SoFi + Coconut: Bridge the Gap
Need to get your SoFi Bank bank statement into Coconut? SoFi uses MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking — which needs converting to CSV (Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses) for Coconut import.
How BankScan AI Converts SoFi for Coconut
Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances. SoFi's digital-first banking statements include Vaults, direct deposit details, and cashback tracking. BankScan AI extracts all transaction data from SoFi's modern format.
How It Works
Upload your SoFi PDF
Drag and drop your SoFi statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Coconut
Our AI parses SoFi's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Coconut
In Coconut, go to Transactions > Import. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data.
Coconut Import Tip
Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
SoFi to Coconut Features
- SoFi optimised — Trained on SoFi's modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking with MM/DD/YYYY parsing
- Coconut formatted — Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import SoFi Data into Coconut
After converting your SoFi statement with BankScan AI:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Import SoFi into Coconut Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import SoFi to Coconut Free