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Convert The Bank of New York Mellon statements to Excel, CSV, or QuickBooks

Upload a The Bank of New York Mellon PDF statement and download a clean spreadsheet: every transaction, date, and balance extracted and reconciled.

Convert a The Bank of New York Mellon statement See pricing
<8s
Read time, 10 pages
99.3%
Row accuracy, rest flagged
Any bank
1,000+ statement guides

About The Bank of New York Mellon · registry record

FDIC Cert. № 639

Institution type
Bank
Charter
State member bank · Federal Reserve
Established
1851
Headquarters
New York, NY
Branch network
27 offices in 7 states & territories
Total assets
≈ $467 billion (USD)
Holding company
Bank of NY Mellon Corp the
Official site
www.bny.com

Statements supported

Public record · retrieved Jul 2026

Registry data from public FDIC records. LedgerBox is independent and not affiliated with or endorsed by The Bank of New York Mellon.

How to convert a The Bank of New York Mellon statement

  1. Upload the statement

    Drag in the PDF as downloaded from www.bny.com. Multi-month files and scans are fine.

  2. We extract and reconcile

    Every row is read, then checked: debits, credits, and running balances must add up before the document is marked clean.

  3. Download Excel, CSV, or QBO

    Dates, descriptions, and amounts land in separate, consistent columns. Open the spreadsheet directly or import the QBO file into QuickBooks.

The Bank of New York Mellon at a glance

The Bank of New York Mellon was established in 1851, and has been FDIC-insured since 1934. It is chartered as a state member bank, supervised by the Federal Reserve, and is part of Bank of NY Mellon Corp the. Its branch network runs 27 offices across 7 U.S. states and territories. Earlier in its history it operated as Irving Trust Company and The Bank of New York.

Total assets
$467B
Total deposits
$420B
Equity capital
$29.1B
Net income, YTD
$1.4B
Return on assets
1.29%
Return on equity
18.64%

Figures as of Mar 31, 2026, from public FDIC records. Money figures are approximate.

The Bank of New York Mellon statement anatomy

A sample business checking statement, and how LedgerBox reads each part during extraction and reconciliation.

The statement period sets the dates

Transaction rows often print MM/DD dates without the year. LedgerBox resolves the full date from the statement period, including periods that span a year boundary.

Sections become one transaction table

Deposits and withdrawals often sit in separate sections rather than one table. LedgerBox reads every section and exports one transaction per row, with separate debit and credit columns.

Balances drive reconciliation

Ending balances are checked against the extracted rows: debits, credits, and running balances must add up, and any row LedgerBox cannot verify is flagged for review instead of guessed.

Also worth knowing

Card statements group transactions by category (payments, purchases, fees, interest), and the export preserves sign conventions so totals match the summary. Scanned statements convert through OCR, with any row that misses the section totals flagged for review.

The Bank of New York Mellon conversion FAQ

How do I convert a The Bank of New York Mellon PDF statement to Excel or CSV?

Create a free LedgerBox account, upload the The Bank of New York Mellon PDF, and download the converted file. The free trial includes enough pages to try several statements, and no credit card is required.

Does it work with scanned or photographed The Bank of New York Mellon statements?

Yes. LedgerBox runs OCR-backed extraction, so image-based PDFs and scans convert the same way as digital statements. Reconciliation flags any row it could not read with confidence instead of guessing.

Is my The Bank of New York Mellon statement data secure?

Documents are encrypted in transit and at rest, processed in isolated storage, and never used to train models. You can delete uploaded documents at any time and they are permanently removed.

Which export formats are supported?

Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Every export uses one transaction per row with separate date, description, debit, credit, and balance columns.

Does LedgerBox only work with the banks listed on this site?

No. LedgerBox reads the statement itself rather than matching it against bank-specific templates, so statements from any institution convert the same way. These pages are guides for the most searched-for banks, not a compatibility list.

Ready to convert your The Bank of New York Mellon statement?

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Rather not import a file at all? Post statement rows straight into QuickBooks