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Bank statement to Google Sheets

Google Sheets imports CSV and Excel files directly. Upload your statement, keep CSV as the output, and the file arrives with a date, a description, and an amount per row — so the import lands in columns instead of in one cell.

Upload a file

What the file contains

  • A header row, then one row per transaction
  • Date, description, and amount in their own comma-separated fields
  • Quotes around any description containing a comma, so the columns hold
  • Plain UTF-8 text, which Google Sheets imports without conversion

Importing it into Google Sheets

In Google Sheets open File, then Import, then Upload, and pick the CSV. Sheets asks whether to replace the current sheet or add a new one, and whether to convert text to numbers and dates — “detect automatically” is usually the right answer.

The Excel output imports the same way if you would rather work in a formatted workbook; both files carry the same rows.

How to convert

  1. Upload your statement

    Drop in the PDF or CSV you downloaded from your bank.

  2. Choose CSV

    CSV is preselected on this page and is what Sheets imports most reliably.

  3. Import it in Sheets

    File → Import → Upload, then choose the sheet to put it in.

Why this is more accurate than OCR

OCR reads a statement by position on the page. When a description wraps onto a second line, or the debit and credit columns sit close together, a positional parser attaches the wrong text to the wrong number.

Read by position

02/03  DIRECT DEBIT 4471
       ACME INSURANCE LTD   120.00
04/03  CARD PAYMENT
       NORTHGATE MARKET     -38.40

The wrapped line becomes a second transaction, and the amount lands on the wrong row.

Read as content

02/03  DIRECT DEBIT 4471 ACME INSURANCE LTD    120.00
04/03  CARD PAYMENT NORTHGATE MARKET           -38.40

One row per transaction, the description kept whole, the amount in the amount column.

Frequently asked questions

How do I import a bank statement into Google Sheets?

Convert the statement to CSV here, then in Google Sheets use File → Import → Upload and pick the file. Sheets reads the header row and puts each transaction on its own row.

Which file should I use, CSV or Excel?

CSV. It is plain text, so nothing depends on formatting surviving the round trip, and Sheets imports it without conversion. The .xlsx output works too.

Can I convert a PDF bank statement?

Yes — PDF is the most common input. Upload it and the output is the same CSV.

The import put everything in one column — why?

The delimiter was not detected. Re-import and choose Comma rather than “detect automatically”, and the columns will split.

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.

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