Charles Schwab → Excel for Letting Agents
As letting agent, you need Charles Schwab bank statements in Excel format. Schwab brokerage and checking account statements include investment transactions alongside banking. BankScan AI separates and converts the banking transactions. BankScan AI handles the conversion — MM/DD/YYYY, combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and Balance, and all.
How It Works
Upload Charles Schwab PDF
Drop your Charles Schwab statement PDF. Supports PDF.
AI converts to Excel
Parses Charles Schwab's MM/DD/YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your letting agents work
Download and use with Goodlord, Arthur Online. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
Charles Schwab + Excel + Letting Agents
- Charles Schwab expertise — Handles MM/DD/YYYY and combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and Balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for letting agents — Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties
Charles Schwab to Excel — For Letting Agents
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Charles Schwab to Excel Free