Which USAA statements can I convert?

Classic Checking, savings and USAA credit card statements — text PDFs from usaa.com, or scanned paper statements through OCR at 3 pages of allowance per page.

Can I catch up several years at once?

Yes — drop every statement in one batch. Each converts independently, so one rough scan never holds up the rest.

How are card payments and credits handled?

They're signed correctly and the whole card statement is verified against its declared previous and new balances.

Is my statement kept?

No — the PDF is deleted the moment processing finishes and extracted rows expire on your team's retention schedule.

Built for USAA statements

Convert USAA statements to CSV, Excel, OFX & QFX

Military banking statements — checking, savings and credit cards, converted accurately in seconds.

✓ No sign-up to try · originals deleted the moment conversion finishes

✓ Bank & card statements — both verified

PDF

Drop your statements here

or browse files · PDFs up to 20 MB each

.csv.xlsx.ofx.qfx.json

New here?

Drop the PDF

Any USAA statement — one file or a whole folder.

We extract & balance

Dates, descriptions, amounts and running balance, checked against totals.

Export anywhere

CSV, Excel, OFX or QFX — ready for your accounting tool.

What makes USAA statements different

USAA serves military members and their families, which shapes the bookkeeping: PCS moves, deployments and years of statements to reconstruct when life finally slows down. Batch upload takes the whole backlog at once — each statement converts in parallel and is verified against its own printed balances.

USAA checking statements carry a running ledger, while its credit card statements are verified the card way — previous balance plus charges minus payments and credits must equal the new balance. NoRekey detects which document it's reading and applies the right check.

Export USAA data as

.csv

CSV

Opens anywhere

.xlsx

Excel

Formatted workbook

.ofx

OFX

QuickBooks & Xero

.qfx

QFX

Quicken-ready

.json

JSON

For your own stack

Balanced against the statement

Every conversion is cross-checked against USAA's opening and closing balances, so a mismatch surfaces before it reaches your books.

Originals deleted immediately

Files are encrypted in transit and at rest, never used for training, and the uploaded PDF is deleted the moment processing finishes.

USAA conversion — questions

Other banks & guides

Chase HSBC HDFC Bank Bank of America Wells Fargo Barclays Santander Revolut Wise State Bank of India Lloyds Bank NatWest Halifax Nationwide Monzo Starling Bank TSB American Express ING Citibank Capital One U.S. Bank PNC Truist TD Bank Ally Bank Navy Federal Metro Bank RBC TD Canada Trust Scotiabank BMO CIBC Commonwealth Bank ANZ Westpac NAB N26 Deutsche Bank Rabobank bunq ICICI Bank Axis Bank Kotak Mahindra Bank Punjab National Bank PayPal Payoneer Chime Fifth Third Bank Regions Bank KeyBank M&T Bank Huntington Bank Citizens Bank Discover Charles Schwab SoFi First Direct Chase UK The Co-operative Bank Virgin Money Tide Bank of Scotland Royal Bank of Scotland AIB Bank of Ireland Permanent TSB ASB BNZ Kiwibank Macquarie Bank Bendigo Bank Tangerine Desjardins FNB Standard Bank Absa Nedbank Capitec DBS OCBC UOB Hang Seng Bank Standard Chartered Emirates NBD ADCB First Abu Dhabi Bank Bank of Baroda Canara Bank Yes Bank IDFC FIRST Bank IndusInd Bank Venmo Cash App Square

Guide: importing bank statements into your accounting software

CSV, OFX and QFX — which to use for QuickBooks, Xero and Quicken.