U.S. Bank statement to Excel
U.S. Bank groups a statement into deposits, card withdrawals and other withdrawals. Here they become one list in a spreadsheet, with a check against the beginning and ending balance.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
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How to do it
- Sign in at usbank.com or in the U.S. Bank app, open the account and go to Statements. Download the statement as a PDF.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- Amounts in the withdrawal sections come out negative even though U.S. Bank prints them without a minus sign.
- Section totals are skipped, and a section that continues on the next page is read as one.
- Checked on sample statements laid out like a U.S. Bank checking statement: every transaction was read and the balances added up.
Questions
Does it read the U.S. Bank card statement too?
Yes. A credit card statement is recognised by words such as Minimum payment and Payment due, and purchases come out negative.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
What if the balance check fails?
The table marks the rows where the balance chain breaks. Usually one column was read the wrong way: change its type in the table header, or the Amounts setting for a card, and the check runs again.
Does it work with a scanned or photographed U.S. Bank statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.