Robinhood · United States
Convert Robinhood brokerage statements to Excel, CSV & QBO
Convert Robinhood brokerage statements (PDF or scanned) to Excel, CSV, QBO or OFX, reconciled against the closing balance. Free for 20 pages a month.
Quick answer
Download your Robinhood brokerage statement as a PDF from the Robinhood app under Account > Statements, upload it to StatementPilot, and export Excel, CSV, QBO, OFX or QIF. We check that the "Opening Balance" plus every transaction equals the "Closing Balance" so you know nothing was missed.
What a Robinhood brokerage statement looks like
Robinhood monthly statements list executed trades, dividends and transfers in an Account Activity table with very compact descriptions.
US statements usually open with an account summary (beginning balance, deposits, withdrawals, fees, ending balance) followed by transaction sections and a daily balance table.
How to convert a Robinhood statement
- Sign in to the Robinhood app under Account > Statements and download the statement for the period you need as a PDF (not a screenshot).
- If the PDF is password-protected, open it and save an unprotected copy first.
- Upload one or several months to StatementPilot. Scanned or photographed statements are read with OCR.
- Check the reconciliation panel: the "Opening Balance" plus deposits minus withdrawals should equal the "Closing Balance".
- Export to Excel or CSV for analysis, or QBO/OFX/QIF to import into QuickBooks Online, QuickBooks Desktop and Quicken.
Dates, amounts and account numbers in the US
Amounts use a period for decimals and commas for thousands (1,234.56). Withdrawals are often shown with a minus sign or in a separate column. We read the date order from the statement itself and default to MM/DD/YYYY for United States, so 03/04 is never silently swapped.
Only the last four digits of the account number are printed on most pages; the full routing number appears on checks, not in transaction rows. Only the masked or last digits are carried into QBO/OFX files, as those importers expect.
What gets extracted from a Robinhood statement
For brokerage statements we extract the cash activity — deposits, withdrawals, dividends, interest, fees and trade settlements — as dated transactions with a running cash balance. Position and holdings tables are not exported as transactions.
Why statements are still needed
Banks must provide periodic statements under Regulation E for electronic transfers, and most keep 7 years of PDF statements available online.
Frequently asked questions
Can I convert a Robinhood brokerage statement to Excel?
Yes. Upload the PDF and download an .xlsx file with date, description, amount and balance columns plus a summary sheet showing the opening balance, closing balance and reconciliation result.
How do I get my Robinhood statement as a PDF?
Statements are available in the Robinhood app under Account > Statements. Choose the statement period and download or save it as a PDF; a printed copy can also be scanned or photographed and uploaded.
Can I import Robinhood transactions into QuickBooks Online?
Yes. Export the converted statement in the format QuickBooks Online accepts (QBO, OFX or a formatted CSV) and import it as a bank statement file. Dates are written in the format your software expects.
Do I need a Robinhood template?
No. StatementPilot doesn't rely on bank-specific templates, so redesigned Robinhood statements and older layouts both work. The reconciliation check confirms nothing was missed.
Robinhood at a glance
- Institution type
- Brokerage
- Headquarters
- Menlo Park, CA, United States
- Where to download statements
- the Robinhood app under Account > Statements
- Balance labels on the statement
- Opening Balance → Closing Balance
- Currency
- USD (US dollars)
- Typical date format
- MM/DD/YYYY
Convert your Robinhood statements now
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