CS/UBS (Switzerland) → Google Sheets
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
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Secure Financial Data Processing
CS/UBS in Switzerland GOOGLE_SHEETS Context
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV. Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements. The GOOGLE_SHEETS output uses CHF amounts in numeric format compatible with Bexio and Abacus.
How It Works
Download CS/UBS PDF
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
Upload to MintConvert
Drag and drop your Credit Suisse (UBS) PDF. All pages processed in one pass.
Download .CSV
Clean GOOGLE_SHEETS with CHF amounts ready for Bexio.
Why MintConvert
- CS/UBS parser Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
- CHF preserved Numeric CHF values no reformatting needed for Switzerland accounting software.
- Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
- Fiscal year aware Switzerland fiscal year: January 1 – December 31. Process any date range.
- Privacy first Credit Suisse (UBS) PDF processed in-memory only never stored.
- Instant download Under 30 seconds for most statements.
Frequently Asked Questions
How do I convert a Credit Suisse (UBS) (Switzerland) statement to GOOGLE_SHEETS?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload the PDF to MintConvert and download a clean GOOGLE_SHEETS file in under 30 seconds.
Is the CHF formatting preserved for Switzerland accounting software?
Yes CHF amounts are output as numeric values compatible with Bexio, Abacus, and other Switzerland accounting tools. Dates are normalised to YYYY-MM-DD.
Can I use this for Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import?
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
Does this work for Credit Suisse (UBS) Private Banking, Business accounts, and legacy CS accounts?
Yes all Credit Suisse (UBS) account types in Switzerland use the same PDF format and are fully supported.
What Switzerland fiscal year periods can I convert?
Switzerland fiscal year: January 1 – December 31. MintConvert processes any date range download your statement for the relevant period and convert it.