Convert Bank Statements to Google Sheets
Google Sheets brings your bank statement data into the cloud, where you can access it from any device, share it with your accountant or business partner, and collaborate in real time. If you're working with someone else on bookkeeping or financial planning, Google Sheets makes it easy to both see updates instantly without emailing files back and forth. And since everything saves automatically, you never have to worry about losing your work.
Our converter gives you a CSV file that imports directly into Google Sheets. Just upload your bank statement PDF below, download the CSV, then open Google Sheets and use File → Import to bring in your transactions. You'll get clean columns for date, description, and amount, ready for you to organize however makes sense for your workflow.
Why Google Sheets for Financial Data
The biggest advantage of Google Sheets is collaboration. If you work with a bookkeeper, business partner, or accountant, you can both access the same spreadsheet without downloading files or dealing with version conflicts. Changes sync instantly, and you can see who edited what. This makes it much easier to keep everyone on the same page, especially for small businesses where multiple people need access to transaction data.
Google Sheets also works well if you access your finances from different devices. You might start reviewing transactions on your laptop, then check something on your phone later. Since everything is in the cloud, your data is always available. The mobile app is surprisingly capable, so you can update categories or check balances even when you're not at your desk. For people who like working from anywhere, that flexibility is hard to beat.
Importing Your CSV File
After you download your converted CSV file, open Google Sheets and create a new spreadsheet or open an existing one. Go to File → Import, choose Upload, and select your CSV file. Google Sheets will preview the data and let you choose how to import it—usually you'll want to replace the current sheet or insert a new sheet. Once imported, you can add formulas, create charts, or link the data to other sheets in your workbook.