Once you've converted your bank statement from PDF to CSV with Statement PDF Converter, the next step is importing it into your preferred spreadsheet application. Here's how to do it in both Excel and Google Sheets.
Importing into Microsoft Excel
Method 1: Double-Click to Open The simplest way is to simply double-click the CSV file. Excel will automatically open it and parse the columns. However, this method can sometimes misformat dates or numbers.
Method 2: Using the Import Wizard (Recommended) 1. Open Excel and go to **Data** > **From Text/CSV** 2. Navigate to your downloaded CSV file 3. In the preview window, verify the columns look correct 4. Click **Load** to import the data
Formatting Tips for Excel - Select the Date column, right-click, and choose **Format Cells** > **Date** to ensure proper date formatting - Select the Amount column and format as **Currency** for better readability - Use **Conditional Formatting** to highlight large transactions
Importing into Google Sheets
- Open Google Sheets and create a new spreadsheet
- Go to File > Import
- Click the Upload tab and drag in your CSV file
- Choose Replace spreadsheet or Insert new sheet
- Click Import data
Google Sheets Tips - Use the **SUMIF** function to total spending by category - Create a **Pivot Table** for monthly spending summaries - Use **Data Validation** to add custom categories
Importing into Accounting Software
Statement PDF Converter CSVs are also compatible with:
- QuickBooks — Use the Banking > Upload Transactions feature
- Xero — Go to Bank Accounts > Import a Statement
- FreshBooks — Use the Expenses > Import feature
- Wave — Upload through Banking > Import CSV
Pro Tip: Automate Your Workflow
If you're converting statements monthly, consider our Pro plan which allows batch uploads. You can convert an entire year of statements in one go and import them all at once.