Marcus + KashFlow: Bridge the Gap
Need to get your Marcus by Goldman Sachs bank statement into KashFlow? 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, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.
How BankScan AI Converts Marcus for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses Marcus's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Import Tip
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
Marcus to KashFlow 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
- KashFlow formatted — Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Marcus Data into KashFlow
After converting your Marcus statement with BankScan AI:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import Marcus into KashFlow Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Marcus to KashFlow Free