A green card or visa packet often needs a year of bank statements to show account history and available assets, and every statement is a PDF that will not paste into a spreadsheet. Upload the statements and BankXLSX returns clean Excel or CSV rows with dates, descriptions, amounts, and running balances, so an immigration paralegal can total balances and average deposits in minutes instead of keying them by hand. Built for immigration attorneys, accredited representatives, and self-filers assembling financial evidence. Start free, no credit card.
Last updated July 2026
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Convert every statement PDF into a spreadsheet, then total the closing balances and average the monthly deposits so the financial evidence reads at a glance. USCIS reviewers and consular officers want to see steady account history and enough assets, not a stack of loose PDFs. Upload each month to BankXLSX and it writes every transaction into dated rows with the running balance intact, so you can show the account never dropped below a figure, sum deposits to demonstrate income, and label the statements by account and month. That turns an afternoon of retyping into a one-page summary you can attach to the I-864, I-134, or adjustment-of-status packet.
The financial section is where filings stall. The proof is real, but it arrives as a pile of PDF statements that no one can add up quickly.
Sponsors relying on assets are often asked for twelve months of statements per account. Downloaded one month at a time, that is a folder of PDFs with no way to total balances across them.
Copy a statement into Excel and the dates, descriptions, and amounts collapse into one column, so building a balance summary by hand means retyping every line.
The reviewer needs the average balance and the deposit history at a glance. Buried in raw PDFs, the strongest part of the file gets missed.
Statements printed and rescanned for a packet are image-only, so you cannot even select the text, let alone sort or total it.
When income alone does not meet the guideline, the sponsor leans on assets, and USCIS expects those documented with statements rather than a stated figure.
Checking, savings, and a joint sponsor each bring their own statements, and reconciling them into one picture is exactly the tedious step that delays the filing.
Upload the statements for every account and month, and the converter writes each transaction into spreadsheet columns you can total, average, and summarize for the packet.
Each line becomes a row with date, description, amount, and running balance, so a deposit or a month-end balance sits in its own cell ready to total.
The statement balance carries through every row, so you can show the lowest balance in the period and prove the account stayed above a threshold.
OCR pulls the numbers off image-only and rescanned statements that other tools cannot select, so a photocopied packet still becomes data.
Convert a year of statements and stack them into one sheet, then total deposits and average the closing balance across the whole period.
Download a clean XLSX or CSV to build the one-page balance and deposit summary an officer can read without opening a dozen PDFs.
256-bit encryption in transit and you can delete uploads whenever you want, which matters for a file full of names, account numbers, and balances.
No software to install and no credit card to start.
Save every month of statements for each account the filing relies on, sponsor and joint sponsor alike, straight from online banking.
Tip: Twelve months is the common ask when assets are part of the case.
Drag the statements into the box above. The converter reads each one, scans included, and writes every transaction to a row.
Tip: Upload a full year at once to summarize the whole period together.
Save the result as XLSX or CSV, then total the deposits, average the closing balance, and label each block by account and month for the exhibit.
Tip: Show the minimum running balance to prove the account never fell below the figure you claim.
Anyone assembling the financial half of an immigration filing ends up staring at a folder of PDFs, so the people converting them are the professionals who prepare packets and the applicants filing on their own.
Firms preparing affidavits of support in volume convert client statements to build the asset and deposit summary that goes in front of the officer.
Nonprofit and BIA-accredited reps assembling packets on tight timelines turn a year of statements into a totaled sheet without hiring extra hands.
Sponsors filing an I-864 or I-134 themselves convert their statements to show average balances and steady deposits in one clean summary.
When a joint sponsor or household member adds income and assets, their statements convert the same way so every account rolls into one picture.
It depends on the form, but twelve months is the figure that comes up most when assets are part of the case. A sponsor whose income alone meets the guideline may only attach the most recent tax return and a pay stub, while a sponsor relying on savings or investments to make up a shortfall is usually asked to document those accounts with statements covering a longer stretch, often a full year, to show the balance is real and stable rather than a one-day deposit. Whatever the count, the work is the same: turn each PDF into rows, total the balances, and present a summary the reviewer can read in seconds.
The financial-support forms are the ones that lean on statements. The table below lists the common filings and how bank statements fit each. Always confirm the current instructions on the USCIS or State Department page for your specific form, because requirements change and the officer, not a converter, decides what satisfies the case.
| Filing | Where bank statements help |
|---|---|
| I-864 Affidavit of Support | Document a sponsor's assets when income alone does not meet the guideline |
| I-134 Declaration of Financial Support | Show the supporter can maintain the beneficiary for visa and parole cases |
| Adjustment of status (I-485 packet) | Support the affidavit of support that accompanies the green card filing |
| Visitor and student visa interviews | Demonstrate funds and ties to home country at a consular interview |
Convert every statement to rows, pull the closing balance from each month, and average them, then note the lowest balance across the period so the officer sees the account never dipped below it. With the transactions in a spreadsheet the calculation is two formulas instead of a manual read of twelve PDFs. Because the running balance is preserved on every row, you can also point to the minimum balance directly rather than asserting a number, which reads as stronger evidence.
Bank statements are one exhibit among several. Tax returns, pay stubs, and employment letters usually sit alongside them, and those arrive as PDFs too. The same conversion approach works for any of them: the pay stub to Excel converter handles the income side, and for scanned tax transcripts and letters a general document data extraction tool reads the rest of the packet into usable text. Once the bank data is in a sheet, categorizing the transactions helps you separate payroll deposits from transfers so the deposit total reflects real income.
BankXLSX converts documents to spreadsheets. It does not give legal or immigration advice, and it does not decide any application. Follow the official USCIS or State Department instructions for your filing, or consult a licensed immigration attorney.
It varies by form, but twelve months per account is the common ask when a sponsor relies on assets to meet the requirement. If income alone qualifies, fewer statements may be needed. Always follow the current USCIS or consular instructions for your specific filing, since the officer decides what is sufficient.
Download each monthly PDF from online banking and upload it to BankXLSX. The converter writes every transaction into rows with date, description, amount, and running balance, then you download an XLSX or CSV and total the balances and deposits into a one-page summary for the packet.
Yes. OCR pulls the numbers off image-only and rescanned statements that you cannot select as text, so a photocopied packet still becomes usable rows you can sort and total.
They can. When a sponsor uses assets to make up a shortfall between income and the guideline, USCIS expects those assets documented, and bank statements are common proof. Confirm the current I-864 instructions, because requirements change and the reviewing officer decides what satisfies the case.
Convert every statement to rows, take the closing balance from each month, and average them, then note the lowest balance in the period. With the transactions in a spreadsheet this is two formulas, and the preserved running balance lets you point to the minimum figure directly rather than asserting it.
Uploads use 256-bit encryption in transit, you can delete your files at any time, and your data is never resold or shared. The conversion runs without installing anything, which matters for a file that lists names, account numbers, and balances.
No. BankXLSX converts statement PDFs to spreadsheets and nothing more. It does not give legal or immigration advice and does not decide any application. For what your filing requires, follow the official USCIS or State Department instructions or consult a licensed immigration attorney.
Convert the pay stubs that go in the same packet.
Keep the running balance to prove minimum balances.
Stack a year of statements into one sheet.
Convert any US bank statement PDF to Excel.
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