StatementSheet

StatementSheet is a finance tool that converts bank and credit card statement PDFs into categorized Excel and CSV files. Attach your statement in ChatGPT and get the transactions with their date, description, signed amount and running balance, auto-categorized (groceries, dining, subscriptions, rent, income and more).

It reads the statement's own table layout (paid in/paid out, amount/balance, debit/credit, CR/DR), handles US, UK and European number and date formats, joins wrapped descriptions, and checks its work against the running balance and flags it when the totals don't match.

The Excel file includes a Summary sheet with live formulas: money in, money out, spending by category and by month. Full card numbers are masked. Statements are processed in memory and not stored; generated files are deleted automatically. When you sign in, StatementSheet can remember your own category rules ("Costco is Groceries").