What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Convert CalPrivate Bank bank statements to QIF

Q: Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Upload a CalPrivate Bank bank statement PDF and get a structured QIF file back. Dates, descriptions, amounts, and balances are parsed automatically. Statemently produces a tidy QIF file that imports directly into QIF.

Convert to QIF

How to convert a CalPrivate Bank bank statement to QIF

1
Upload your CalPrivate Bank bank statement
Drag and drop your CalPrivate Bank bank statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statemently extract the transactions
Statemently reads the CalPrivate Bank PDF and automatically pulls out every transaction — date, description, amount, and running balance.
3
Review and fix any rows
Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.
4
Download and import into QIF
Download the QIF file, choose the correct destination account type, then import it into QIF — your transactions land in neat columns, ready to review.

Why QIF?

Works with Quicken & more

QIF is read by Quicken, GnuCash, and many personal-finance apps — a long-standing import format.

Simple and portable

A clean, plain-text ledger of your transactions, ready to import.

Review before import

Confirm dates and amounts before the file reaches your books.

About CalPrivate Bank statements

Headquarters: La Jolla, CA
Established: 2006
Insured: FDIC-insured
Website: www.calprivate.bank

CalPrivate Bank is headquartered in La Jolla, CA and has served customers since 2006. CalPrivate Bank bank statements are usually downloaded as PDFs from online banking, which look fine on screen but are painful to copy into a spreadsheet. Statemently detects the layout, parses each transaction row, and keeps the dates, amounts, and balances aligned so your export is ready to use.

To get your statement, sign in to CalPrivate Bank online banking (www.calprivate.bank), open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

Is the CalPrivate Bank to QIF converter free?

Yes. You can upload your CalPrivate Bank bank statement and download the extracted transactions as QIF at no cost.

Will it work with my CalPrivate Bank bank statement?

It works with text-based CalPrivate Bank PDFs — the kind you download directly from CalPrivate Bank. Scanned or photographed statements need OCR, which is coming soon.

How do I get my transactions into QIF?

Statemently gives you a clean QIF file. Open QIF and import that file — your CalPrivate Bank transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your CalPrivate Bank bank statement is editable inline, so you can correct anything before exporting to QIF.

Is my financial data secure?

Files are processed privately and are never sold or shared. Uploads are kept only as long as needed to produce your export.

Other CalPrivate Bank formats

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to OFX to QuickBooks (QBO)

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Banks in California

Altos Bank to QIF American Business Bank to QIF American Continental Bank to QIF American Plus Bank to QIF American Riviera Bank to QIF Asian Pacific National Bank to QIF Avidbank to QIF Axos Bank to QIF

Convert your CalPrivate Bank bank statement to QIF

Upload a PDF, review the transactions, and download in seconds. Free and private.

Convert a statement