Convert your Charles Schwab statement to Excel
Drop the PDF from your Charles Schwab online banking and see the converted result before you sign up. Free account for the download, nothing stored.
No statement handy? or open the finished Excel
How Charles Schwab statements are handled
Schwab checking statements include investment sweep lines that are kept as regular transactions.
Like every conversion on StatementSheet, the result is checked line by line: the running balance is recomputed across all transactions, and any row that does not reconcile is flagged in the preview and highlighted in your Excel download. You get Date, Description, Amount and Balance columns that open in Excel, Google Sheets or Xero, plus a separate three-column export for QuickBooks.
Getting the PDF from Charles Schwab
Log in to your Charles Schwab online banking or mobile app, open Statements or Documents, and download the statement for the period you need as PDF. Then drop the file above. You can select several months at once and they will be merged into a single chronological spreadsheet.
Charles Schwab converter FAQ
How do I download a statement PDF from Charles Schwab?+
Log in to Charles Schwab online banking or the mobile app, open the Statements or Documents section, pick the period and download the statement as a PDF. Then drop that file into the converter above.
Can I convert a Charles Schwab statement to Excel for free?+
Yes. Create a free account and your first Charles Schwab statement (up to 10 pages) converts at no cost — no card required. Paid plans start at $15/month if you convert regularly.
Is it safe to upload a Charles Schwab statement?+
Charles Schwab statements are processed in memory and purged the moment your spreadsheet is ready. Nothing is stored: our database records only a page count and a timestamp, never your transactions.
Does it work with scanned or photographed Charles Schwab statements?+
Yes. The parser reads scans and photos too, and every conversion still runs the balance check so you can see exactly which rows need attention.
Which columns does the Charles Schwab export include?+
Date, Description, Amount and Balance, as Excel or CSV — and a separate three-column CSV for QuickBooks, which reads a fourth column as a debit and would otherwise import your running balance as money. Rows flagged by the balance check are highlighted in the Excel file.