Banks / Capital One
Convert a Capital One statement to Excel or CSV, without uploading it.
Download the PDF statement from Capital One, drop it here, and get every transaction as a spreadsheet, checked against the statement’s own balances. The file never leaves your computer.
Tested on real statements. Converted and reconciled on real Capital One statements.
Convert a statement
Private · runs on this deviceNo statement handy? · download the sample PDF · see the Excel it produces
Free: see every row and export the first 15. No account needed.
Nothing is uploaded. Everything happens in this tab.
Never uploaded
The PDF is opened by your browser, on your computer. There is no server for it to go to.
Nothing stored, nothing tracked
No account, no cookies, no analytics. Close the tab and your statement is gone.
Check it yourself
Turn off your Wi-Fi after the page loads and convert a statement. It still works, because nothing is sent.
Review before you export
Your transactions
Every row is shown. Edit any cell, flip a sign, or delete a row. Money out is negative.
| Date | Description | Amount | Balance | Account | Source | Page | Actions |
|---|
.qbo is the QuickBooks Web Connect file (one per account). .ofx opens in Xero, Quicken and most accounting software. The CSV has three columns: Date, Description, Amount.
How to convert a Capital One statement
- Download the PDF. Sign in at capitalone.com, choose the card or account, then View Statements. Download the PDF for the month you need.
- Drop it on the converter above. Several months at once is fine.
- Check the result. A green “Balances reconcile” badge means the rows add up to the balances printed on the statement.
- Download Excel, CSV, or the three-column file for QuickBooks and Xero.
What a Capital One statement looks like
Card statements have a Transactions section with separate blocks for Payments, Credits and Adjustments and for Transactions, each with Trans Date, Post Date, Description and Amount. Fees and Interest Charged follow as their own blocks.
| Accounts covered | credit cards (360 checking on test statements) |
|---|---|
| Dates | Month name and day (Sep 12). The year comes from the billing cycle line. |
| In the export | Date as YYYY-MM-DD, description, signed amount (money out is negative), balance where printed, plus Bank and Account columns |
| Tested | Converted and reconciled on real Capital One statements. |
Things to watch for on Capital One statements
- Payments are printed as “- $50.00” with a space after the minus. They are read as money in.
- The first page prints a payment due date beside the account summary. It is not a transaction and is ignored.
- Year-to-date totals of fees and interest are skipped so nothing is counted twice.
Questions
Is my Capital One statement uploaded?
No. The PDF is read inside your browser on your own computer. After the page has loaded you can switch off your internet connection and it still converts.
Where do I get the Capital One statement PDF?
Sign in at capitalone.com, choose the card or account, then View Statements. Download the PDF for the month you need. Menu names change from time to time; look for Statements or Documents. Use the PDF, not a screenshot or a photo.
Does it work with every Capital One statement?
Converted and reconciled on real Capital One statements. Layouts differ between account types and years. If yours comes out wrong, use “Looks wrong? Fix the columns”, or email us.
Can I import the result into QuickBooks or Xero?
Yes. Download the QuickBooks / Xero CSV, which has the three columns their bank import asks for: Date, Description, Amount.
Can I rely on the export for tax or accounting?
It converts the format and checks the totals against the statement. It is not accounting or tax advice, and a matching balance does not prove every row. Look the result over before it goes into the books.
Other banks: Chase · Bank of America · Wells Fargo · Citi · American Express · Discover · U.S. Bank · PNC · TD Bank · All banks
Statement Unpacker converts file formats and checks totals. It is not financial, accounting, tax or legal advice. Statement Unpacker is not affiliated with Capital One.
Pricing
One price. No meter.
Try it on your own statement first: the full preview is free, so you know it reads your bank’s layout before you pay anything.
- Unlimited statements, pages and exports
- Merge statements from different banks and accounts into one sheet, with Bank and Account columns
- CSV, Excel and QuickBooks/Xero-ready CSV
- Your own licence key, good on 2 of your browsers
- 7-day refund if it doesn’t read your statements
$19 one-time
Get unlimited exportsYour licence key arrives on the receipt and by email. Paste it below.