In this tutorial, we will walk you through how to convert your Capital One statement to Excel using Lido. Simply follow the steps below.
To begin, make sure your Capital One statement is saved as a PDF, image, or scanned copy.
If you are new to Lido, you can create a free account here. Once you are logged in, create a New File.
Click the Extract Data button at the top of your sheet.
Drag and drop your file into Lido, or click to browse your files. PDFs, scanned images, and photos of paper statements are all supported.
For the purpose of this tutorial, we are only using a sample statement that follows the same layout as a Capital One statement.
Let Lido know which columns you want to appear in your spreadsheet. For a Capital One statement, this typically includes the activity, transaction date, amount, along with any other columns shown on your statement.
If you need more control over the results, you can use the optional field for extra instructions. For example, you can ask Lido to extract only purchases, or to include the previous and new balances.
When you are ready, click Process All Files.
After Lido finishes processing, compare the extracted rows against your original statement to confirm everything was captured accurately. You can then edit cells, adjust column widths, or change the formatting to suit your needs.
Once the data looks right, click Export to Excel to download your Capital One statement as a spreadsheet file.
Lido handles Capital One PDF statements from online banking, including credit card and 360 checking/savings accounts.
Format notes: Capital One 360 checking statements have a clean, modern layout that most converters handle well. Credit card statements include payment allocation tables and interest calculations that add complexity.
Lido's AI handles these format variations automatically. Unlike template-based converters that break when layouts change, Lido reads the document contextually, so it adapts to Capital One's specific formatting without manual configuration.
Copy-paste from online banking: Capital One's website lets you view transactions online, but copying and pasting into Excel produces messy formatting that requires significant cleanup. This works for a handful of transactions but breaks down at volume.
CSV download from Capital One: Some Capital One accounts let you download transactions as CSV directly from online banking. This works for recent transactions but doesn't cover older statements, scanned paper statements, or statements received from clients.
Manual data entry: Typing transactions into Excel. At roughly 45-60 minutes per 30-page statement with a 2-4% error rate, this is the option Lido replaces.
For the full landscape of bank statement tools, see best bank statement OCR software and how to automate bank statement reconciliation.
Upload your Capital One PDF statement to Lido at lido.app. Lido's AI extracts transaction dates, descriptions, amounts, and balances automatically with 99.9% accuracy, then outputs clean Excel, CSV, or Google Sheets data. No templates or manual setup required. 50 free pages to test.
Yes. Lido includes built-in OCR that handles scanned and photographed Capital One statements with 99.9% accuracy. Upload the scan or photo, and Lido extracts the same structured data as from a digital PDF.
Some Capital One accounts allow CSV transaction downloads from online banking for recent periods. However, this doesn't cover older statements, scanned paper statements, or statements received from clients. For those, an AI converter like Lido extracts the data from the PDF directly.
Lido achieves 99.9% accuracy on Capital One statements, including both digital PDFs and scanned paper statements. It handles Capital One's specific formatting quirks automatically without per-bank template configuration.
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