U.S. Bank · All formats

Convert U.S. Bank statements to Excel, CSV, QuickBooks or Xero

Turn U.S. Bank PDF bank statements into CSV, Excel, QBO or Xero files, checked against your opening and closing balance. Free preview, no sign-up.

Files deleted after 1 hourNever stored or used for trainingBalance check on every file
Processed in memory, never stored
No statement handy? See the result on a fictional one first:

1. Download the PDF from U.S. Bank

  1. Sign in at usbank.com.
  2. Go to My accounts, then My documents, and choose Statements.
  3. Pick the account and the statement date, then save the PDF.

2. Upload and verify

Utilly reads every transaction, then checks that opening balance + transactions = closing balance. You'll see Balanced ✓ or exactly how far off it is, before you pay anything.

3. Download any format

Every conversion includes CSV (opens in Excel and Sheets), a QuickBooks .QBO Web Connect file, a 3-column CSV for QuickBooks Online and a Xero-ready CSV. One credit covers all formats.

About U.S. Bank statements

U.S. Bank statements group transactions by type: Customer Deposits, Other Deposits, Card Withdrawals, Other Withdrawals and Checks Presented, with withdrawals printed with a trailing minus ("500.00-") and checks and deposit tickets often two to a line. Utilly combines every section into one dated list, signs each row by its section, skips the Balance Summary and checks the result against the Beginning and Ending Balance.

Works with U.S. Bank checking, savings and business checking statements. Layout tested: Sections by type, trailing-minus withdrawals, checks two to a line.

Section by section: what we read on a U.S. Bank statement, checks and deposit tickets, and how far back statements go →

Pricing

Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.

FAQ

Questions

Can I convert a U.S. Bank statement PDF to Excel, QuickBooks or Xero for free?

You can preview every statement free: we show the balance check and the first 5 transactions with no sign-up. Unlocking the full file costs one credit ($9 for 5 statements).

Is my statement stored?

No. The PDF is read in memory and never written to disk, and extracted results are deleted after 1 hour. We never use your data for AI training.

Do scanned statements work?

Not yet. PDFs downloaded from online banking are text-based and work well. Scans and phone photos need OCR, which is on the roadmap.

What if it doesn't balance?

You'll see exactly how far off it is before paying. If a paid conversion is wrong and we can't fix it, email support@version1.io for a refund.

Related guides

More bookkeeping tools