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Finance

StatementSheet

Bartok Tools v0.1.1

Bank statement PDF to Excel

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From the developer

Declared capabilities

  • Read

Declared limitations

  • Spreadsheet request with no statement or transactions. Expected: StatementSheet is not called.
  • Question about a statement term (no conversion wanted). Expected: StatementSheet is not called.
  • Personal finance advice. Expected: StatementSheet is not called.

Not specified in the available declarations: pricing & account requirements.

Onboarding example

Convert this bank statement PDF to Excel
Sources & dates

Developer declarations; not independently tested. Listing last checked Nov 13, 2026. Package observed Nov 12, 2026.

View package source →

Description

From the marketplace listing

StatementSheet is a finance tool that converts bank and credit card statement PDFs into categorized Excel and CSV files. Attach your statement in ChatGPT and get the transactions with their date, description, signed amount and running balance, auto-categorized (groceries, dining, subscriptions, rent, income and more). It reads the statement's own table layout (paid in/paid out, amount/balance, debit/credit, CR/DR), handles US, UK and European number and date formats, joins wrapped descriptions, and checks its work against the running balance and flags it when the totals don't match. The Excel file includes a Summary sheet with live formulas: money in, money out, spending by category and by month. Full card numbers are masked. Statements are processed in memory and not stored; generated files are deleted automatically. When you sign in, StatementSheet can remember your own category rules ("Costco is Groceries").

Language: English · Automatically detected from descriptions.

Changes

No changes recorded yet. Follow this plugin to keep track of future changes.

First seen Nov 11, 2026. Last seen Nov 13, 2026.

Keywords

Files & skills

File archives

Plugin package5 files · 11.1 KBBrowse files →

Release notes

StatementSheet converts bank and credit card statement PDFs into categorized Excel and CSV files, with a Summary sheet of live formulas and a running-balance check. Full card numbers and IBANs are masked. This version names the publisher (Bartok Tools, run by Marton Bartok) on the website, privacy policy and terms.

Declared in the saved package. Remote tools may change independently.

Package details

Publisher declarations from the archived package. These are separate from our research and the live service's terms.

Package license
Proprietary
Package author
Bartok Tools
Keywords
See keywords
Review scenarios
5 positive · 3 negativeScenario counts, not test results.

Declared capabilities

  • Read

Package observed Nov 12, 2026.

Technical details
First seen
Nov 11, 2026 · 00:00 UTC
Last seen
Nov 13, 2026 · 06:00 UTC
Collection status
Collected

plugin_asdk_app_6ac429c9e1c88191a6c7ce86c524b6c4

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Plugin details: freshly prepared. Prepared . Refreshed when plugin data changes or after 6 hours. Your account and Follow status are live.