US Bank Statement Converter

ClearlyLedger handles every major US bank format — Chase's typed Deposits / Withdrawals / Checks sections, Bank of America's daily-balance-only layout, Wells Fargo's year-less date columns, Citi, US Bank, Capital One and more. Output is QuickBooks Online and Xero compatible, balance-verified, and your first conversion is free with no signup.

Last updated 2026-09-10

United States banks ClearlyLedger converts

ClearlyLedger ships dedicated statement profiles for 22 United States banks. Each profile expects the layout that bank actually prints, rather than treating every PDF as a generic table.

Bank Date format Currency Typical length
Chase BankMM/DD/YYYY$ USD5–25 pages for personal checking
Bank of AmericaMM/DD/YY$ USD6–20 pages
Wells FargoMM/DD$ USD5–15 pages
CitibankMM/DD/YY$ USD8–25 pages
American ExpressMM/DD/YYYY$ USD3-12 pages for monthly card statements
SoFi BankMM/DD/YYYY$ USD2-10 pages for monthly digital banking statements
FidelityMM/DD/YYYY$ USD4-25 pages depending on account activity
Capital OneMMM DD, YYYY$ USD3–10 pages
U.S. BankMM/DD/YYYY$ USD5–18 pages
PNC BankMM/DD/YYYY$ USD4–14 pages
TD Bank (US)MM/DD$ USD3–10 pages
Truist BankMM/DD/YYYY$ USD4–12 pages
Regions BankMM/DD/YYYY$ USD4–12 pages
Fifth Third BankMM/DD/YYYY$ USD4–12 pages
KeyBankMM/DD/YY$ USD3–10 pages
Citizens BankMM/DD/YYYY$ USD3–10 pages
Huntington BankMM/DD/YY$ USD3–10 pages
Ally BankMM/DD/YYYY$ USD3–8 pages
Charles Schwab BankMM/DD/YYYY$ USD3–10 pages
Discover BankMM/DD/YY$ USD3–8 pages
Synchrony BankMM/DD/YYYY$ USD2–6 pages
Navy Federal Credit UnionMM/DD/YYYY$ USD4–14 pages

Statement conventions in United States

United States statements in our profile set use MM/DD/YYYY, MM/DD/YY, MM/DD, MMM DD, YYYY date ordering and are denominated in $ USD. Date ordering is the single most common source of silent conversion errors — a MM/DD/YYYY statement read as US ordering produces plausible-looking but wrong dates for every day below the thirteenth of the month, which is why the United States profiles pin the order rather than inferring it per row.

Layout quirks these profiles handle

  • The 'Chase' name comes from Chase Manhattan Bank, itself named after Salmon P. Chase, Lincoln's Treasury Secretary and a Chief Justice of the Supreme Court, not a founder of the bank; today's JPMorgan Chase took shape in a 2000 merger of J.P. Morgan & Co. and Chase Manhattan
  • Transactions are grouped into typed sections rather than a single table
  • Daily Ending Balance summary must not be parsed as a transaction
  • Check images and disclosure pages add 5–10 trailing pages of noise
  • Traces to the Bank of Italy, founded in San Francisco in 1904 by Amadeo Giannini specifically to serve immigrant communities that established banks of the era often refused to serve; the Bank of America name was adopted in 1930
  • No running balance per transaction — only daily ending balance section

Importing into United States accounting tools

Export to CSV and import into QuickBooks Online, Xero, Wave or NetSuite — the tools United States bookkeepers most often run. Amounts and dates are normalised on export so the column mapping in the import wizard resolves without hand-editing.

Conversions are processed in memory, are never used to train AI models, and the workflow is built to align with US data-handling expectations for United States account holders.

Related ClearlyLedger resources

Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.

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