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 one of the most popular online savings platforms in the US, known for competitive APY rates and no-fee CDs. But Marcus offers no native CSV download, no QFX export, and as of early 2026, no Quicken or QuickBooks integration at all. This guide covers every method for converting your Marcus PDF statements into spreadsheet or accounting-ready format.

Can You Download CSV Directly from Marcus?

No. Marcus by Goldman Sachs does not provide any built-in transaction export feature. There is no CSV download, no QFX file, and no direct connection to accounting software like QuickBooks or Quicken.

Here's what you're missing compared to most other banks:

• No CSV export: Unlike Chase, Ally, or Capital One, Marcus has no option to download transactions as a CSV or spreadsheet file.
• No Quicken or QuickBooks integration: As of February 2026, Marcus dropped direct connect support for Quicken entirely. There is no automatic bank feed for QuickBooks either.
• No QFX or OFX download: Many banks offer QFX or OFX files for manual import into financial software. Marcus does not.
• PDF statements only: The only export Marcus provides is a monthly PDF statement, accessible from the Documents section of your online account or mobile app.

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 ACH transfers in and out, interest credits, and occasional fee adjustments. Because Marcus is an online-only bank focused on savings products, statements tend to have fewer transactions per page, but the interest detail and APY information are important for tax reporting and financial planning.

Marcus provides monthly PDF statements through the Documents section of your online account. Statements are typically retained for up to 7 years for active accounts, consistent with standard banking regulations.

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 all Marcus by Goldman Sachs account types. Here's what to expect with each product:

High-Yield Savings

Marcus High-Yield Savings is the bank's flagship product, consistently offering one of the highest APYs among online savings accounts. Statements typically include ACH deposits and withdrawals (transfers to and from your linked external bank), monthly interest credits, and occasional adjustments. CapyParse extracts each transaction with its date, description, amount, and running balance -giving you a clean spreadsheet you can use for tracking interest income or reconciling your accounts.

Certificates of Deposit (CDs)

Marcus offers several CD types: standard CDs, No-Penalty CDs (which let you withdraw your full balance without fees after the first six days), and Rate Bump CDs (which let you request a one-time rate increase if Marcus raises its CD rate during your term). CD statements are typically very simple, containing just interest credits and maturity events. CapyParse correctly captures interest accruals and any early withdrawal or maturity transactions.

Discontinued Products: Personal Loans and GM Card

Marcus previously offered no-fee personal loans (discontinued for new applicants in January 2023) and the GM Rewards credit card. If you still have historical statements from either of these products, CapyParse can convert those PDFs as well. The personal loan statements include payment amounts, principal/interest breakdowns, and remaining balance. The GM card statements follow a standard credit card format with purchases, payments, and interest charges.

Import Into QuickBooks, Excel, or Google Sheets

QuickBooks

Since Marcus offers no direct bank feed for QuickBooks, converting your PDF statement to QBO format is the best workaround. Export your Marcus statement as a QBO file from CapyParse and import it into QuickBooks via Banking > Upload transactions. This gives you the same result as a direct bank connection, with categorized transactions ready for 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, balance) 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.

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