Get a PDF bank statement into Google Sheets
Convert the PDF to CSV in your browser, then import it into Google Sheets with real dates and numbers. Free for 10 pages a day; the statement is never uploaded to us.
Steps
- Drop your PDF statement into TidyLedger above and download CSV (or Excel).
- In Google Sheets choose File → Import → Upload and select the file.
- Pick Replace current sheet or Insert new sheet, and leave “Convert text to numbers, dates and formulas” on so amounts become numbers.
The CSV has one row per transaction: date, description, debit, credit, signed amount and balance — ready for SUMIF, pivot tables or a budget template.
Several months at once
Pro converts a stack of statements into one CSV, in the order you dropped them, with a File column naming each row's statement. Sort by date in Sheets if you want one timeline, then import a whole year in one go. A 24-hour pass is $6.
A note on privacy
Importing into Google Sheets stores the data in your Google account — that's your choice. Conversion itself happens on your device, so the original statement isn't sent to TidyLedger or any converter service.
FAQ
Why do amounts import as text in Google Sheets?
Usually because of currency symbols or thousands separators. TidyLedger writes plain numbers in the CSV; keep “Convert text to numbers, dates and formulas” ticked when importing.
Is it really private?
Yes. The PDF is read by JavaScript running in your browser tab; the file and its contents are never sent over the network. You can verify it in your browser's developer tools (Network tab), or disconnect from the internet after the page loads — conversion still works.
Which banks are supported?
TidyLedger doesn't rely on per-bank templates. It reads the table layout of any text-based PDF statement, so it works with most banks and credit cards in Canada, the US, the UK, Europe and Australia. See the list of tested banks.
Does it work with scanned statements?
Not yet. Scanned or photographed statements have no text layer; OCR support is coming. Download the original PDF from online banking for best results.
What about password-protected PDFs?
Supported. You'll be asked for the password, which is used only inside your browser to open the file.
How accurate is it?
When the statement has a running balance, every transaction is verified against it and you'll see a green “balances reconcile” badge. Rows that don't add up are highlighted so you can fix them before exporting.
QuickBooks rejects my CSV or puts transactions in the wrong month. Can TidyLedger help?
That's usually the date column. QuickBooks reads CSV dates in the format you pick at upload, so 01/04 can land in January or April. TidyLedger's CSV and Excel use one unambiguous date format (YYYY-MM-DD) and plain numbers without currency symbols. With Pro, the QBO (Web Connect) file carries its dates in a fixed format, so there's no date step at all.
I already converted a statement with another tool. How do I know nothing was missed?
Use the free bank statement balance checker on this site. Paste the rows with the statement's opening and closing balance, and it shows where the running balance breaks: a missing row, a duplicate or a flipped sign. Nothing is uploaded.
What's free?
10 pages per day with CSV and Excel export, no account needed. Pro adds unlimited pages, batch conversion and QBO/OFX export.