Convert Rocket Mortgage Mortgage statement PDF to Excel
Rocket Mortgage statements are PDF-only — there's no Excel/CSV export from the borrower portal. Convert a year of statements to track principal, interest and escrow side by side.
20 free credits • No credit card required
Why Rocket Mortgage customers convert PDFs
Rocket Mortgage's borrower portal only offers PDF statements. There is no built-in CSV or Excel export.
From Rocket Mortgage PDF to Excel in 3 steps
Upload your Rocket Mortgage mortgage statement PDF
Drag and drop a single file or a year's worth—up to 50MB per file.
AI extracts every transaction
Date, merchant, category, amount and currency are detected automatically.
Download a clean Excel file
One row per transaction, ready to pivot, filter, or import into accounting software.
Built for accuracy on Rocket Mortgage mortgage statements
AI table detection
Reads the Rocket Mortgage mortgage statement layout natively—no templates to maintain.
Seconds, not hours
12 months of mortgage statements processed in the time it takes to brew coffee.
Private by default
Files processed in memory and deleted immediately. Never stored.