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To convert a Goldman Sachs bank statement to Excel, download the statement PDF (for Marcus accounts it sits under Documents after you log in), upload it above, and download the result as XLSX or CSV. Each deposit, transfer, interest credit and fee becomes its own row with the date, description, amount and running balance, so you can reconcile the account, total interest for a return, or hand the file to a lender without retyping it.
Goldman Sachs Bank USA issues statements under more than one brand. The converter reads the transaction table on each of them the same way.
Marcus by Goldman Sachs makes statements available as printable PDFs in the Documents section of your online account. Deposits, withdrawals, transfers to linked accounts and monthly interest credits come out as separate rows.
Monthly statement PDFs from Goldman Sachs business accounts carry ACH, wire and book transfer activity. Long descriptors, such as ACH company names and wire references, stay in the description column instead of being cut off.
Apple Card monthly statements are card statements with their own layout: purchases, payments, Daily Cash and interest. They have a dedicated Apple Card statement to Excel converter page.
Save each monthly statement as a PDF from online banking. Scanned or photographed paper statements work too, because the converter runs OCR on image pages.
Drop the file into the box at the top of this page. The transactions appear as rows you can check against the statement before you export anything.
Download an Excel workbook or a CSV. On the Plus plan you can also export a QBO file for QuickBooks and upload up to 50 statements at once.
Every transaction lands on one row with money in and money out in separate numeric columns, which is what lets you sort, filter and total without cleaning the data first. The opening and closing balance printed on the statement let you prove the file is complete: opening balance plus deposits minus withdrawals should equal the closing balance.
| Column | What it holds | Why it matters |
|---|---|---|
| Date | Posting date as printed | Sort by period, match to your ledger |
| Description | Full transaction text, including ACH company names and transfer references | Filter by counterparty or linked account |
| Deposit / Credit | Money in, including interest credits | Total interest income for the year in one SUMIFS |
| Withdrawal / Debit | Money out, transfers and fees | Separate transfers from real spending |
| Balance | Running balance after each row | Spot a missing line where the balance jumps |
Tie monthly interest credits on a high-yield savings account to the 1099-INT, or rebuild interest for a year where the form is missing.
Reconcile a business reserve or operating account from the statement instead of keying transfers by hand every month.
Lay out two or more months of reserves in a spreadsheet and flag large deposits that an underwriter will ask about.
Turn years of statements for a decedent or trust account into one dated ledger for an accounting or a court filing.
Download the statement as a PDF from online banking, upload it to the converter at the top of this page, and export the result as an XLSX workbook or a CSV file. Each transaction becomes a row with date, description, deposit or withdrawal amount and running balance.
Log in to your Marcus account and open Documents, where statements and tax forms such as the 1099-INT are available as printable PDFs. Save the months you need, then upload those PDFs here to get the transactions in a spreadsheet.
Yes. Convert the twelve monthly statements, stack the rows in one sheet, and use a SUMIFS on the description column for the interest line. The total should match the 1099-INT, and any gap points to a month that is missing or a statement you did not download.
Yes. Scanned pages and phone photos are read with OCR. Check the converted balance against the closing balance on the statement, which confirms every row was captured.
A new account gets a one-time 15 page demo with no credit card. After that, Starter is $49 a month or $24 a month billed yearly, and Plus is $149 a month or $74 a month billed yearly, adding bulk upload of 50 files and QBO export. Both include unlimited users.
Uploads are encrypted in transit with 256-bit encryption, statements are not shared or resold, and you can delete your uploaded files and exports from your account at any time. No bank login is ever requested.
Convert one statement with the demo, check the rows against the PDF, then pick a plan when the file is right.
Upload a statementWorking with other firms too? Convert a JPMorgan Chase statement, a Charles Schwab statement or a Morgan Stanley statement.
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| Pro AI Best accuracy | 500 pages |
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| Base AI Faster | 10,000 pages |
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Enterprise-grade bank statement conversion and controls.
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$ charged today
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| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
Try it once, free: sign up and convert up to 15 pages (5 per statement) with no credit card. The demo does not renew.
