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How to get a bank statement into Google Sheets

Three ways to put a bank statement into Google Sheets with real dates and numbers — paste, CSV or Excel — and the locale setting that breaks amounts.

Google Sheets is free, works on any device and is easy to share with a partner or an accountant. Getting a bank statement into it with real dates and numbers — not text that refuses to add up — takes one of three routes.

Option 1: copy and paste (fastest)

  1. Convert the statement with StatementEasy.
  2. Click Copy next to the download button.
  3. In Google Sheets, click cell A1 and paste (Ctrl+V or ⌘V).

The table is copied as tab-separated text, so every value lands in its own column.

Option 2: import a CSV

  1. Download the statement as CSV.
  2. In Google Sheets, go to File → Import → Upload and choose the file.
  3. Choose “Replace current sheet” or “Insert new sheet”, separator “Detect automatically”, and keep “Convert text to numbers, dates, and formulas” ticked.

Option 3: open an Excel file

Download Excel (.xlsx), upload it to Google Drive and open it with Google Sheets. You keep all the sheets — Transactions, Monthly, Categories, Recurring and Summary — and their formulas.

The setting that breaks amounts: locale

Google Sheets reads dates and decimals according to the spreadsheet’s locale (File → Settings → Locale). If your sheet is set to France or Germany, “1,234.56” is not a number; if it is set to the United States, “31/01/2026” is not a date. Either set the locale to match the file, or choose the matching export options before downloading: ISO dates (2026-01-31) work in every locale.

Useful formulas once it is in

  • Total spent: =SUM(C2:C)
  • Spent per month: =QUERY(A1:E, "select month(A)+1, sum(C) where A is not null group by month(A)+1", 1)
  • Largest payments: =SORTN(A2:E, 10, 0, 3, FALSE)

Common questions

My amounts are aligned left and SUM gives 0.

They were imported as text — usually a locale mismatch. Change the locale, then import again.

Can the converter send the data straight to Google Sheets?

Not yet; copy-paste is the quickest way today.

Convert a statement now: StatementEasy turns a bank statement PDF into Excel or CSV on your device, with every row checked against the balance. Free, read on your device first.

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