How do I get bank transactions into Google Sheets without exporting a CSV?

You connect your bank to Bank Statement Genie once, and it writes your transactions straight into a Google Sheet you own in your Drive, then keeps that Sheet updated for you. There's no CSV to download and no PDF statement to convert; the data arrives in the spreadsheet automatically. On the free plan the Sheet refreshes once a month, and the paid plan syncs near-real-time.

Does it work with my bank?

It supports 12,000+ banks across the US, UK, Canada, and Europe, so most major banks and credit-card issuers are covered. The quickest way to check is to start the connection flow and search for your bank by name. The bank login happens through a secure connection, so the app never sees your banking password.

Yes, there's a free plan that imports your transactions into a Google Sheet and refreshes it once a month, with no card required to start. If you want near-real-time syncing and the full analytics dashboard, there's a paid plan for that.

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Import to Google Sheets

Import bank transactions into Google Sheets, no CSV exports

Downloading a CSV every month, cleaning up columns, or converting PDF statements by hand is the slow way to get your money into a spreadsheet. Bank Statement Genie skips all of it: connect your bank once and your real transactions land in a Google Sheet™ you own, one that keeps updating itself.

Short answer: Sign in with Google, connect your bank through its secure login, and a Google Sheet is created in your Drive with your transactions in it. No CSV downloads, no PDF conversion, the Sheet refreshes on its own (monthly on the free plan, near-real-time on the paid plan).

The difference

The CSV grind vs. automatic sync

The manual CSV / PDF way

Log into each bank's website every month to export a CSV
Wrangle mismatched columns, date formats, and headers from every bank
Convert PDF statements by hand when there's no CSV option
Copy and paste rows into your spreadsheet, and remember to do it again next month
Your Sheet is only ever as current as the last export you bothered to run

The automatic way

Connect each bank once, no monthly downloads
Transactions arrive already structured in consistent columns
No CSV files and no PDF statements to convert
Nothing to copy or paste; the Sheet fills itself in
Your Sheet stays current on its own, monthly on free, near-real-time on paid

Setup

How to set it up

Three steps, about five minutes, and you never touch a CSV again.

Sign in with Google

Sign in with your Google account so the Sheet can live in your own Drive. Bank Statement Genie uses Google's narrow drive.file scope, which means it can only see and edit the one Sheet it creates for you, not anything else in your Drive.

Connect your bank through the secure login

Pick your bank and log in through its secure connection. That login happens on the bank's side, so the app never sees or stores your banking password. It works with 12,000+ banks across the US, UK, Canada, and Europe.

Your Google Sheet is created and keeps updating itself

A Google Sheet appears in your Drive with your transactions in it. From then on it refreshes on its own, once a month on the free plan, or near-real-time on the paid plan, so the spreadsheet is always up to date without another export.

Why it's better

What you get instead of CSVs

No CSVs, no PDFs

No monthly exports and no PDF statements to convert. Your transactions arrive in the Sheet already structured, with consistent columns across every account.

Always current

The Sheet updates itself, once a month on the free plan, near-real-time on the paid plan, so you're never looking at last quarter's snapshot.

You own the Sheet

The spreadsheet lives in your Google Drive and belongs to you. Build your own formulas, share it, or disconnect whenever you like, your data stays yours.

Works with 12,000+ banks

Connect banks and credit cards across the US, UK, Canada, and Europe. The bank login is secure and the app never sees your banking password.

Or let the data come to you

Don't actually want to live in the spreadsheet? A simple dashboard and optional twice-weekly recap emails mean you can see where your money went without ever opening the Sheet.

Get your transactions into a Sheet, automatically

Sign in with Google, connect a bank, and watch your Sheet fill itself in. The free plan covers it, and there's no card to start.

Get started for free