Tested bank statement sample
Optum Bank Statement Example PDF
View a public Optum Bank bank statement PDF sample, understand its transaction layout, and learn how to convert an authorized statement into a structured Excel workbook.
Optum Bank statement PDF preview
Compatibility sample used for local parser testing.
For current products, statement access instructions, and customer support, visit the official Optum Bank website. Optum Bank is not affiliated with this website.
How to convert a Optum Bank bank statement to Excel
01
Upload the PDF
Choose a Optum Bank statement that you are authorized to process.
02
Automatic extraction
The system selects the PDF text or OCR path and structures the detected transactions.
03
Download Excel
Your Excel workbook downloads automatically when processing is complete.
Important: Bank statement layouts change, and automated extraction may contain errors. Compare the Excel output with the original PDF before reconciliation, reporting, tax, audit, or accounting use.