ClearlyLedger converts Bank of America checking, savings, and Business Advantage PDF statements into clean Excel and CSV files. BofA's compact transaction format, check number columns, and running balance are all extracted correctly. Balance is verified before every export.
BofA statements use a narrow five-column format: Date, Description, Deposits/Credits, Withdrawals/Debits, and Balance. Check numbers appear inline in the description column alongside ACH, wire, and Zelle references.
ClearlyLedger maps this layout into a standard six-column Excel output: Date, Description, Ref No, Debit, Credit, Balance — ready for reconciliation without reformatting.
BofA combines checking, savings, and credit accounts into a single monthly PDF. ClearlyLedger detects page headers to isolate each account section and can export them as separate sheets or a merged file.
Balance verification runs per-account section so a credit card subtotal error doesn't mask a checking account problem.
The Free plan exports to .xlsx. Starter plan and above add CSV export with QuickBooks and Xero-friendly formatting — correct date order, separate debit/credit columns, and payee description truncation at 30 characters.
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