Convert bank statements inside Google Sheets

Install and convert

1. Open the BankConv listing on the Google Workspace Marketplace, click Install, pick your Google account and allow the permissions (explained below).
2. In any Google Sheet, go to Extensions → BankConv for Google Sheets → Convert bank statement. The sidebar opens on the right.
3. The sidebar looks for a BankConv account with your Google email and signs you in. No account yet? Click Create free account with Google. Using a different email, or does your account use two-factor sign-in? Click I already have an account and approve the connection.
4. Drop the statement PDF into the sidebar, or click browse (up to 30 MB).
5. Click Convert to sheet. The sidebar shows the upload, the reading and the new tab, then says how many transactions it added.

What lands in the sheet

Each statement becomes a new tab named after the bank and period, for example Chase · Mar 2026. The header row is frozen, and the columns are Date, Description, Reference, Amount and Balance. Reference and Balance only appear when the statement prints them.

This is the start of our sample statement (sample data, Harbor & Pine Bank, Sep 1 – Sep 30, 2026) as the add-on inserts it:

• Real dates. Dates are date values, shown as MM/DD/YYYY in a US-English spreadsheet and YYYY-MM-DD in every other locale, so sorting and date filters work.
• Signed amounts. Money in is positive and money out is negative, in one Amount column, as numbers, so a SUM of the Amount column gives the net change for the period.
• Transactions only. Opening balances, totals and page headers are left out. Tick Include everything on the statement before converting to also add the account details and summary tables, exactly as printed.

For formulas to try on the result, such as totals by month with QUERY, see bank statement to Google Sheets.

Password-protected PDFs

When the PDF has a password, the sidebar asks for it before converting. Banks often use your date of birth or part of your account number; the letter or email that came with the statement says which.

Earlier conversions

The Recent tab lists the last 10 statements your BankConv team converted, from the add-on, the website or the API, until their files expire. Click Insert to add one to the spreadsheet you have open, without converting it again.

What it costs

The add-on is free to install. Converting uses your BankConv pages, the same as on the website: each PDF page uses one page, and the sidebar shows how many you have left. A new account's first statement converts free, up to 5 pages. After that, buy a single statement or choose a monthly plan; see pricing. Inserting an earlier conversion from Recent uses no pages.

Permissions

Google shows these permissions when you install the add-on. This is what each one is for:

The PDF goes from your browser straight to BankConv over HTTPS. See security and data handling. To disconnect, click your initials in the sidebar and choose Disconnect, or remove the add-on under Extensions → Add-ons → Manage add-ons.

Add-on or website?

Both convert the same way and use the same pages. Use the add-on when the statement belongs in a spreadsheet you already work in, such as monthly bookkeeping or a rent ledger. Use the converter on the website to check the rows next to the PDF first, to convert several PDFs at once, or to download Excel, CSV, QBO, OFX or QFX instead.