Bank Statement → Google Sheets

Your Bank Statements, Automatically in Google Sheets

Upload a PDF statement or connect your bank directly. Transactions and balances flow into Google Sheets with your field mapping — automatically, on your schedule. No CSV exports, no manual imports.

Import to Google Sheets Free Live bank sync guide

✓ Google Workspace add-on available✓ 14-day free trial✓ 10,000+ banks supported✓ Google Drive attachment storage

Two ways to get bank data into Sheets

Start with a PDF upload today. Connect your bank for fully automatic syncing whenever you're ready.

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Document Extractor

Upload or forward PDF statements

Upload a PDF bank statement and BankSync's AI extracts every transaction and balance directly into your Google Sheet. Works with any bank, worldwide. Forward statement emails for ongoing automation.

✓Works with any bank globally
✓Scanned & digital PDFs supported
✓Email forwarding for new statements
✓Google Drive PDF storage

Learn about Document Extractor →

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Bank Feeds

Live connection to your bank

Connect your bank directly. Transactions, balances, holdings, and loans sync automatically to Google Sheets daily — no statements needed, ever.

✓10,000+ banks across US & Canada
✓Transactions, balances, investments, loans
✓Auto-sync on your schedule
✓Real-time monitoring

Learn about Bank Feeds →

Built for Google Sheets power users

Map fields exactly how you want them. Your spreadsheet, your structure.

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Upload PDF statements

Upload any bank statement PDF — digital or scanned. AI extracts transactions, balances, and account info directly into your sheet.

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Connect your bank live

Link 10,000+ banks via Bank Feeds. Transactions auto-import daily — no statements, no manual exports.

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Map to your columns

Choose which fields go in which columns. Date, description, amount, category — mapped to your sheet's exact structure.

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Google Drive attachments

Optionally save the original PDF in a Google Drive folder, linked back to each row in your spreadsheet.

More than just transactions

BankSync brings all your financial data into one spreadsheet.

✓Transactions

Date, description, debit/credit, running balance

✓Account Balances

Opening & closing balance, balance history

✓Investment Holdings

From brokerage statements — positions, quantities

✓Trades

Buy/sell activity from investment accounts

✓Loan Data

Balance, interest, payments from loan statements

Frequently asked questions

How do I import bank statements into Google Sheets?

With BankSync, you can import bank statements into Google Sheets in two ways: 1) Upload a PDF bank statement and BankSync's AI extracts transactions and balances directly into your spreadsheet, or 2) Connect your bank account via Bank Feeds and transactions sync automatically on your schedule — no PDF needed.

Can I automatically sync bank transactions to Google Sheets?

Yes. BankSync's Bank Feeds feature connects to 10,000+ banks across the US and Canada. Once connected, transactions sync automatically to your Google Sheets on a schedule you choose — daily, weekly, or monthly. New transactions appear in your sheet without any manual work.

Does BankSync work with the Google Sheets add-on?

Yes. BankSync has an official Google Workspace Marketplace add-on that makes it easy to import bank statement data directly from the Google Sheets interface. You can install it from the Google Workspace Marketplace and connect your bank or upload statements without leaving your spreadsheet.

What data is imported into Google Sheets from a bank statement?

BankSync imports transaction date, description, debit amount, credit amount, running balance, account name, and transaction category into Google Sheets. For investment statements, it also imports holdings, trade activity, and portfolio balances. For loan statements, it imports balances, interest, and payment information.

Can I store the original PDF in Google Drive?

Yes. When processing PDF bank statements, BankSync can optionally save the original file to a Google Drive folder. A link to the file is added to the corresponding row in your Google Sheet, so you always have the source document accessible from your spreadsheet.

Is there a free plan for importing bank statements to Google Sheets?

Yes. BankSync offers a 14-day free trial with no credit card required. There is also a free tier that includes 50 document extractions per month. Paid plans start at $7/month and include more document extractions and bank connections.

Start importing bank statements to Google Sheets

Upload a PDF or connect your bank directly. Data lands in your spreadsheet automatically.

Get Started Free

14-day free trial • Cancel anytime