Bank Statement to Google Sheets
Convert on your computer, then import the CSV into a sheet.
- Free
- No sign-up
- Nothing uploaded
- You choose what leaves
Google Sheets will not read a PDF, so the route is always the same: turn the statement into a CSV first, then import that. What differs between converters is where the first step happens - on somebody's server, or on your own machine.
The two steps, and where each one happens
It is worth being precise about this, because the privacy of the two steps is not the same:
- Step one, here: your PDF is read in your browser and a CSV is built on your computer. The statement does not go anywhere.
- Step two, at Google: you import that CSV into a sheet, which does put the rows in your Google account - as it would with any file you keep there.
- That second step is your call and it is a normal one. The point is that it is a decision you make knowingly, not something a converter did to your statement before you had a say.
Importing without breaking the columns
In Sheets, use File then Import then Upload, pick the CSV, and choose comma as the separator. Turn off the option to convert text to numbers and dates if your dates come out shifted - Sheets applies your spreadsheet locale when it guesses, and the year-first dates in the file are unambiguous only while they stay text. Once the rows are in, sorting by the date column works correctly because year-first text sorts the same way real dates do.
What you can do once the rows are in a sheet
This is where a statement stops being a document and starts being data. A pivot table over description and amount shows where the month went. A filter on negative amounts is your outgoings. Summing the amount column gives the net change, and if your statement carried a running balance you can check that sum against the difference between the first and last balance - which is exactly the check this page already ran for you before the download.
Can I do this on a phone?
The conversion works on a phone browser, and the file lands in your downloads. The import into Sheets is the awkward part on mobile, because the Sheets app has no import screen - you need the browser version, or a laptop. If the statement is going into a sheet anyway, doing both steps on a computer is less fiddly.
Related
Bank Statement to CSV · Bank Statement to Excel · Bank Statement Converter That Does Not Upload Your File