Convert Capital One PDFs

Easily extract transactions from Capital One statements into Excel.

Drop Capital One PDF

Supports multi-page statements

Also works with

Chase
Amex
Discover

Convert Capital One Statements to Excel (Business & Personal)

Capital One offers excellent online banking, but analyzing PDF statements in Excel can be a nightmare. Copied text often pastes into a single column, merging dates and descriptions, making it impossible to sort your expenses.

For Spark Business Users: If you are managing a business, you need your transaction data in QuickBooks or Xero now. You cannot afford to waste hours manually typing data from PDFs.

The SafeStatement Solution: Our tool instantly extracts the transaction table from Capital One PDFs. It separates the “Transaction Date,” “Description,” and “Amount” into clean columns, ready for your accounting software—all processed offline on your device.

Why use SafeStatement for Capital One?

  • ✖ Manual Entry: Slow and prone to typos
  • ✔ SafeStatement: Automates data extraction
  • ✖ Others: Upload business data to cloud
  • ✔ SafeStatement: 100% Private (Offline Mode)

How to Export Capital One PDF to Excel/CSV

Follow these steps to turn your Capital One 360 or Credit Card statement into a spreadsheet.

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1. Download PDF

Log in to Capital One. Click on your account, then “View Statements”. Download the PDF for the month you need.

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2. Convert Locally

Drag the file into the tool above. Our engine identifies the Capital One formatting and ignores the headers/footers.

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3. Get Excel

Download the .xlsx file. The data is now ready to be categorized for tax deductions or personal budgeting.

Compatible with All Capital One Cards

  • Capital One 360 Checking
  • 360 Performance Savings
  • Kids Savings Accounts
  • Spark® Cash for Business
  • Spark® Miles for Business
  • Capital One Venture X
  • Quicksilver® Rewards
  • Savor® / SavorOne®
  • Platinum Secured Cards

Frequently Asked Questions

Can I convert multiple months at once?
Currently, the web tool processes one file at a time to ensure maximum privacy and browser performance. However, because it is instant, you can convert 12 months of statements in less than 2 minutes by dragging and dropping them one by one.
Does this capture the “Merchant Category”?
We extract exactly what is visible on the PDF statement. Typically, Capital One lists the Merchant Name (e.g., “Starbucks”) in the description. You can then use Excel’s filter function or QuickBooks’ auto-categorization features to sort these into “Dining” or “Travel.”
Is my Spark Business data safe?
Yes. We understand that business financial data is highly sensitive. SafeStatement uses client-side processing, meaning your business expenses, vendor names, and transaction volumes never leave your computer. You can verify this by using the tool in “Flight Mode.”