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Convert UBS bank statements to Google Sheets

UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported. Download a clean .csv file no signup required.

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Secure Financial Data Processing

UBS Statement Conversion

UBS bank statements are typically downloaded as PDF files from online banking portals. These PDFs contain transaction tables with dates, descriptions, debit and credit amounts, and balances. MintConvert extracts these transactions from $UBS statement PDFs and converts them into $GOOGLE_SHEETS format. The resulting file can be used for accounting, financial analysis, or importing into software like $Google Sheets.

Why .CSV for UBS Statements?

The .qbo file follows the OFX 1.6 standard. In QuickBooks: Banking → Import → Web Connect → select your .qbo file. UBS transactions land in your bank register immediately, ready for matching and reconciliation.

UBS PDF Format Notes

UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.

Example Output

DateDescriptionDebit (CHF)Credit (CHF)Balance
2024-03-15UBS ATM Withdrawal2,000.0048,500.00
2024-03-18Salary Credit75,000.001,23,500.00

How It Works

  1. Download UBS PDF

    Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF.

  2. Upload to MintConvert

    Drag and drop your UBS PDF. MintConvert auto-detects the format and processes all pages.

  3. Download .CSV

    Clean file in under 30 seconds Date, Description, Debit (CHF), Credit, Balance.

Why MintConvert

  • Zero setup UBS PDFs parsed automatically no template configuration.
  • CHF preserved All amounts stay in CHF as numeric values.
  • Multi-page All pages extracted into one GOOGLE_SHEETS file.
  • Privacy first PDF processed in-memory only deleted immediately after conversion.
  • Instant download Most UBS statements convert in under 30 seconds.
  • Switzerland context In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.

Frequently Asked Questions

How does the UBS Google Sheets output work?

One row per transaction Date, Description, Debit (CHF), Credit (CHF), and Balance. Upload the file to Google Drive → Right click → Open with Google Sheets. All dates and amounts will be automatically formatted for analysis.

How do I download my UBS statement as a PDF?

Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF.

Does MintConvert handle UBS's PDF format correctly?

UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.

How long does UBS PDF to GOOGLE_SHEETS conversion take?

Under 30 seconds for most UBS statements. Multi-month statements (100+ pages) may take up to 60 seconds.

Does this work for UBS Private Account, Business Account, and UBS Key4 accounts?

Yes MintConvert works with UBS Private Account, Business Account, and UBS Key4 accounts. The PDF format is consistent across account types.

Is CHF formatting preserved in the GOOGLE_SHEETS output?

Yes all CHF amounts output as numeric values (no currency symbols) so they import correctly into accounting software.

Is my UBS data safe?

Your UBS PDF is processed in-memory only never stored. Deleted immediately after conversion. Download link expires after 24 hours.

What if the UBS PDF is password-protected?

UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported.

Is this useful for Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import?

Yes In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.