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StatementPilot

Bank statement to Google Sheets

Get bank statements into Google Sheets

Convert PDF bank statements to a format Google Sheets opens perfectly. Download XLSX or CSV and import with File › Import, with correct dates and numbers.

Convert a statement free 20 free pages / month · no card

Last updated

Quick answer

Google Sheets can't parse PDF statements. Convert the statement to XLSX or CSV here, then in Google Sheets choose File › Import › Upload. Dates and amounts arrive as real values, ready for formulas and pivot tables.

How to do it

  1. 1

    Upload your bank statement.

  2. 2

    Download the XLSX (keeps formatting) or CSV.

  3. 3

    In Google Sheets use File › Import › Upload.

  4. 4

    Choose 'Insert new sheet' or 'Replace spreadsheet'.

Locale tip

Google Sheets interprets CSV dates using the spreadsheet's locale (File › Settings). Use ISO dates (YYYY-MM-DD) to avoid any day/month confusion — that's our default.

Ideas once your data is in Sheets

  • Build a monthly spend pivot by payee
  • Use SUMIFS to total categories for a budget or tax return
  • Share a read-only tab with your accountant
  • Combine several accounts into one cash-flow view

Works with statements from

Any bank or card issuer. Notes for popular institutions:

Frequently asked questions

Is there a direct Google Sheets export?

Not yet — download XLSX or CSV and import it. It takes about ten seconds and keeps your data out of third-party integrations.

Convert your first statement in under a minute

20 free pages every month. No credit card. Every export format included.