# 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.

## 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

1. **Upload your statement** — Drop in the PDF or CSV you downloaded from your bank.
2. **Keep Copilot Money selected** — The Copilot Money layout is preselected on this page.
3. **Import into Copilot Money** — In Copilot, import transactions from a CSV for the account and match the columns.

## 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.

## Related

- [Bank statement to YNAB](https://statementconverterai.com/bank-statement-to-ynab)
- [Bank statement to Monarch](https://statementconverterai.com/bank-statement-to-monarch)
- [Bank statement to Actual Budget](https://statementconverterai.com/bank-statement-to-actual)
- [Bank statement to CSV](https://statementconverterai.com/bank-statement-to-csv)
- [All bank statement converters](https://statementconverterai.com/)