How do I convert a bank statement PDF to Google Sheets?

Upload your PDF to StatementVision ($2.99), download the CSV export, then open Google Sheets and go to File > Import > Upload. Your transactions will appear in a clean, structured format with categories, dates, descriptions, and amounts.

Does the export include spending categories?

Yes. StatementVision's export includes a category column with 12 spending categories for each transaction. In Google Sheets, you can use SUMIF formulas or create pivot tables to analyze spending by category.

Can I build a budget in Google Sheets from bank statement data?

Absolutely. The categorized, structured export from StatementVision is perfect for building Google Sheets budgets. Use the category breakdowns, daily totals, and merchant summaries to create comprehensive financial dashboards.

Bank Statement to Google Sheets

Convert bank statement PDFs into Google Sheets-ready data. StatementVision exports categorized transactions in CSV format that imports directly into Google Sheets.

How to Import Bank Statements into Google Sheets

Upload your bank statement PDF to StatementVision

AI extracts, categorizes, and structures all transactions

Download the CSV or Excel export

Open Google Sheets and go to File > Import

Upload the file to get a fully structured transaction spreadsheet

Why Use StatementVision with Google Sheets

Create personal finance dashboards in Google Sheets with categorized data
Share statement data with accountants or partners via Google Sheets
Build custom budgets and analysis using pre-categorized transactions
Use Google Sheets formulas on structured, clean transaction data
Free analysis tool (Google Sheets) + affordable extraction ($2.99)

Frequently Asked Questions

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Convert your bank statement PDF in minutes. No account needed.

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