Bank statement to Copilot
Copilot Money imports transactions from a CSV and asks you to match its columns. Upload your statement and the file comes out with Date, Name, a signed Amount, Category and Note, ready to map.
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What the Copilot Money CSV contains
- Columns: Date, Name, Amount, Category, Note
- Dates as YYYY-MM-DD
- A signed amount per transaction
- The statement description as the transaction name
What Copilot Money expects
Copilot Money’s CSV import maps your columns to its own fields. The file uses Copilot’s field names, so the mapping is direct.
Category and Note are left empty; Copilot categorises transactions after the import.
How to convert
Upload your statement
Drop in the PDF or CSV you downloaded from your bank.
Keep Copilot Money selected
The Copilot Money layout is preselected on this page.
Import into Copilot Money
In Copilot, import transactions from a CSV for the account and match the columns.
Statements it handles
Layouts differ from bank to bank, so nothing is matched against a fixed template. An unusual statement still produces a table you can check before exporting — which is what makes it usable for bookkeepers and accountants who receive statements from every client.
PDF statements and CSV exports
A statement downloaded from your bank, or the CSV your bank lets you export. Both arrive as the same clean table.
Multi-page statements, read as one table
A statement that runs over several pages — or several statements uploaded together — is read as one continuous table, not one file per page.
Amounts and dates kept as your bank prints them
Debit and credit signs, decimal places and date formats are left as printed, so the numbers still reconcile against the statement.
Scanned, image-only PDFs, read with OCR
A statement with no text layer is read with OCR and may need a quick review — the one case where a row can come out wrong.
- CSV
- Scan
Why this is more accurate than OCR
OCR reads a statement by position on the page, so a wrapped description or a pair of narrow amount columns sends the text to the wrong row. Reading the content instead of the coordinates is what keeps each transaction whole.
01
A wrapped description becomes two rows
The second line of a description sits below the first, so it is read as a new row — and the amount follows it down, onto the wrong transaction.
02
Debit and credit collapse into one column
Two narrow amount columns are read as one, so a payment and a deposit come out identical — the sign that told them apart is gone.
03
The totals block becomes transactions
Opening balance and closing balance are printed like rows, so they are read like rows — and land in your books as money that never moved.
Why OCR mangles bank statements — the four failures in detail.
Frequently asked questions
How do I import a bank statement into Copilot Money?
Convert the statement here with the Copilot layout selected, then import the CSV into the account in Copilot and match the columns.
Does the file include categories?
No. A statement does not print categories; Copilot assigns them after the import.
Is my statement kept after conversion?
No. The file is used only to produce your converted copy and is deleted right after.
Do I need an account?
No. The converter works without signing up.