How to import a bank statement CSV into Google Sheets
To import a bank statement CSV into Google Sheets, open a spreadsheet, use File then Import, upload the CSV, choose an import location and separator, and select Import data. Check the imported rows against the CSV and original statement before using them.
Before you import
Use a bank-provided CSV that covers the statement period and fields you need, or a reviewed CSV converted from PDF. Keep the original statement and downloaded CSV available for comparison. If converting a PDF, correct missing or misread rows and resolve the statement's date convention before exporting.
ExtractMint is in beta. No bank-specific format has been independently validated against real statements. PDF extraction and OCR can miss or misread transactions; review the export against the source.
Cloud transfer: Importing a CSV into Sheets sends it to Google's cloud. This is a separate step from ExtractMint's browser conversion. Review storage, sharing controls, and your organization's rules before uploading financial records.
Import the CSV into Google Sheets
- Open or create a Google Sheets spreadsheet in the account you intend to use.
- Choose File, then Import.
- Select Upload, choose the CSV from your device, and select the file.
- Choose an Import location. Use a new sheet for an initial review when appropriate; check the destination before replacing or appending existing data.
- Choose the separator type that matches the CSV. ExtractMint exports comma-separated CSV; other bank files may use a different delimiter. Confirm that transaction fields appear in separate columns after import.
- Select Import data, then complete the checks below before calculations or sharing.
These steps follow Google's current import instructions, checked October 27, 2026. Menu wording and available options can change. Sheets may interpret separators, dates, amounts, and currency differently from the source; automatic recognition is not a guarantee of correctness.
What to check after import
- Row count: Compare the transaction row count in Sheets with the downloaded CSV and the source statement. Exclude headers and opening or closing balance summaries. Investigate missing or duplicate transactions even if counts match.
- Dates: Confirm the statement period, first and last dates, and date convention. A source date of 03/04/2026 means 3 April under DD/MM/YYYY or March 4 under MM/DD/YYYY. Compare the displayed date and its underlying value; changing display format alone does not repair an incorrectly interpreted date.
- Descriptions and references: Check wrapped descriptions, commas, quotation marks, and reference numbers against the source. Preserve leading zeros in identifiers; do not assume a numeric-looking reference is an amount.
- Withdrawals, deposits, and amounts: Check direction, negative signs, decimal separators, and currency. Confirm values used in calculations are numeric. Do not add both a signed amount and withdrawal/deposit columns as separate transactions.
- Balances where present: Recheck opening, running, and closing balances and investigate discrepancies. A matching balance cannot prove that every transaction, date, or description is correct.
- Review and audit fields: Keep review status, warnings, and source context available while checking. The PDF-to-CSV field guide explains all 16 ExtractMint columns in exporter order. A bank CSV may have different fields; map columns deliberately.
A synthetic example to check in Sheets
This invented transaction subset uses DD/MM/YYYY and dollar amounts. It is a review example, not a full export or evidence of real-bank accuracy.
| Date | Description | Withdrawal ($) | Deposit ($) | Balance ($) | Review after import |
|---|---|---|---|---|---|
| 03/04/2026 | Studio supplies | 125.50 | — | 874.50 | Confirm 3 April and an outgoing 125.50. |
| 05/04/2026 | Project credit | — | 300.00 | 1,174.50 | Confirm 5 April and an incoming 300.00. |
| 07/04/2026 | Service charge | 62.00 | — | 1,112.50 | Confirm 7 April and the closing balance. |
The three transaction rows should remain three rows after import. With an invented opening balance of $1,000.00, the cross-check is $1,000.00 + $300.00 − $125.50 − $62.00 = $1,112.50. Dashes here mean no value; they are not instructions to enter text in numeric cells. Check source rows as well as this arithmetic.
Privacy, storage, and sharing
Uploading the CSV transfers its contents to Google's cloud, separate from ExtractMint's browser conversion and OCR. Check the Google account and storage destination, who can access the spreadsheet, link-sharing settings, and any applicable organization rules before import or sharing. Restrict access to the people who need it and review the file's contents before granting access.
Read ExtractMint's privacy and data-flow details. A successful Sheets import does not validate the statement, establish accounting compatibility, or remove the need to review sensitive fields before handoff.