Convert SoFi Bank, National Association Statement to Excel

Transform your SoFi Bank, National Association PDF statements into Excel or CSV files in seconds.

About SoFi Bank, National Association

SoFi Bank, National Association is a financial institution that provides banking services to customers across the United States. SoFi Bank, National Association offers a full range of personal and business banking products.

Why Convert Your SoFi Bank, National Association Statement?

SoFi Bank, National Association provides statements in PDF format, which is great for viewing but difficult to analyze. Converting your statement to Excel lets you:

  • Sort and filter transactions by date, amount, or description
  • Create budgets and track spending categories
  • Prepare for tax season with organized records
  • Import data into accounting software like QuickBooks or Xero
  • Generate reports and visualizations of your finances

How to Export Your SoFi Bank, National Association Transactions

  1. Log in to SoFi at sofi.com or the SoFi app
  2. Navigate to your Checking/Savings account
  3. Tap "Statements & Documents"
  4. Select the statement period
  5. Download the PDF statement

Supported SoFi Bank, National Association Account Types

Data River converts statements from all SoFi Bank, National Association account types:

  • SoFi Checking and Savings
  • SoFi Money (legacy)
  • SoFi Credit Card
  • SoFi Invest

What Makes SoFi Bank, National Association Statements Unique

  • SoFi combines Checking and Savings in one account with sub-vaults
  • Statements show the competitive APY rate during that period
  • SoFi Invest transfers appear as linked account movements
  • Direct deposit early access timing is noted

Why Use Data River for SoFi Bank, National Association Statements?

  • Fast: Convert SoFi Bank, National Association statements in seconds, not minutes
  • Accurate: Optimized for SoFi Bank, National Association's specific statement format
  • Secure: Your data stays private—we never store your files
  • Universal: Works with all SoFi Bank, National Association account types and statement periods

Ready to convert your SoFi Bank, National Association statement?

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Frequently Asked Questions

Does Data River handle SoFi's combined Checking/Savings?

Yes. SoFi combines checking and savings in one account. Data River extracts all transactions, and you can filter by type (spending vs. savings) in your spreadsheet.

How are SoFi Vaults shown on statements?

SoFi Vaults let you organize savings goals. The statement shows your total balance—vault organization is managed within SoFi and doesn't affect conversion.

Can I convert SoFi Invest-linked transfers?

Yes. Transfers between SoFi Banking and SoFi Invest are clearly labeled. Data River captures these for tracking money between your bank and brokerage accounts.

What APY information does SoFi show?

SoFi statements display the APY rate effective during that period. This can change, so Data River preserves this information for your interest tracking records.

Is my SoFi Bank, National Association statement data secure?

Yes. Data River processes your statements securely and never stores your files or financial data. Your statement is processed in memory and immediately deleted after conversion. We use bank-level encryption for all data transfers.

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Save hours every month by converting your SoFi Bank, National Association statements with Data River.

Convert Your SoFi Bank, National Association Statement