Import an Excel bank statement: three banks directly, every other bank through CSV

Where Excel files are read

Excel import exists for three banks: Santander in Spain, and Monobank and PrivatBank in Ukraine. For these, upload the spreadsheet as you downloaded it. Do not edit it first, because the reader expects the bank's own layout. Bank-specific details are on the pages for [Santander](/es/santander), [Monobank](/uk/monobank) and [PrivatBank](/uk/privatbank).

Spreadsheets are free-form: a bank can put a logo, account details, merged cells or several tables on one sheet, and none of that is labeled. A reader has to be written for each bank's exact layout, which is why the list is short and why Excel from other banks is not guessed at.

Which route to take

Convert any other bank's Excel file to CSV

These steps are generic because every spreadsheet program words them a little differently.

1. 1

   Open the file in a spreadsheet program

   Use Excel, LibreOffice Calc or Google Sheets. Look at the sheet and note which column is the date, the description and the amount.

2. 2

   Tidy the top of the sheet

   Delete any rows above the column names, such as a bank title or account summary, so the header is the first row. Remove totals rows at the bottom if there are any.

3. 3

   Save or export as CSV

   Use Save As (or Download / Export) and choose CSV as the file type. If the file has several sheets, save the one with the transactions.

4. 4

   Upload the CSV and map the columns

   Upload the new file. On the mapping screen choose the date, description, amount (one signed column, or separate debit and credit) and currency, then save the mapping under a name. On the next upload you pick it from a list.

What you get after the import

Whichever route you take, the result is the same: transactions are categorized with rules you confirm once per merchant, and then shown as spending by category, monthly trends, budgets and recurring payments. Overlapping uploads are safe, because duplicates are matched on date, merchant, amount and currency and skipped.

One caution for the CSV route: a date such as 03/04/2026 can mean two different days, so set the date format explicitly if Auto gets it wrong. The full mapping walkthrough is in [the CSV import guide](/csv-import).