Bank of America statement: fields & CSV layout
Bank of America statements group deposits and withdrawals into sections. To analyze or import them you need one flat table. Here are the fields a BofA statement contains and the CSV layout that imports cleanly.
Convert a bank statement free →Fields extracted
| Field | Type | Description |
|---|---|---|
| date | date (ISO) | Transaction date, normalized to YYYY-MM-DD. |
| description | string | Payee/merchant text as printed. |
| amount | number (signed) | Negative for withdrawals, positive for deposits. |
| balance | number | Daily/running balance where shown. |
Clean CSV layout
| date | description | amount | balance |
|---|---|---|---|
| 2026-02-11 | CHECKCARD 0210 SHELL OIL | -41.27 | 902.55 |
| 2026-02-12 | MOBILE DEPOSIT | 300.00 | 1202.55 |
Sample rows are illustrative. ParseDoc outputs this exact column layout from your own document.
Conversion notes
›BofA splits 'Deposits and other additions' from 'Withdrawals and other subtractions' — flattening both into one signed-amount table is what makes reconciliation possible.
›Online Banking offers a CSV/QFX download for the activity window; statement-period PDFs are the fallback for older months.
›Watch the opening/closing balance: reconcile the CSV total against the statement's printed closing balance to catch any dropped line.
FAQ
QFX vs CSV?
QFX imports directly into Quicken/QuickBooks with categories; CSV is universal for Excel/Sheets and most tools. Pick based on your destination.
Are check images included?
No — statements list the transaction; this layout captures the data, not the check image.
Convert your own Bank of America bank statement
Drop the PDF or a photo into the free converter — 10 pages/day, no signup, nothing stored. See also: the full guide.