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.
Upload a file
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 the Copilot CSV file looks like
Copilot's column mapper reads Date, Name and a signed Amount; Category and Note are left empty so Copilot's own rules categorise the rows after import.
Date,Name,Amount,Category,Note
2026-03-02,Direct Debit 4471 Acme Insurance,-120.00,,
2026-03-04,Card Payment Corner Grocer,-38.40,,
2026-03-06,Transfer Received J Smith,500.00,,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 you downloaded from your bank, or a scan of a paper statement.
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
Rows are read by what they are — a date, a description, an amount — not by where they sit on the page, so a wrapped description stays with its transaction and a closing balance never becomes one. Why OCR mangles bank statements
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 deleted when the conversion finishes; only the converted copy stays at your private link.
Do I need an account?
No. The converter works without signing up.