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 Charter Bank savings account statements to QuickBooks

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 Charter Bank savings account statement PDF and get a structured QuickBooks file back. Dates, descriptions, amounts, and balances are parsed automatically. Statemently produces a tidy CSV file that imports directly into QuickBooks.

Convert to QuickBooks

How to convert a Charter Bank savings account statement to QuickBooks

1
Upload your Charter Bank savings account statement
Drag and drop your Charter Bank savings account 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 Charter 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 QuickBooks
Download the CSV file, then import it into QuickBooks in a couple of clicks — your transactions land in neat columns, ready to use.

Why QuickBooks?

Speed up bookkeeping

Get transactions into QuickBooks without manual entry, then categorize in bulk.

Tax-time ready

Clean, complete records make reconciliation and tax prep far less painful.

Import-friendly file

Statemently produces a structured file you can map to QuickBooks columns during import.

About Charter Bank savings account statements

A Charter Bank savings account statement shows deposits, withdrawals, transfers, and any interest earned over the statement period. Statemently reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your savings account export is ready to use.

Frequently asked questions

Is the Charter Bank to QuickBooks converter free?

Yes. You can upload your Charter Bank savings account statement and download the extracted transactions as QuickBooks at no cost.

Will it work with my Charter Bank savings account statement?

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

How do I get my transactions into QuickBooks?

Statemently gives you a clean CSV file. Open QuickBooks and import that file — your Charter Bank transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your Charter Bank savings account statement is editable inline, so you can correct anything before exporting to QuickBooks.

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 Charter Bank formats

savings account to Excel savings account to CSV savings account to Google Sheets

Convert other statements to QuickBooks

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Convert your Charter Bank savings account statement to QuickBooks

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

Convert a statement