SoFi never exports an Excel file, and its CSV download reaches back only about two years. Upload a SoFi Checking, Savings, credit card, or SoFi Invest statement PDF here and get clean XLSX and CSV rows with dates, descriptions, amounts, and the running balance intact. Start free, no credit card.
Last updated July 2026
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Download your SoFi statement as a PDF from Banking, open the account, and select the monthly statement, then upload it to BankXLSX and choose Excel or CSV. SoFi does not offer an Excel export and its CSV download covers only about the last two years, so the PDF is the reliable source for a full checking, savings, credit card, or investing history. The converter reads every deposit, withdrawal, transfer, and fee and writes a typed spreadsheet with the running balance preserved, so the numbers reconcile against the statement.
SoFi Bank, N.A. is a modern national bank, but its download options leave the gaps you notice the moment you try to reconcile or file taxes.
The only structured download SoFi offers is a CSV from the Export Transactions button. There is no XLSX, QBO, OFX, or QFX option anywhere in the account, so you get a raw comma file rather than a formatted, ready-to-work spreadsheet.
SoFi caps the transaction export at roughly two years. A multi-year catch-up, a closed account, or an old tax year has to come from the monthly PDF statements instead.
SoFi's raw export lists dates, descriptions, and amounts but not the running balance the statement prints, so you cannot confirm each month ties out without rebuilding the balance column yourself.
SoFi Credit Card and SoFi Invest give you statements as PDFs with no CSV or structured export at all, so their transactions reach a spreadsheet only after the PDF is converted.
SoFi offers personal Checking and Savings, not business banking, so sole proprietors and freelancers run their business through a personal SoFi account and still have to pull clean rows out for the books.
Selecting text out of a SoFi PDF merges the amount into the description and misaligns dates, which is exactly the mess a proper conversion avoids.
Upload the PDF statement or the CSV export and get back tidy, typed rows the raw download does not give you.
Dates, descriptions, debits, credits, and the running balance each land in their own column, formatted as real dates and numbers rather than text.
Convert any SoFi PDF statement, including periods older than the CSV export reaches and accounts you have since closed, so no tax year is stranded.
The balance column the CSV drops is preserved, so you can confirm each month reconciles before you total anything or hand it to an accountant.
The same upload handles SoFi Checking and Savings, the PDF-only SoFi Credit Card, and SoFi Invest statements, so every SoFi account becomes a spreadsheet the same way.
Choose to have each transaction tagged with an income or expense category during conversion, so the export is ready for bookkeeping and Schedule C.
256-bit encryption in transit, and you can delete your uploaded statements whenever you want.
No software to install and no credit card to start.
Sign in at SoFi, open Banking and the account, and download the monthly statement PDF. For a recent, live account you can also use the gear icon and Export Transactions for a CSV.
Tip: Use the PDF for anything older than two years or for a closed account.
Drop the statement here and pick Excel or CSV once the transactions are read. Google Sheets output sits right next to them.
Tip: Pick CSV if you are importing into accounting software next.
Open the spreadsheet, confirm the closing balance matches the statement, and use it for bookkeeping, taxes, or a loan application.
Tip: Sort by description to tag recurring merchants in one pass.
Because SoFi is personal banking, the people pulling it into a spreadsheet are usually running a business through a personal account or preparing records the raw export cannot produce.
Run a business out of a personal SoFi Checking account and need clean transaction rows for bookkeeping and a Schedule C without a business-account export to lean on.
Turn a client's forwarded SoFi PDF statements into a working spreadsheet, including months and years the two-year CSV export no longer reaches.
Give a lender a clean, dated spreadsheet with the running balance so a self-employed application moves faster than a stack of PDFs.
Pull SoFi history from before the two-year cap, or from a closed account, to close prior years and file cleanly.
SoFi exports a CSV but never an Excel file. From Banking, open the account, use the gear icon, and select Export Transactions to download a CSV covering about the last two years. There is no XLSX, QBO, OFX, or QFX option, and SoFi Credit Card and SoFi Invest statements come out as PDFs with no structured export at all. That CSV also omits the running balance the statement prints. Converting the PDF gives you a formatted spreadsheet with typed columns and the balance intact, which is what you need to reconcile or hand to an accountant.
SoFi's CSV export reaches back about two years. For anything older, a multi-year catch-up, or a closed account, use the monthly statement PDFs, which SoFi keeps well beyond the export window. Upload each PDF and choose Excel or CSV to rebuild history the export can no longer reach, with every deposit, withdrawal, and fee dated and signed the way the statement shows them.
| Path | File you get | History reach | Running balance? |
|---|---|---|---|
| SoFi CSV export | CSV only, unformatted | About 2 years | No |
| Copy and paste from the PDF | Misaligned text | Whatever you paste | Scrambled |
| SoFi PDF statement | Every month SoFi issued, including closed accounts | Yes, printed | |
| Converted statement (Excel) | Formatted XLSX or CSV | Any statement you upload | Yes, in its own column |
Yes. SoFi operates as SoFi Bank, National Association, a full-service national bank chartered by the Office of the Comptroller of the Currency in 2022 after SoFi acquired a community bank, and SoFi Bank, N.A. is FDIC-insured. What it does not offer is business banking: SoFi provides personal Checking and Savings, a credit card, investing, and loans. That is why so many people converting SoFi statements are sole proprietors and freelancers running a business through a personal account, which makes clean, categorized rows matter even more at tax time.
Once the statement is in a spreadsheet, the fastest way to make it useful is to add a category to every line. Sort by description, tag each recurring merchant once, and total the categories for a profit and loss view or a Schedule C. You can also let the converter do the first pass: our transaction categorization tool assigns an income or expense category during conversion, so the SoFi export arrives already labeled and you only review the exceptions. When the numbers are set, run a quick bank reconciliation against the closing balance to confirm nothing is missing.
Most books hold more than one institution. The general PDF bank statement to Excel converter runs this same workflow for every bank and card, and if your other accounts are fintech, the Revolut and Wise converters handle those the same way. If your books live in QuickBooks, the SoFi statement to QBO converter produces a Web Connect file from the same upload instead of a spreadsheet.
If you exported the SoFi CSV rather than the PDF and just need it reshaped and reconciled, upload it here and pick Excel to get typed columns and a rebuilt balance. When statements from several banks all need to land in the same QuickBooks company file, a purpose-built bank statement to QuickBooks converter runs the same conversion across all of them.
No. SoFi's only structured export is a CSV, found under Banking, the account, the gear icon, and Export Transactions, covering about the last two years. There is no XLSX, QBO, OFX, or QFX option, and the CSV omits the running balance. Converting the statement PDF gives you a formatted Excel or CSV file with typed columns and the balance preserved.
Download the SoFi monthly statement PDF from Banking, upload it to BankXLSX, and choose Excel or CSV. The converter reads every deposit, withdrawal, transfer, and fee and returns a spreadsheet with dates, descriptions, amounts, and the running balance in their own columns, so the file reconciles against the statement.
SoFi's CSV export reaches back about two years. For anything older, a multi-year catch-up, or a closed account, use the monthly statement PDFs, which SoFi keeps well beyond the export window, and convert each one to a spreadsheet.
No. SoFi's raw CSV lists dates, descriptions, and amounts but not the running balance the statement prints, so you cannot confirm each month ties out from the export alone. Converting the PDF keeps the balance in its own column so the file reconciles.
No. SoFi offers personal Checking and Savings, a credit card, investing, and loans, and its small-business pages are a lending marketplace rather than a SoFi deposit account. Many people converting SoFi statements are sole proprietors or freelancers running a business through a personal SoFi account.
Yes. SoFi Credit Card and SoFi Invest statements are PDF only with no structured export, so the same upload converts them to Excel or CSV. Keep the card in its own sheet or account so purchases, payments, and interest stay separate from the checking activity.
Yes. SoFi operates as SoFi Bank, National Association, a national bank chartered by the Office of the Comptroller of the Currency in 2022, and it is FDIC-insured. Its statements are ordinary bank statements, which convert to a spreadsheet the same way any bank statement does.
Convert the same statement to a QuickBooks file.
Convert any PDF bank statement to Excel.
Tag every transaction as income or expense.
The same workflow for a fintech account.
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