Upload one or more bank statement PDFs and convert them into clean transaction rows ready to paste into Excel or Google Sheets.
How to use it: Upload one or more statement PDFs, then select “Copy for spreadsheet” and paste the rows into your template's Import Transactions tab. Check the results before using them.
Your privacy: Your statement is used only to create the transaction rows. Money Detective does not keep or store the file. Privacy Policy
Date
Description
Account
Amount
Copied text is tab-separated, matching the Date / Description / Account / Amount columns in your Import Transactions tab, just click the first empty cell and paste. Uploaded more than one statement? Edit the account name above each group below before copying, so you can tell your accounts apart once they're in your spreadsheet.