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Convert USAA statements to Excel or CSV

USAA keeps checking, savings and credit card statements as PDFs in My Documents. Upload one here to get the transactions as a CSV for Excel or Google Sheets, or a full report on where the money went.

Drop your bank statement PDF here, or choose it

PDF, up to 10 MB. Nothing is stored.

Where to find your USAA statement PDF

  1. Log on at usaa.com or open the USAA Mobile app.
  2. Select your initials in the upper right, then My Documents.
  3. Open the statement and use the Menu icon to download it.

How USAA statements are read

Debits and credits are side-by-side columns

Each transaction sits on one line with a Debits column, a Credits column and a running Balance, and only the column an amount sits in says which way it went. The converter reads the column position, so a refund from a shop is money in even though its description names a shop.

Transfers are marked DB and CR

Money moved between USAA accounts is printed as USAA FUNDS TRANSFER DB for money out and USAA FUNDS TRANSFER CR for money in, with the other account named after it. Those rows are marked as transfers, so topping up savings is not spending and moving it back is not income.

Parse USAA statements in your own app

Send the PDF to the StatementBear API and get JSON back: every transaction with its direction and category, the account it belongs to, and a check that the totals reconcile. No bank login, no template per bank. The first 25 documents are free, then $0.49 each.

{
  "object": "document",
  "issuer": {
    "name": "USAA",
    "domain": "usaa.com"
  },
  "currency": "USD",
  "period": {
    "year": 2026,
    "month": 8
  },
  "accounts": [
    {
      "type": "bank",
      "last4": "7781",
      "primary": true,
      "totals": {
        "credits": 3120,
        "debits": 384.27
      },
      "transactions": [
        {
          "date": "2026-08-01",
          "description": "FABRIKAM INC DIRECT DEP",
          "amount": 3120,
          "direction": "credit",
          "category": "income"
        },
        {
          "date": "2026-08-02",
          "description": "USAA FUNDS TRANSFER DB TO USAA SAVINGS",
          "amount": 300,
          "direction": "debit",
          "category": "savings"
        },
        {
          "date": "2026-08-06",
          "description": "POS DEBIT H-E-B #412 SAN ANTONIO TX",
          "amount": 84.27,
          "direction": "debit",
          "category": "groceries"
        }
      ]
    }
  ],
  "verification": {
    "reconciled": true,
    "issues": []
  }
}
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Your bank is not listed? Upload it anyway: the converter reads any bank, in any currency. All banks

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Three simple steps

01

Download your USAA PDF

Log on at usaa.com or open the USAA Mobile app. Select your initials in the upper right, then My Documents. Open the statement and use the Menu icon to download it.

02

Upload it here

Drop the PDF on the box at the top of this page. It is read in under a minute and nothing is stored.

03

Download the CSV

One row per transaction with date, description, amount, direction and category. Opens in Excel, Google Sheets and Numbers.

Frequently asked questions

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