EverBank statement converter

EverBank, a regional bank based in Jacksonville, Florida, delivers account statements as PDFs through its online banking portal. Convert EverBank statement PDFs to Excel, CSV, QuickBooks, Xero or OFX — with a reconciliation check on every conversion.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

Convert a EverBank statement to…

EverBank statement to Excel

For reviewing, cleaning and analysing transactions in a spreadsheet before import.

EverBank statement to CSV

For importing transactions into software that is not QuickBooks or Xero, or for custom analysis.

EverBank statement to QuickBooks

For getting PDF-only statement history into QuickBooks without typing it.

EverBank statement to Xero

For importing client statement history into Xero.

EverBank statement to OFX

For moving statement data into OFX-importing software such as Quicken or QuickBooks Desktop.

EverBank statement to Credit Card Statement

For turning card statement PDFs into bookkeeping-ready transactions.

EverBank statement tasks & guides

How to download EverBank statements

Where statements live in EverBank online banking and the mobile app, which periods you can get, and how to pull older statements.

How to reconcile EverBank statements

The month-end workflow that proves a EverBank month, and the fixes for when a statement does not tie out.

How to download a statement PDF from EverBank

Sign in to EverBank online banking. Use the bank's website or mobile app and sign in with your usual credentials.
Open the account and find Statements or Documents. Statements usually live under the account menu, labelled Statements, Documents, or eStatements, depending on the bank.
Choose the statement period. Pick the month (or months) you need. For catch-up bookkeeping, download each month as its own PDF.
Download or print to PDF. Use the Download / Download PDF option. If only a print view is offered, print the statement to PDF from the browser.
Upload the PDF here. Add the file to the converter on this page. You can add several statement PDFs at once for batch conversion.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Questions and answers

How do I convert a EverBank statement to Excel?

Download the statement PDF from EverBank online banking, upload it to the converter on this page, and download the an Excel (.xlsx) workbook. The transactions are extracted, put into the same standard columns used for every bank, and checked against the statement's balances first.

Does the converter work with EverBank credit-card statements?

Yes. Credit-card statements use a Previous Balance / New Balance layout, which the converter reads as well; purchases are positive and payments negative. There is also a dedicated EverBank credit-card statement page.

How do I download a PDF statement from EverBank?

Sign in to online banking, open the account, find Statements or Documents, choose the period, and download the PDF. The step-by-step section on this page describes the general pattern most banks use.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.