Capital One credit card statement to Excel
Capital One statements split your activity into payments and credits on one side and transactions on the other, with a summary box up top. Getting that into a spreadsheet by hand means a lot of careful typing.
Ledgerline reads the PDF, keeps payments and purchases straight, and checks the totals against Capital One's summary before you download.
Payments and purchases, the right way around
On a credit card, a payment lowers what you owe and a purchase raises it. Ledgerline knows the difference, so payments come out as money in and purchases as money out, which is what spreadsheets and accounting software expect.
It also skips the summary lines and cardholder totals, so nothing gets counted twice.
Checked against the summary box
- Previous balance
- Payments and other credits
- Transactions (purchases)
- New balance, to the penny
Questions
Does it work for business cards with more than one cardholder?
Yes. Purchases for each card on the account are kept in one list, and each cardholder's subtotal is not counted as a purchase.
How much does it cost?
Your first statement is free. After that it's $4.99 a statement, or 5 for $19.
Try it on your own statement
Your first statement is free, no card needed. After that, $4.99 a statement or 5 for $19.
Start freeLedgerline is an independent tool and is not affiliated with, endorsed by, or sponsored by Capital One. Capital One is a trademark of its owner, used here only to describe the statements Ledgerline reads.