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Convert a Magnifi Financial statement to CSV

Turn a Magnifi Financial statement PDF into a clean, reconciliation-ready CSV file in under a minute — no template setup, including many credit union formats that template-based tools struggle with.

🔒 Privacy-first: No bank login. We don’t keep your statements. Read, convert, done. How we handle data →
Drop in your Magnifi Financial PDF — get CSV back, reconciliation-ready.
Convert a statement free →
5 free / month · no card · no bank login

How to convert your Magnifi Financial statement

  1. Upload the PDF. Drag your Magnifi Financial statement into Ledgerlift. One file or a batch.
  2. We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
  3. Download CSV. Get a CSV file that's ready for your books.

Why Ledgerlift handles Magnifi Financial statements that other tools miss

Magnifi Financial is a regional credit union whose PDFs export poorly into clean spreadsheets. Most converters depend on a hand-built parser for each bank, so an unusual layout, a scanned page, or a slightly different account type breaks them. Ledgerlift reads the statement the way a person does, so the credit union formats are exactly where it's strongest.

No template setup. Nothing to configure for Magnifi Financial — upload and go.
Reconciled output. The CSV file ties to the statement's own balances, or the rows are flagged.
Reads scans & photos. Works on imaged statements, not just clean digital PDFs.
Categorized for the books. Pro adds income/expense coding and a cash-flow summary.
Also: Magnifi Financial → Excel Magnifi Financial → QuickBooks Magnifi Financial → Xero Magnifi Financial → Google Sheets

Frequently asked questions

Is it safe to convert my Magnifi Financial statement?

Yes. You upload a statement you already have — there's no Magnifi Financial login and no account linking. Files are processed only to produce your CSV file and are not used to train anything; data is encrypted in transit and at rest.

Does this work if my Magnifi Financial statement is scanned or a photo?

Yes. Ledgerlift reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.

Will the CSV output balance?

Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.

How many Magnifi Financial statements can I convert?

Five per month free, no card. Unlimited on Pro, which also adds automatic categorization and a cash-flow summary.

Don't see your bank? Request it.

Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.

Ready to convert your Magnifi Financial statement?
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