Marcus + Clear Books: Bridge the Gap
Need to get your Marcus by Goldman Sachs bank statement into Clear Books? Marcus uses MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Marcus for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Marcus savings and checking statements include APY calculations and interest details. BankScan AI extracts transaction data and interest accrual information.
How It Works
Upload your Marcus PDF
Drag and drop your Marcus statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Clear Books
Our AI parses Marcus's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Marcus to Clear Books Features
- Marcus optimised — Trained on Marcus's savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary with MM/DD/YYYY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Marcus Data into Clear Books
After converting your Marcus statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Marcus into Clear Books Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Marcus to Clear Books Free