Convert State Street Bank Statement to Google Sheets — Step-by-Step Guide

State Street 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: Institutional Custody Accounts, Global Advisors Fund Accounts, Cash Management Accounts, Foreign Exchange Settlement

How to Convert

1. Log in to statestreet.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: State Street Bank to Excel · State Street Bank to CSV · State Street Bank to QuickBooks · State Street Bank to Xero · State Street 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.