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SoFi statement formats: CSV, QFX, QBO and PDF
SoFi says you can export Checking and Savings transactions to CSV from the Activity section on SoFi.com; the chosen date range cannot exceed 2 years. When a period is outside that window, or you only have the PDF, CSVLedger converts the SoFi PDF statement to Excel, CSV, QBO or Xero CSV in your browser and checks the totals against the printed balances.
Updated October 29, 2026
Sourced from SoFi's own help pages, checked October 29, 2026. Anything we could not confirm on an official page is marked "not verified".
What SoFi offers
| Item | SoFi |
|---|---|
| Native download formats | CSV (Checking and Savings) |
| How far back (transaction download) | Any range up to 2 years per export |
| PDF statements online | Not verified |
| Mobile app | Export via the web (mobile browser works) |
Official sources (checked October 29, 2026):
Not verified
- Whether QFX or QBO files are offered.
What a SoFi PDF statement contains
Checking and savings statements must show, under the CFPB's Regulation E (12 CFR 1005.9(b)): the amount and date of each electronic transfer, its type, the account number, fees, and the balance at the beginning and close of the period. Those opening and closing balances are what CSVLedger reconciles against.
These are legal minimums, not a description of this bank's exact layout. We have not verified the layout against real statements from this bank.
Common pitfalls
- Export longer histories in two-year chunks.
- Statements downloaded from online banking are text PDFs and convert directly. Scanned or photographed paper statements have no text layer and are not supported yet.
Convert a SoFi PDF statement with CSVLedger
- Download the statement PDF from SoFi online banking.
- Open the converter for the format you need: Excel, CSV, QBO, Xero CSV.
- Drop the PDF. It is read in your browser and not uploaded.
- Check the badge: Reconciled means opening balance + credits − debits equals the printed closing balance (method).
- Download, then import (QuickBooks Online, Xero).
CSVLedger has no per-bank template and we have not tested every SoFi layout; the reconciliation check is what tells you whether a particular statement was read correctly. See all banks in the US bank statement format guide.
Frequently asked questions
Can I download SoFi transactions as CSV or QBO?
CSV (Checking and Savings). Source: SoFi: Can I export my Checking and Savings transactions? (https://support.sofi.com/hc/en-us/articles/12905767525773-Can-I-export-my-Checking-and-Savings-transactions), checked October 29, 2026.
How far back can I download SoFi transactions?
Any range up to 2 years per export. For older periods use the PDF statements (not verified).
How do I convert a SoFi PDF statement to Excel?
Download the PDF from SoFi online banking and drop it into CSVLedger. It is converted in your browser, reconciled against the opening and closing balances, and exported as Excel, CSV, QBO or Xero CSV.