Upload any SoFi PDF statement and get a clean, editable spreadsheet in under 60 seconds.
No credit card required · 15 free pages
SoFi is a fintech-turned-bank with nearly 7 million members. Their combined Checking and Savings account statement is a single PDF covering both account balances and all transactions. This format extracts cleanly with LedgerLift.
Your SoFi Bank statements are processed in encrypted private storage and never used for AI training or shared with third parties.
Four steps. Under a minute.
Log in at sofi.com or the SoFi app, navigate to Statements, and download the PDF for the period you need.
Drop the SoFi PDF into LedgerLift. The AI extracts every transaction automatically.
Check the extracted table and correct any rows before exporting.
Download your clean spreadsheet for budgeting, tax prep, or accounting.
Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.
Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.
Common workflows that use SoFi statement conversion.
Export SoFi savings interest and transaction history to a spreadsheet for tax purposes or financial planning.
Convert SoFi checking transactions to Excel to categorize spending by month.
Extract SoFi loan payment history to verify paydown schedule and remaining balance.
Export SoFi Invest activity to spreadsheets for portfolio review and tax documentation.
Upload your PDF now. No credit card required — 15 pages free.
Convert a SoFi statement free