How to Import a Bank CSV into Google Sheets
Google Sheets can open a CSV directly, but File > Import lets you decide whether the rows replace, append to or sit beside what's already there.
Steps
- Open the spreadsheet you want to use, or a blank one.
- Choose File > Import, then the Upload tab, and drag in your CSV.
- Pick an import location: Create new spreadsheet, Insert new sheet(s), Replace current sheet, Append to current sheet, or Replace data at selected cell.
- Leave Separator type on Detect automatically and keep Convert text to numbers, dates, and formulas checked.
- Choose Import data, then spot-check a few dates and amounts against the original statement.
Good to know
- Dates are parsed using the spreadsheet's locale (File > Settings). A day-first file in a US-locale sheet can import with day and month swapped, so check a date with a day above 12.
- RowSmith never connects to Google. Importing the file is your own step. RowSmith is not affiliated with Google.
Starting from a PDF statement?
Converts text-based PDF bank statements to CSV or Excel in your browser. Your file is never uploaded. Always review the output before using it. Scanned PDFs aren't supported. Convert a statement PDF
Questions
Why did my dates stay as text?
The format probably didn't match the sheet's locale. Change the locale in File > Settings and import again, or see our date-fixing guide.
How do I add next month without duplicates?
Use Append to current sheet, then sort by date and check the boundary between months for repeated rows.
RowSmith is an independent tool and is not affiliated with any bank or software company named on this page.
Converting is free. RowSmith Pro ($9/month or $59/year) adds suggested Schedule C categories, saved cleanup rules and monthly category totals.