Convert Marcus statements to Excel.
Checked to the cent.

1. 1Sign in at marcus.com and open the Online Savings Account or CD from the account list.
2. 2Select "Statements" from the account menu; some views label the area "Statements & Documents".
3. 3Choose the statement month and click to open the PDF.
4. 4Save the file from the viewer using the download control.
5. 5Marcus app: tap the account, then "Statements" or "Documents", pick the month and save the PDF through the share sheet.

Then drop the file above. Several months at once is fine; a year comes back as one workbook with a sheet per month.

Marcus statement PDFs are not encrypted. The file opens without a password once saved, so there is nothing to strip before uploading.

A short savings statement issued by Goldman Sachs Bank USA: an account summary, then a dated list of transfers in and out plus a monthly interest credit, with the closing balance in the summary.

Marcus is a brand of Goldman Sachs Bank USA and the statement header says so, which is the bank name your software should carry. Statements run on a calendar month, are almost always one or two pages, and open with an account summary showing the beginning balance, deposits, withdrawals, interest paid and ending balance, followed by a dated transaction list. Because there is no debit card or check writing, every row is an ACH transfer, a wire or an interest credit, and descriptions typically show the external institution and the last digits of the linked account. Dates print in full month/day/year form. Interest posts on the last day of the month and, in a quiet month, may be the only row. CDs receive their own statement with interest accrual and maturity events. How many months stay online varies and Marcus does not publish a figure, so save each PDF as it arrives if you are keeping records for tax or a lender.

• Most months hold fewer than ten rows, so a single misread transfer amount is a large share of the activity and the closing balance check exposes it at once.
• There is no debit card and no check writing, so every outgoing row is an ACH or wire; descriptions name the external bank rather than a merchant.
• CD sections list interest and maturity events only and rarely need converting at all.

None of this is bank-specific configuration. The balance check catches these cases for every bank; this list just explains what you will see on a Marcus file.

Marcus does not advertise a Quicken, QuickBooks or OFX download for its deposit accounts, and its help pages describe statements only as PDFs. If your login shows a transaction download it covers recent activity as a list and not a statement with balances; treat the availability as varying by account. That leaves the monthly PDF as the working record, which is less of a problem here than at a full-service bank: a savings account with a handful of transfers and one interest line each month converts in seconds, and the closing balance gives you the proof the export would not. For a customer with several CDs and savings accounts, one statement per account per month is the whole job.

1. 1A green Balanced badge when the printed opening balance plus money in minus money out equals the printed closing balance, row by row. Or a red one pointing at the first row that does not add up, with a one-click swap if debit and credit look reversed.
2. 2Click any misread cell, correct it, and the check re-runs before you download.
3. 3Download Excel, CSV, QuickBooks (.qbo), Xero CSV or Tally XML, whichever Excel imports best, with a suggested category on every row.

• Bank statement to Excel.xlsx · step-by-step import
• Bank statement to CSV.csv · step-by-step import
• Bank statement to QuickBooks (QBO).qbo · step-by-step import
• Bank statement to Xero.csv · step-by-step import
• Bank statement to Tally XML.xml · step-by-step import