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🏦 SoFi

Convert Your SoFi Statement PDF to CSV

Need your SoFi transactions in a spreadsheet for taxes, bookkeeping, or audits? Drop your PDF below and get a clean CSV in seconds — without uploading anything to the internet.

Convert SoFi Statement Now
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No Upload PDF stays on your device
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Works Offline Load once, use forever
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No AI/LLM No data sent to any AI

Your Financial Data Never Leaves Your Browser

Bank statements contain sensitive information: account numbers, transaction details, balances. That is why we built this tool differently:

  • No server uploads — Your PDF is processed entirely in your browser using WebAssembly technology
  • No cloud storage — Nothing is saved anywhere. Close the tab and it's gone
  • No AI or LLM processing — We don't send your data to ChatGPT, Claude, or any AI service
  • Works offline — After the first load, turn off your internet and it still works

Don't just trust us, verify it: Load the site once, then disconnect from the internet and try converting another PDF. It works because nothing is being sent anywhere.

Works With All SoFi Statement Types

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SoFi Checking

SoFi Checking

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SoFi Savings

SoFi Savings

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SoFi Credit Cards

SoFi Credit Card

How to Convert Your SoFi Statement

1

Download Your Statement

Log in at sofi.com. Navigate to your bank account and select 'Statements.' Download the PDF for the desired period.

2

Drop It Here

Drag and drop your PDF into our converter (or click to browse). Processing happens instantly in your browser.

3

Download Your CSV

Preview your transactions and download a clean CSV file. Ready for Excel, Google Sheets, QuickBooks, or your tax software.

Note about SoFi statements: SoFi combines checking and savings into a single 'SoFi Money' account with Vaults. Statements reflect this hybrid structure.

Cited Statistics

What Your SoFi CSV Will Look Like

After conversion, your CSV file will contain columns like:

Date Description Amount Balance

SoFi is a fintech bank offering high-yield checking and savings. Their digital-first approach means statement PDFs are consistently formatted.

Perfect For

Tax Preparation

Export your SoFi transactions to categorize deductible expenses for tax season. Import directly into TurboTax, H&R Block, or share with your CPA.

Bookkeeping

Keep your books accurate by importing SoFi transactions into QuickBooks, Xero, or Wave. No manual data entry.

Audits & Records

Need transaction records for an audit or legal matter? CSV files are easier to search, filter, and analyze than scrolling through PDFs.

Expense Reports

Match charges to receipts faster. Export your SoFi statement and reconcile expenses in your spreadsheet.

Frequently Asked Questions

Is my data really safe?

Yes, completely. Your PDF is processed entirely in your browser using WebAssembly technology. Nothing is uploaded to any server. You can verify this by opening your browser's Network tab or disconnecting from the internet before converting.

How can I verify my PDF isn't being uploaded?

Load our site once, then turn off your WiFi or disconnect from the internet. Now try converting a PDF. It still works. This proves everything happens locally in your browser. You can also open your browser's Network tab in Developer Tools to see that no data is sent anywhere.

What SoFi statement formats are supported?

We support all SoFi consumer and business statements including: SoFi Checking, SoFi Savings, SoFi Credit Card.

SoFi combines my checking and savings. Will both convert?

Yes. SoFi's combined account statement includes all transactions from both checking and savings (including Vaults). All are extracted into the CSV.

What if my PDF has multiple pages?

No problem. We automatically extract transactions from all pages and combine them into one CSV file. Multi-page statements work without issues.

Can I use this for my business or clients?

Yes. Whether you are a CPA, bookkeeper, or small business owner, you can use this tool for yourself and your clients. Since nothing is uploaded, you maintain complete confidentiality.

Why does it take a few seconds on first load?

The first time you visit, we load a PDF processing engine (WebAssembly). This is about 10-15MB and gets cached in your browser. After that, subsequent visits and conversions are nearly instant, even offline.

Ready to Convert Your SoFi Statement?

No signup. No upload. 100% private. Just drop your PDF and download your CSV.

Start Converting →