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 Summit Bank savings account statements to OFX

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.

Statemently converts Summit Bank savings account statement PDFs into OFX so you can sort, filter, and reconcile without retyping a single row. Statemently produces a tidy OFX file that imports directly into OFX.

Convert to OFX

How to convert a Summit Bank savings account statement to OFX

1
Upload your Summit Bank savings account statement
Drag and drop your Summit 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 Summit 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 OFX
Download the OFX file, choose the correct destination account type, then import it into OFX — your transactions land in neat columns, ready to review.

Why OFX?

Universal bank format

OFX imports into Quicken, GnuCash, and most accounting tools with no column mapping.

Structured, not guessed

Dates, amounts, and descriptions are written into the fields your software expects.

Review before import

Check every transaction first, then import a clean OFX file.

About Summit Bank savings account statements

Headquarters: Oakland, CA
Established: 1982
Insured: FDIC-insured
Website: www.summitbanking.com

Summit Bank is headquartered in Oakland, CA and has served customers since 1982. A Summit Bank savings account statement shows deposits, withdrawals, transfers, and any interest earned over the statement period. Instead of retyping every line, let Statemently parse the statement and rebuild the table for you — accurately and in seconds.

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

Frequently asked questions

Is the Summit Bank to OFX converter free?

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

Will it work with my Summit Bank savings account statement?

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

How do I get my transactions into OFX?

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

Can I edit transactions before downloading?

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

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 Summit Bank formats

savings account to Excel savings account to CSV savings account to Google Sheets savings account to QuickBooks CSV savings account to Xero CSV savings account to Wave CSV savings account to QuickBooks (QBO)savings account to QIF

Convert other statements to OFX

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Banks in California

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

Convert your Summit Bank savings account statement to OFX

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

Convert a statement