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Convert SoFi Bank Statement
to Excel & CSV

SoFi statements present a modern digital layout covering Checking and Savings vaults within a single combined statement. Transactions are listed with clear merchant descriptions, and interest earnings are highlighted alongside the competitive APY rate. Upload your SoFi statement PDF and get a categorized spreadsheet and visual spending dashboard in seconds.

Upload SoFi Statement — $2.99

SoFi Technologies, Inc. serves Over 8 million members. StatementVision supports all SoFi statement formats — checking, savings, credit card, and business accounts.

About SoFi Statement Format

SoFi Checking statements display transactions by date with merchant name, amount, and running balance

Savings vault statements show interest accrued, APY rate, and any vault-to-vault transfers

Combined statements cover both Checking and Savings in a unified digital format without branch references

What You Get with SoFi Statement Conversion

Parses SoFi Checking and Savings vault statements

Extracts interest earnings and APY details from savings sections

Handles vault-to-vault transfer labeling across accounts

Preserves detailed merchant descriptions and transaction metadata

Supports SoFi Relay-linked external account statement summaries

Frequently Asked Questions

Convert Your SoFi Statement Now

Upload your SoFi PDF statement and get a visual dashboard plus Excel export in seconds. No account needed.

Upload SoFi Statement — $2.99

Pay only after you see your results. Files encrypted & auto-deleted.