Bank statement PDF to Google Sheets

Q: Can I use Excel instead?

Yes. Click Excel (.xlsx) and open it in Excel, or upload the .xlsx to Google Drive and open it with Google Sheets.

Convert the PDF to a clean CSV here, then import it into Google Sheets. Dates and amounts come through as real values you can sort, filter and chart.

Convert a statement free

Any bankBalance-verifiedExcel · CSV · QuickBooks · Xero

Drop bank or credit card statement PDFs or click to choose · any bank · scanned PDFs OK · first 40 pages free, no signup Your PDF stays in your browser. Only page text (or a page image, for scans) is sent for extraction, and we don't store it.

no statement handy?

or download the sample PDF

How to do it

Drop your statement PDF above and check that it says Verified.
Click CSV to download the transactions.
In Google Sheets, open File → Import → Upload and choose the CSV.
Pick Insert new sheet(s) (or Replace current sheet) and click Import data.

Sum check in Sheets

Want to double-check yourself? In Sheets, =SUM(C:C) on the Amount column, plus the opening balance, equals the closing balance printed on your statement. PennyProof already did that check, but it's good to know how.

Questions

Can I use Excel instead?

Yes. Click Excel (.xlsx) and open it in Excel, or upload the .xlsx to Google Drive and open it with Google Sheets.

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