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Capital One

Convert your Capital One statement to CSV or Excel

Upload your Capital One statement and get a clean, structured spreadsheet in seconds.

Upload your Capital One PDF PDF up to 20MB or 50 pages

First conversion free · No sign-up needed · PDF never stored

Balance-checked

Every conversion is reconciled against the statement's own printed totals.

Processed in memory

Your PDF is parsed and discarded. It is never written to disk.

Up to 50 pages

Handles multi-month statements up to 50 pages or 20MB per upload.

How it works

  1. STEP 1

    Upload the PDF

    Drop in the statement. Password-protected files are unlocked with the password you supply.

  2. STEP 2

    Rows are extracted

    Dates, descriptions, amounts and running balance are read into the seven standard columns.

  3. STEP 3

    Download the CSV

    Open it in Excel, Google Sheets, QuickBooks or Xero.

Built for the quirks of Capital One statements

Capital One's two big products print very differently. A Capital One credit card statement is organised per card — each authorised user gets their own transaction block with the last four digits of their card number in the header — and every row carries a transaction date and a posted date rather than a single date. There is no running balance anywhere on a card statement; the anchor is the account summary that ties previous balance to new balance. A 360 Checking or 360 Performance Savings statement is the more conventional shape, with a balance column that moves down the page. Descriptions on both are long uppercase merchant strings, often with a city and state appended, and they wrap.

What the output looks like

Seven standard columns VERIFIED
DateNarrationReferenceValue DateDebitCreditBalance
01/04/2025Opening balance01/04/202512,480.00
03/04/2025Card payment - groceryREF4482103/04/202564.2012,415.80
07/04/2025Salary creditREF4490307/04/20253,200.0015,615.80
12/04/2025Standing order - rentREF4501012/04/2025950.0014,665.80

Illustrative rows. Every conversion is checked so that opening + credits − debits = closing.

Your statement stays yours

Never stored

The PDF is processed in memory and discarded when the conversion finishes.

Proven, not guessed

Output is labelled VERIFIED, DISCREPANCY or FAILED so you know what you got.

30-day history

Past conversions are kept for 30 days and you can delete them at any time.

Scans handled

Scanned or photographed statements fall back to OCR automatically.

Questions

Capital One's CSV export won't go back far enough. What now?

Capital One's own help centre gives two numbers worth knowing: the website shows the past two years of account activity, and you can view up to seven years of statements online for active accounts. Anything older than that activity view lives in a statement PDF, and PDFs are what this converts.

Can I convert a Capital One credit card statement with two cardholders on it?

Yes. Each card's transactions are printed as a separate block, so read your CSV with that structure in mind and check each block against its own subtotal before merging. Verification uses the account summary that ties previous balance, payments, purchases, fees and interest to the new balance.

Is uploading a statement safe?

The PDF is processed in memory and never stored. Conversion history is kept for 30 days and you can delete it at any time. Uploads are capped at 20MB or 50 pages, and scanned statements fall back to OCR automatically. Full walkthrough in the Capital One statement to CSV guide.

Try it on your next statement

Your first conversion is free — no account needed. Pro is /month for high-volume, month-end work.

Convert your Capital One statement

Prefer the long version? Read the full Capital One statement to CSV guide, including Capital One's own export options.

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