Marcus + FreeAgent: Bridge the Gap
Need to get your Marcus by Goldman Sachs bank statement into FreeAgent? 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 / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts Marcus for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. 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 FreeAgent
Our AI parses Marcus's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
Marcus to FreeAgent 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
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Marcus Data into FreeAgent
After converting your Marcus statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import Marcus into FreeAgent Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Marcus to FreeAgent Free