Marcus by Goldman Sachs PDF to CSV, Excel & QBO

Looking to convert a Marcus by Goldman Sachs statement to CSV, Excel, or QBO? Marcus is the online savings brand of Goldman Sachs Bank USA, offering an Online Savings Account and CDs. We could not find a transaction export in any format on Marcus, only PDF statements, and since February 2026 Marcus is no longer available in Quicken. This guide covers how to convert your Marcus PDF statements into spreadsheet or accounting-ready format.

Can You Download CSV Directly from Marcus?

Not that we could find. The Marcus help pages list downloading and printing statements and tax forms, and they mention no transaction export in any format. Since February 2026 there is also no Quicken connection.

Here's what that means in practice:

• No CSV export that we could find: Unlike Chase, Ally, or Capital One, Marcus does not list an option to download transactions as a CSV or spreadsheet file.
• No Quicken connection: In February 2026 Quicken confirmed that Marcus is no longer available in Quicken or Simplifi, at the bank's decision, and advised users to enter transactions manually.
• No QFX or OFX download that we could find: Many banks offer QFX or OFX files for manual import into financial software. We found no such option on Marcus.
• PDF statements: What Marcus does provide is a monthly PDF statement, available under Documents once you log in.

This means if you need your Marcus transaction data in a spreadsheet for tax preparation, bookkeeping, interest tracking, or importing into accounting software, you'll need to convert the PDF statement yourself.

Marcus Statement Formats and Quirks

Marcus by Goldman Sachs offers a focused product lineup compared to traditional banks. Understanding the statement formats for each product helps you know what to expect when converting.

Key things to know: Marcus statements are relatively simple compared to traditional checking or credit card statements. The primary transaction types are transfers in and out and interest credits. Interest is compounded daily and credited monthly, and each monthly statement shows Interest Paid and Annual Percentage Yield Earned. Those interest figures matter for tax reporting and financial planning.

Marcus issues statements monthly and lists them as PDFs in the Documents section of your online account. Each statement covers the previous month's activity. For anything older than what is listed there, contact Marcus. For a shorter overview, see our Marcus statement converter page.

Convert Marcus PDF to CSV with CapyParse (Step-by-Step)

Here's how to convert any Marcus by Goldman Sachs statement PDF into a clean CSV, Excel, or QBO file using CapyParse:

Marcus Savings and CD Accounts

CapyParse handles statements from the current Marcus deposit products. All of them are provided by Goldman Sachs Bank USA. Here's what to expect with each product:

Online Savings Account

The Marcus Online Savings Account is the bank's main product. Statements typically include transfers to and from your linked external bank and a monthly interest credit. CapyParse extracts each transaction with its date, description, and amount. That gives you a clean spreadsheet for tracking interest income or reconciling your accounts.

Certificates of Deposit (CDs)

Marcus offers several CD types: High-Yield CDs, No-Penalty CDs, and Rate Bump CDs. A No-Penalty CD lets you withdraw beginning seven days after funding. It must be the full balance, since partial withdrawals are not allowed. High-Yield CDs charge a penalty for early withdrawal. CD statements are typically short, mostly the opening deposit and monthly interest credits, and CapyParse captures those rows the same way it does for savings.

Discontinued Products: Personal Loans, GM Card, and Marcus Invest

Marcus previously offered personal loans, the GM Rewards credit card, and Marcus Invest. New personal loans stopped in January 2023, and loan servicing moved to Systems & Services Technologies (SST) in December 2023. The GM card moved to Barclays in August 2025. Marcus Invest accounts were sold to Betterment in 2024. If you still have historical PDF statements from the loan or the card, CapyParse can convert those as well. Apple Card and Apple Savings are separate Goldman Sachs products with their own statements, not Marcus statements.

Import Into QuickBooks, Excel, or Google Sheets

QuickBooks

If you do not have a working bank feed for Marcus in QuickBooks, converting your PDF statement to QBO format is a reliable route. Export your Marcus statement as a QBO file from CapyParse and import it into QuickBooks via Banking > Upload transactions. The transactions land in your bank register ready for review and reconciliation. For a detailed walkthrough, see our guide on importing bank statements into QuickBooks.

Excel and Google Sheets

The CSV export from CapyParse opens directly in Excel or Google Sheets. All transaction fields (date, description, amount) appear in separate columns, ready for sorting, filtering, pivot tables, or custom formulas. This is particularly useful for tracking interest income across multiple Marcus accounts or building a savings growth analysis. For a step-by-step guide on importing into Google Sheets, see our Google Sheets import guide.

Need to convert QBO or OFX files instead? Check out our QBO to CSV conversion guide.

Tips for Marcus Conversions

Frequently Asked Questions

Related Articles