking, check images included |
| 18 months to 7 years | Order an electronic copy online, no charge listed |
| Any age, on paper | Order by mail, about 7 to 10 business days |
| Older than 7 years | Beyond the bank's stated retention; only your own saved copy |
Printed paper statements can be photographed or scanned and uploaded as images; the converter reads JPG, PNG, TIFF and HEIC as well as PDF.
Catch-up work for clients whose prior years exist only as PDFs. OFX goes straight into Xero, NetSuite or Sage; CSV into QuickBooks Online.
Filling the months before a bank connection started, or after it dropped. Moneydance reads the OFX; Quicken takes the CSV.
Underwriters and brokers who want two to twelve months of deposits as a sortable Excel sheet instead of reading PDFs line by line.
Divorce, probate and fraud matters where years of ordered statements need to become one searchable spreadsheet.
The file follows OFX 1.0.2, the SGML version that Xero, Moneydance, GnuCash and Microsoft Money all accept. Each line of the statement becomes one STMTTRN block.
| Statement field | Written as | Why it matters on import |
|---|---|---|
| Date | DTPOSTED, YYYYMMDD | Puts every row in the right period when you reconcile a month |
| Deposit or withdrawal amount | TRNAMT with sign, TRNTYPE CREDIT or DEBIT | Debits arrive negative, so totals tie to the statement summary |
| Check number from the checks section | TRNTYPE CHECK plus CHECKNUM | Outstanding checks clear by number instead of by guesswork |
| Description | NAME (32 characters) and MEMO (full) | Long Zelle and card descriptions are not lost to the NAME limit |
| No printed equivalent | FITID from date, amount, text and row order | Re-importing the same statement is recognized, not doubled |
| Ending balance | LEDGERBAL | Included only when the statement prints one, never invented |
One caution for Quicken users: Quicken only imports OFX-family files that carry a bank's own sign-on ID, which no third-party converter can supply honestly. Use the CSV export with the Quicken bank statement converter instructions, and keep the OFX for everything else.
In Online Banking open Statements and Documents, pick the account and save each month. For older months, place the copy order first and save the files when they arrive.
Add the whole set to the converter. Starter takes statements up to 25 pages; Plus has no page cap and accepts 50 files per batch.
Compare extracted deposits and withdrawals with the account summary on page one. A mismatch points to the exact month to look at.
OFX for Xero, NetSuite, Moneydance or GnuCash. CSV for QuickBooks Online and Quicken. Excel for workpapers and loan files.
Rebuilding several years for one client is a batch job. The bulk bank statement converter handles the whole folder in a single run and merges the months into one file per account.
Billing is per page, not per statement or per account. A typical personal checking statement runs four to eight pages, so seven years of one account is roughly 350 to 700 pages.
| Plan | Price | Pages per month | Fits |
|---|---|---|---|
| Demo | $0 | 15 in total, 5 per file, watermarked | Checking that one statement imports cleanly |
| Starter | $49 monthly or $294 a year | 3,000, statements up to 25 pages | A household archive or a few client catch-ups a month |
| Plus | $149 monthly or $894 a year | 12,000, any statement length | Firms, Business Advantage accounts with long statements, API use |
Plans are single-user. The full feature list is on the pricing page.
About 18 months in Online Banking. The bank says it keeps statement copies for up to seven years, and older ones can be ordered online and sent electronically. Once you have those PDFs, they convert to OFX, CSV or Excel like any recent month.
Yes. The same conversion gives you an Excel workbook and a CSV next to the OFX, with date, description, amount and check number in their own columns. Choosing a different format does not cost extra pages.
Yes. Business Advantage checking statements with many deposits and merchant settlements convert normally. If a single statement is longer than 25 pages, it needs the Plus plan, which removes the per-statement page cap.
Not through Web Connect. QuickBooks Desktop expects a bank-issued QBO file, which no converter can produce. QuickBooks Online imports the CSV or the OFX. Desktop has no built-in bank CSV import, so Desktop users rely on a separate import utility for the CSV.
No. You download or order the statements yourself and upload the files. Nothing connects to your bank account, files stay in your account until you delete them, and they are not used to train models.
Seven years of deposit statements online.
Citi PDFs, including requested older months.
Statements from any US bank to OFX.
Prior years into Xero as OFX.
Backfill history before your connection.
Bulk extraction for firms and lenders.
Get started converting bank statements to OFX.
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$294 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion with bulk upload, custom templates and reports.
USD
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per month
$894 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
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per month
$ charged today
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| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
