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UBS Savings AccountGoogle Sheets

Personal savings account statements the most common statement type. UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported.

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UBS Savings Account GOOGLE_SHEETS Notes

Personal savings account statements the most common statement type. Includes regular credits (salary, transfers) and debits (bills, ATM withdrawals, UPI payments). Savings account PDFs typically include interest credit entries at the end of each month or quarter. MintConvert includes these as standard credit rows.

Switzerland Context Savings Account

In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV. Primary use case for savings account holders: personal tax filing, monthly expense tracking, and mortgage application income proof. Compatible with Bexio and Abacus.

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 Savings PDF

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

  2. Upload to MintConvert

    Drag and drop your UBS Savings Account PDF. All pages processed in one pass.

  3. Download .CSV

    Clean GOOGLE_SHEETS in under 30 seconds CHF amounts preserved, dates normalised.

Why MintConvert

  • Savings account support Savings account PDFs typically include interest credit entries at the end of each month or quarter. MintConvert includes these as standard credit rows.
  • CHF preserved All CHF amounts output as numeric values for Bexio import.
  • personal tax filing 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.
  • Privacy first UBS PDF processed in-memory only never stored.
  • Instant download Under 30 seconds for most statements.

Frequently Asked Questions

How do I convert a UBS Savings Account statement to GOOGLE_SHEETS?

Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF. Then upload the PDF to MintConvert. Savings account PDFs typically include interest credit entries at the end of each month or quarter. MintConvert includes these as standard credit rows. Download your clean GOOGLE_SHEETS file in under 30 seconds.

What is the UBS Savings Account GOOGLE_SHEETS output used for?

personal tax filing, monthly expense tracking, and mortgage application income proof. The GOOGLE_SHEETS output includes Date, Description, Debit (CHF), Credit (CHF), and Balance columns ready for Google Sheets import.

Are CHF amounts preserved in the GOOGLE_SHEETS output for Savings Accounts?

Yes all CHF amounts from your UBS Savings Account statement are output as numeric values, preserving the exact figures from the original PDF.

Does MintConvert handle the unique format of UBS Savings Account statements?

UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default. Savings account PDFs typically include interest credit entries at the end of each month or quarter. MintConvert includes these as standard credit rows.

What is the Switzerland fiscal year for Savings Account reconciliation?

Switzerland fiscal year: January 1 – December 31. In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.

Which accounting software is compatible with the UBS Savings Account GOOGLE_SHEETS output?

The GOOGLE_SHEETS output is compatible with Bexio, Abacus, Banana Accounting, Run my Accounts. Upload the file to Google Drive → Right click → Open with Google Sheets. All dates and amounts will be automatically formatted for analysis.

Other UBS Account Types