Get your bank-statement transactions into Google Sheets: convert the PDF to CSV, then import it into a Sheet to build shared budgets, use QUERY, and collaborate in real time.
Google Sheets is ideal when a budget needs to be shared — with a partner, a co-founder, or an accountant. Sheets does not read PDFs, so the workflow is: convert the statement to CSV, then import the CSV into a Sheet.
Use the QUERY function to total spending by category, share the sheet with view/edit rights for a joint budget, or add a pivot table. Because bankpdf already categorizes each line, a one-line QUERY gives you a category breakdown instantly.
Drop the PDF on bankpdf, download the CSV, import into Sheets. 80+ banks supported; scans and photos too.
Sheets imports from an uploaded file or a Drive file. Download the CSV from bankpdf first, then File → Import.
Yes — amounts import as numbers, so SUM, QUERY and pivot tables work right away.
Looking for a specific bank? See supported banks, or the accountant exports.