Save the statement PDFs from U.S. Bank digital banking, drop them here, and download a clean OFX file plus CSV and Excel versions of every transaction. Review the rows on screen first, then export.
Upload your bank statement
Drop file here or click to upload
PDF, JPG, PNG, BMP, HEIC, TIFF
Uploading...
To convert a U.S. Bank statement to OFX, sign in to U.S. Bank digital banking, open Accounts and pick the statement type, save the PDFs, then upload them to OFXStatement and export OFX, CSV or Excel. U.S. Bank shows up to seven years of e-statements, but only 18 months of transaction history online, so the PDFs are the longer record.
U.S. Bank help pages draw a line between statements and transaction history. Statements are the long record. Transaction history is the short one, and that gap is why people end up holding a pile of PDFs.
The bank also offers its own transaction download in CSV, QFX or QBO form. That works for recent activity. It does not help when the history you need has already scrolled out of the online window, which is exactly the case where the monthly statement is all that is left.
As stated in U.S. Bank help articles.
| Record | Available online |
|---|---|
| E-statements (PDF) | Up to 7 years |
| Transaction history, online banking | Last 18 months |
| Transaction history, mobile app | Last 6 months |
| Certificates of deposit | No monthly statements, only maturity notices and a year-end interest statement |
A bookkeeper who takes over a U.S. Bank client in October can pull the last 18 months of activity from online banking. A cleanup that reaches back three or four years, a lender asking for twenty-four months of deposits, or a client who never connected a feed all come down to monthly statements.
Converting those PDFs gives the same transactions as structured data, ready for Xero, QuickBooks Online, NetSuite or a working paper in Excel. Statements ordered as copies from the bank, scanned paper or phone photos work the same way as files saved from digital banking.
U.S. Bank is one of the largest banks in those regions, so practices there see its statements constantly and need them in the ledger, not in a PDF viewer.
A client hands over a year of U.S. Bank statements in April. Excel totals by month and a searchable description column make the deposit review a short job.
Business loan files, divorce discovery and estate work all ask for bank activity line by line. A spreadsheet from the statements answers that request directly.
A single conversion gives you all three files, so the choice is only about where the data goes next.
| Destination | File to use | Why |
|---|---|---|
| Xero, NetSuite, Moneydance, GnuCash | OFX | Each transaction carries a unique FITID, so a month imported twice is flagged as a duplicate |
| QuickBooks Online | OFX or CSV | Both go through Upload transactions; split large histories into batches under 1,000 lines |
| Quicken | CSV | Quicken only accepts OFX-type files signed by the bank itself, so the CSV import is the route |
| Loan file, audit, litigation | Excel | Sort, filter and total deposits without touching accounting software |
Our OFX is version 1.0.2 SGML. Checks keep their check number, descriptions longer than the 32-character NAME field are kept whole in MEMO, and a closing balance is written only when the U.S. Bank statement prints one. Quicken users can follow the CSV walkthrough on the Quicken bank statement converter page.
In online banking open Accounts, choose the document type, pick the account, change the year as needed and save each monthly statement. Paper statements can be scanned or photographed instead.
Add every month in one go. The extracted table shows date, description and amount per row, so you can compare totals with the statement summary before exporting.
Download OFX, CSV or Excel and bring it into your ledger. Re-exporting later gives the same transaction IDs, so nothing doubles up.
Working through several U.S. Bank accounts or several clients at once? The bulk bank statement converter takes up to 50 files per batch on the Plus plan.
Billing is per page, not per statement or per account. Three years of a business checking account with eight-page statements is roughly 290 pages, a tenth of one month on Starter.
| Plan | Price | Pages each month | Fits |
|---|---|---|---|
| Demo | $0 | 15 in total, 5 per file, watermarked | Checking that a U.S. Bank statement reads correctly |
| Starter | $49 monthly or $294 a year | 3,000, statements up to 25 pages | Owners and small bookkeeping practices |
| Plus | $149 monthly or $894 a year | 12,000, any statement length | Firms with long business statements, API users |
Plans are single-user. Larger volumes are listed on the pricing page.
Sign in to online banking, open the Accounts menu, choose the document type and the account, change the year to reach older documents, then click the statement and save it. In the mobile app use Statements & docs. Upload the saved PDFs here to get OFX, CSV or Excel.
U.S. Bank states that you can view up to seven years of e-statements in digital banking. Transaction history is shorter, 18 months online and six months in the mobile app. Certificates of deposit have no monthly statements.
Yes. Every conversion includes an Excel workbook and a CSV next to the OFX, with dates, descriptions, amounts and check numbers in their own columns. Downloading more than one format does not use extra pages.
Yes. The extraction reads the transaction table on the page rather than one fixed template, so statements from older years, scanned paper or phone photos convert the same way as freshly saved e-statements.
No. You upload statement files you downloaded yourself, and nothing connects to your U.S. Bank account. Files remain in your account until you delete them and are not used for model training.
Wells Fargo PDFs to OFX and CSV.
Current and ordered archive copies.
Truist PDFs to OFX and CSV.
Statements from any US bank.
Built for tax firms and lenders.
Per-page pricing compared.
Get started converting bank statements to OFX.
USD
per month
per month
$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
per month
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.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
