Bank statement PDF to Google Sheets
Google Sheets is the default place to share a statement analysis with a bookkeeper, a partner or a lender. It cannot read a PDF, so the practical route is to convert the statement to CSV and import that file straight into a sheet.
Drop a PDF statement to get a CSV for Sheets
Drop your PDF statement here
or click to browse · 10MB max · nothing is stored
Importing the file
In Google Sheets, use File then Import, upload the CSV, and choose Replace current sheet or Insert new sheet. Leave the separator as Detect automatically and turn off Convert text to numbers only if you want the raw text preserved.
Fixing the date column in Sheets
If dates show as left-aligned text, select the column, open Format then Number then Date. Left alignment is Sheets telling you it read the values as text, which is also why a SUM over the column returns zero.
Useful formulas once the data lands
A clean statement sheet supports the queries people actually need:
- =SUMIF(C:C,"<0") for total money out across the period
- =SUMIF(B:B,"*PAYROLL*",C:C) to total everything matching a keyword
- =QUERY(A:D,"select B, sum(C) group by B order by sum(C) asc") for a spend-by-payee breakdown
Sharing safely
A statement export contains account activity, counterparties and balances. Share the sheet with named people rather than anyone-with-the-link, and remove access once the work is done.
Frequently asked questions
+Can Google Sheets open a bank statement PDF directly?
No. Sheets has no PDF import, so the statement has to be converted to CSV first.
+Will the import split into columns correctly?
Yes, the CSV is standard comma separated with quoted description fields, which Sheets parses without configuration.
+Does this work on mobile?
Yes, convert in the browser and import the CSV from the Sheets mobile app.