US
About Bank of America statements
Bank of America is one of the biggest US retail banks, with branches in most states. For a high-street account like this, the statement is a normal monthly PDF you pull from Online Banking, under Statements & Documents.
The part a copy-paste can't handle is the layout. Bank of America groups the month into Deposits and other additions, Withdrawals and other subtractions, and Checks, with daily ledger balances at the end. The converter reads all of that into its own columns instead of losing it.
Dates come through as MM/DD/YYYY and the figures stay in USD (US dollars), so the converted file matches what you'd expect locally. If your only copy is a scan or a phone photo, that's fine — OCR handles it, and the totals still get reconciled.
From there it's a normal Quicken import: the heavy lifting of reading the PDF is already done.
Why people convert Bank of America to Quicken
Quicken can only download so far back, and a Bank of America connection might not cover an old account or a closed one at all. Converting the statement PDF to OFX lets you load those transactions in by hand, with a unique id per line so a re-import won't double anything.
The common case is a bookkeeper handed a folder of Bank of America PDFs and told to "get these into Quicken." Converting each one is far quicker than retyping, and the balance check means you trust the totals before they land in the books.
Import a Bank of America statement into Quicken
Quicken reads OFX (preferred) or QIF.
- Convert the PDF above and download OFX (preferred) or QIF.
- In Quicken: File → Import → Web Connect File for OFX, or File → Import → QIF File for QIF.
- Choose the account to import into.
- Review the register and accept the new transactions.
The totals are checked first
The converter checks the maths before handing you the file — so if a transaction dropped out of the PDF, you know about it now, not when the Quicken balance is off.
Frequently asked questions
Will it import into Quicken?expand_more
Yes — download OFX (best) or QIF and import it under File → Import. OFX carries a unique id per line, so re-importing the same file won't create duplicates.
What does a Bank of America statement look like?expand_more
Bank of America groups the month into Deposits and other additions, Withdrawals and other subtractions, and Checks, with daily ledger balances at the end. The converter reads each of those into its own column, so the OFX file imports into Quicken cleanly.
Where do I download the Bank of America statement?expand_more
From Online Banking, under Statements & Documents. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
Does it work on a scanned Bank of America statement?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
What does it cost to start?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the Quicken file needs a free sign-in.