How to Easily Convert Credit Card PDF Statements to Excel with Rocket Statements

Convert your credit card statements from PDFs to easy-to-use Excel files with Rocket Statements. Our automated tool extracts data from any statement and saves time on expense tracking, budgeting, taxes, and reconciliation.

How to Easily Convert Credit Card PDF Statements to Excel with Rocket Statements

Managing your finances and bookkeeping can be a tedious task, especially when you have multiple credit cards and piles of paper statements coming in every month. Converting these credit card statements from PDF to Excel can make your life much easier when it comes to tracking expenses, preparing taxes, and overall financial organization. This is where our tool comes in very handy.

Our new version is an innovative bank and credit card statement converter that takes all the hassle out of converting your PDF statements into easy-to-use Excel spreadsheets. With just a few clicks, you can upload your credit card PDF statements and Rocket Statements will automatically parse all the data into a formatted Excel file. The converted statements contain all the key details you need - transaction dates, merchant names, amounts, categories - ready for your analysis.

Here are some of the key benefits of using Rocket Statements for credit card statement conversion:

Easy Upload of PDF Statements

Rocket Statements makes it simple to import your credit card PDF statements. Just upload the files directly from your computer - no need to print and scan statements. The tool supports statements from all major credit cards including Amex, Visa, MasterCard, Discover, etc.

Automated Data Extraction

Once you upload the statement PDFs, Rocket Statements uses advanced OCR and machine learning technology to automatically scan and extract key data from the files. All the transaction details like date, amount, category are detected and organized into separate columns in Excel.

Formatted Excel Output

The converted Excel file provides a formatted, printable statement that is easy to work with. All the transactions are neatly organized by date and key details are split into separate columns. This makes it easy to sort, filter, and analyze your statement data.

Customizable Categories

Rocket Statements allows you to customize transaction categories to match your needs. Easily change categories like groceries, bills, transportation, etc. This categorization makes it simple to break down spending by type.

Budgeting and Tracking

The detailed Excel statements enable better tracking of your spending habits. You can set budgets, compare monthly spends, and analyze transactions across multiple credit cards from your downloaded excel file. This helps you identify wasteful spending and stick to financial goals.

Reconciliation Assistance

By converting to Excel, you can more easily reconcile your credit card statements with associated bank account transactions. The Excel statements allow for quick matching of charges and payments.

Tax Preparation

Come tax time, having your credit card transactions in Excel rather than PDF can be a big help.  You can easily filter expenses by category and calculate totals for deductions and credit expenses.

How to Convert Your Credit Card Statements

Using Rocket Statements to convert your credit card PDF statements is simple and fast. Follow these steps:

  1. Sign up for a Rocket Statements account. Go to and sign up for an account. There's no credit card required and you can get started right away.
  2. Upload your credit card statement PDFs. Once logged in, you can upload your credit card statement PDFs from your computer to Rocket Statements. Drag and drop files directly onto the site.
  3. Configure your statement settings. Rocket Statements will automatically detect your credit card type. You can configure any custom settings like date format, currency, etc.
  4. Run the conversion. Hit the "Convert" button and Rocket Statements will immediately start the PDF to Excel conversion using advanced OCR. All your transactions will be extracted.
  5. Export Excel file. Once the conversion is complete, export your statement data to a formatted Excel spreadsheet. If needed, you can customize categories to match your requirements.
  6. Store and analyze in Excel. Now you can store your converted credit card statements in Excel for easy record keeping, budgeting, taxes, and more. Use Excel's filters, formulas, and pivot tables to analyze spending.

Rocket Statements makes what used to be a painful manual process into a fast automated conversion. In just minutes, your credit card PDF statements are transformed into Excel files that are a pleasure to work with.

The great thing about Rocket Statements is that it works with credit card statements from virtually any bank or financial institution. Whether you have a Chase credit card, Bank of America, American Express, Barclays, TD Bank, Capital One, Citi, Wells Fargo, or any other issuer, you can use Rocket Statements to convert your PDF statements to Excel. So no need to worry about compatibility - our tool can handle statements from all the top banks and credit card companies. Just upload your PDFs and let Rocket Statements take care of the rest.

Sign up for a  Rocket Statements account and start streamlining your credit card statement management today.