Convert Independent Bank Group Statement to Google Sheets — Step-by-Step Guide

Independent Bank Group 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: Independent Bank TX Personal Checking, Preferred Checking, Interest Checking, Independent Bank TX Savings, Money Market accounts, Independent Bank TX Visa Credit Cards, Independent Bank TX Business Checking, Commercial accounts

How to Convert

1. Log in to https://www.ibtx.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: Independent Bank Group to Excel · Independent Bank Group to CSV · Independent Bank Group to QuickBooks · Independent Bank Group to Xero · Independent Bank Group 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.