Convert Marcus by Goldman Sachs statements to Excel
Marcus by Goldman Sachs statements are monthly PDFs you open from Documents, built for printing rather than for spreadsheets. If you track savings interest for taxes, reconcile transfers between Marcus and your checking account, or need a few months of statements for an application, this page covers what to expect when you convert them.
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How to get your Goldman Sachs statement into Excel
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Download the PDF statement from Goldman Sachs online banking
- Log in to your Marcus by Goldman Sachs account.
- Select 'Documents'.
- Click 'View Documents' to open the printable PDF of the statement.
- Save the statement for the period you need as a PDF.
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Upload it here
Scans and phone photos work too.
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Download Excel, CSV, or QuickBooks and Xero CSV
Check the rows against the statement, then export.
Sample result
Your Goldman Sachs statement in Excel
Made-up sample rows, not a real statement.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 Salary - Example Employer Ltd | Salary - Example Employer Ltd | 2,500.00 | 3,500.00 | |
| 2026-01-05 Card payment - Sample Grocery Co | Card payment - Sample Grocery Co | 120.00 | 3,380.00 | |
| 2026-01-09 Rent - Placeholder Properties | Rent - Placeholder Properties | 1,200.00 | 2,180.00 | |
| 2026-01-14 Transfer from savings | Transfer from savings | 300.00 | 2,480.00 | |
| 2026-01-20 Utility bill - Demo Energy Co | Utility bill - Demo Energy Co | 80.00 | 2,400.00 | |
| 2026-01-27 Card payment - Fictional Coffee Co | Card payment - Fictional Coffee Co | 15.00 | 2,385.00 |
Statement notes
What to know about Goldman Sachs statements
One printable PDF per month
Each Marcus statement covers the previous month's activity, and accepting the eSign Agreement at account opening turns on e-statements. A year of records is twelve files. Upload them together and the periods are compared: a month you forgot to save, or one saved twice, is flagged before you build anything on top of the data.
Interest Paid and APY Earned
Each statement shows Interest Paid and Annual Percentage Yield Earned. The interest credit is money moving, so it becomes a row; the APY is a rate and doesn't. Keeping interest as its own row lets you total a year of it in one formula.
Few rows, so each one counts
A savings statement often has only a handful of lines: transfers in and out plus interest. With so few rows, a single misread amount throws the whole month off. The balance comparison catches that and tells you which statement to recheck.
Output and review
From Goldman Sachs PDF to your books
Accounting tip
In QuickBooks Online or Xero, set Marcus up as its own bank account and upload the converted CSV to it, mapping the columns when asked. Transfers to and from your checking account should be matched as transfers, not income, and interest coded to interest income.
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Checked before export
Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.
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Export formats
Excel, CSV, JSON, or QuickBooks and Xero CSV.
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Private workspace
HTTPS uploads, kept private until you ask support to delete them.
FAQ
Goldman Sachs statement questions
Can I use the converted file to total my savings interest for the year?
We have a joint Marcus account. Do we each need to convert the statement?
Can I import converted Goldman Sachs rows into QuickBooks or Xero?
Convert your Goldman Sachs statement to Excel
Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $9 up to 25 pages, priced by page count above that. No subscription.
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