Convert SoFi PDF to CSV
Convert SoFi bank statements to CSV. SoFi obtained its bank charter in 2022 and offers checking, savings, and investing under one roof. Stop manual data entry and get your SoFi transactions into Excel, QuickBooks, or Xero in seconds.
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How to Download Your SoFi Statement PDF
- 1
Log in to your SoFi account at sofi.com or in the SoFi app
- 2
Navigate to your Checking or Savings account
- 3
Go to "Statements" or "Documents" in the account settings
- 4
Select the statement month you need
- 5
Download and save the PDF
SoFi obtained a national bank charter in 2022, making it SoFi Bank, N.A. Earlier "SoFi Money" statements (before the charter) may have a slightly different format — both are supported.
What Your SoFi CSV Will Include
SoFi Statement Format
SoFi Checking and Savings statements list transactions chronologically with date, description, amount, and balance. The combined Checking and Savings account (SoFi's "Vaults" for savings goals) may show vault transfers as internal transactions.
Supported SoFi Account Types
- SoFi Checking
- SoFi Savings
- SoFi Vaults
Simple, Transparent Pricing
Try free with up to 3 conversions per month. For scanned PDFs, messy layouts, and better extraction quality — upgrade to AI Pro.
Try it risk-free
- 3 free conversions per month
- CSV & Excel export
- Text PDFs only
- Standard extraction
- AI rescue
- Scanned PDF support
Best for one-off volume
- Unlimited text PDF conversions for 24h
- CSV & Excel export
- Guest checkout — no sign-up
- One-time payment, no sub
- AI rescue
- Scanned PDF support
1,000 AI credits included
Best for messy, scanned, or high-stakes statements
- AI rescue when standard extraction isn't good enough
- Scanned & image PDF support
- Batch upload (up to 10 files)
- QBO, JSON, CSV & Excel export
- Dashboard & history (7-day retention)
- Priority support
- Failed AI rescues refunded automatically
AI extraction pauses at 1,000 credits each month; annual billing gives you a larger upfront pool.
Only AI rescue and scanned PDF extraction use credits. Standard text-PDF extraction stays free and unlimited for all tiers.
SoFi Tips & Notes
- 1
SoFi became a nationally chartered bank in January 2022 — older "SoFi Money" statements are also supported
- 2
SoFi Vaults (savings buckets) appear as internal transfers on the main checking statement
- 3
SoFi also offers investing and loan products — those have separate statement formats
- 4
Our parser automatically detects ABA routing numbers and account numbers in your statement for accurate identification
Secure Handling
Your SoFi statements are encrypted and processed securely. We automatically delete all files after 24 hours.
Instant Conversion
Our specialized parsing engine understands the SoFi layout to extract data instantly and accurately.
Format Ready
Get a clean CSV or Excel spreadsheet with dates, descriptions, and amounts properly formatted for accounting software. Need higher accuracy? Try AI extraction.
Common SoFi Conversion Issues
Encrypted PDF Errors
Some US banks (like SoFi) may secure their PDFs. If our tool flags the file as encrypted, try “printing to PDF” (Ctrl+P / Cmd+P) to create a new, unlocked version before uploading.
Check Images
Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.