Convert a Magnifi Financial statement to Google Sheets
Turn a Magnifi Financial statement PDF into a clean, reconciliation-ready Google Sheets import in under a minute — no template setup, including many credit union formats that template-based tools struggle with.
How to convert your Magnifi Financial statement
- Upload the PDF. Drag your Magnifi Financial statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download Google Sheets. Get a Google Sheets import that's ready for your books.
Why BankTidy handles Magnifi Financial statements that other tools miss
Magnifi Financial is a regional, member-owned credit union whose PDFs tend to export poorly into clean spreadsheets, leaving bookkeepers to untangle misaligned columns by hand. Members receive share savings and share-draft (checking) statements, and some carry credit-union-issued cards, so the activity you need to capture spans deposits, dividends, fees, and card charges. BankTidy reads the Magnifi Financial statement PDF as downloaded, without relying on a template specific to the institution, and reconciles every extracted transaction to the printed closing balance, turning an awkward export into a CSV, Excel, QuickBooks, or Xero file that is ready to reconcile.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my Magnifi Financial statement?
Yes. You upload a statement you already have — there's no Magnifi Financial login and no account linking. Files are processed only to produce your Google Sheets import and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my Magnifi Financial statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the Google Sheets output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many Magnifi Financial statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
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