Convert Citizens Business Bank Statement to Google Sheets — Step-by-Step Guide

Citizens Business Bank PDF statement: Convert bank statement PDF to CSV for Google Sheets import. File → Import → Upload. Share with your accountant instantly. Free, no signup.

Output format: Google Sheets (.csv)

Supported account types: Citizens Business Bank Commercial Checking, Business Analysis Checking, Citizens Business Bank Business Savings, Money Market accounts, Citizens Business Bank Commercial Visa Credit Cards, Citizens Business Bank SBA and commercial lending accounts

How to Convert

1. Log in to https://www.cbbank.com and download your statement as a PDF
2. Upload the PDF to Bank Statement Converter
3. Select Google Sheets as the output format and click Convert
4. Download your .csv file — ready in under 20 seconds

Other formats: Citizens Business Bank to Excel · Citizens Business Bank to CSV · Citizens Business Bank to QuickBooks · Citizens Business Bank to Xero · Citizens Business Bank to Quicken

Frequently Asked Questions

Can I import a bank statement PDF directly into Google Sheets?

Google Sheets cannot open PDFs directly. You must first convert the bank statement PDF to CSV using Bank Statement Converter, then import the CSV via File → Import in Google Sheets.

Will Google Sheets auto-format my dates after import?

Google Sheets may reformat dates depending on your locale settings. To standardize: select the Date column → Format → Number → Date → choose your preferred format. Amounts format correctly if the column contains only numbers.

How do I share the imported bank statement with my accountant?

After importing to Google Sheets, click Share (top right) → enter your accountant's email → set permission to Commenter or Editor. They can view and add notes without downloading anything.

Can I use SUMIF to categorize spending in Google Sheets?

Yes. After import, use =SUMIF(B:B, "*Amazon*", C:C) to sum all Amazon charges in column C. Replace column letters to match your Date/Description/Amount layout.