Copilot Money CSV converter

Bank statement to Copilot Money CSV

Upload any bank statement PDF. Get a Copilot Money-compatible CSV with Date, Name, Amount, Category — ready for Copilot's column mapper.

Drop your bank statement here
or click to browse — PDF, JPG or PNG
✓ Free · No account needed✓ File deleted after scan
Encrypted in transit
File deleted after scan
No signup required

How it works

Three clicks from PDF to Copilot Money

1

Upload your bank statement

PDF, JPG, or PNG. Any bank worldwide. Up to 10MB per file.

2

Download the Copilot CSV

AI reads every transaction and outputs a file with the columns Copilot's importer recognizes: Date, Name, Amount, Category, Note.

3

Import in Copilot Money

Open Copilot on desktop → go to the account → add transactions from CSV → map columns as needed → done.

Why this matters

A clean CSV that Copilot Money accepts the first time

1

Matches Copilot's column mapper

Date, Name, Amount, Category, Note — the exact fields Copilot's import flow surfaces. Little to no mapping needed.

2

Signed amount format

Copilot expects expenses as negative values. Our export follows that convention out of the box.

3

Backfill older history

Perfect for filling history that Copilot's direct bank sync didn't pull — most Plaid syncs only reach 90 days back.

4

Works with scanned PDFs

If your statement is a scan or photo, AI OCR reads it. No manual retyping required.

More than just categories

Real financial clarity from your bank statement.

Subscription tracker

Find the charges you forgot about

AI scans every transaction and flags recurring payments, including charges you may not recognize at first glance.

  • Detects monthly, annual, and weekly charges
  • Shows your true monthly subscription cost
  • Spots free trial conversions before they auto-renew

Recurring · $564/yr

N
Netflix$15.99
S
Spotify Premium$10.99
C
ChatGPT Plus$20.00
3 recurring$47/mo

AI Insights

Your finances, explained by AI

Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.

  • Highlights unusual spending spikes
  • Tracks month-over-month trends
  • Summarizes financial health in plain English

Your grocery spending is 12% higher than last month. Consider meal planning to stay on budget.

You saved 25.6% of your income — above the recommended 20%. Great job!

Transportation costs dropped $45 from January. The new bus pass is paying off.

You have 5 active subscriptions totaling $84.96/mo. Review if all are still needed.

AI-generated insights

Smart recommendations

Not generic tips — your tips

Every recommendation is based on your actual transactions. See the pattern behind the suggestion and its estimated monthly impact, not vague budgeting advice.

  • Ranks changes by potential monthly impact
  • Names the transaction pattern behind each tip
  • Gives you a concrete next action to review

Potential monthly savings

$227/mo

$
Reduce dining out frequency$180
$
Bundle streaming services$12
$
Switch to cheaper gas$35

Analyze your own statement

Upload a PDF, get your full report in 30 seconds.

Upload My Statement →View Sample Report

Statement analyzer pricing

Pro

$19/ month

For heavy files and repeat work

  • 200 PDF pages per month
  • Unlimited visible transactions per report
  • Subscription and recurring charge detection
  • Priority support
Most popular

Business

$49/ month

For lenders, accountants, and teams processing at volume

  • 500 PDF pages per month, then $0.08/page
  • REST API access with your own keys
  • Unlimited visible transactions per report
  • Priority support
Your file stays privateSecure checkoutCancel subscriptions anytime

FAQ

Copilot Money CSV converter —
questions & answers

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