Marcus + Sage: Bridge the Gap
Need to get your Marcus by Goldman Sachs bank statement into Sage? 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, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts Marcus for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. 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 Sage
Our AI parses Marcus's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
Marcus to Sage 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
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Marcus Data into Sage
After converting your Marcus statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import Marcus into Sage Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Marcus to Sage Free