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Convert Westpac statements to Excel or CSV

Westpac's transaction export usually works only in Online Banking on a computer, not the app, and the history it reaches is limited. Statements go back about seven years as PDF eStatements under Overview, then Statements. Upload those PDFs to BankConv to get Excel, CSV or Google Sheets, with debits and credits in separate columns and day-first dates to watch.

Updated

Download your Westpac eStatement

  1. 1.Sign in to Westpac Online Banking (westpac.com.au) on a computer.
  2. 2.Go to Overview, then Statements.
  3. 3.Choose the account under Active accounts (or Closed accounts), set a date range and select Search.
  4. 4.Select Download PDF for each statement.

Do you need to convert at all?

Westpac Online Banking on a computer usually has a transaction export, with CSV and formats for accounting and money software such as OFX, QIF and QBO.

The export is usually desktop-only, not in the Westpac app, and the history it reaches is limited. Statements, up to about 7 years back, are PDF only.

Westpac export formats: CSV, OFX, QIF, QBO

What to know about Westpac PDFs

Day-first dates
Dates print day first (for example 03/03/26). Excel set to US format may read 03/04 as 4 March, or leave the cell as text. Set the import to DD/MM/YY before you open the CSV.
Debit and credit columns, no signs
Money out sits under Debit and money in under Credit, both as positive numbers. Keep the two columns, or make one signed Amount column (credit minus debit) for software that needs it.
Opening and closing balance lines
The transaction table usually starts with an opening balance line and ends with a closing balance. Exclude them when you sum debits and credits, then use them to check the totals.

Converting Westpac eStatements

Westpac eStatements are usually text-based PDFs, which means each transaction lands on its own row. Use them for periods the transaction export doesn’t reach, or when an accountant wants full statements for a financial year.

  1. Download the PDF eStatements from Overview, then Statements.
  2. Upload them to BankConv.
  3. Check the rows, then export Excel, CSV or Google Sheets.
A Westpac eStatement converted, with debits and credits kept separate.

Export or PDF: which to use

The export is quicker for recent activity. The PDF is the only option for older periods, and it carries the opening and closing balances you need to check your work.

Need Use
Last few months, into accounting software Online Banking transaction export
A full financial year or older months PDF eStatements, converted
Proof for a lender or accountant PDF eStatements

What to check

  • Sum Debit and Credit, excluding the balance lines, and compare with the statement.
  • Confirm the last row’s balance equals the closing balance.
  • Check that dates came through day first.

For Xero, see importing a bank statement into Xero. Other banks are on the Australian banks page.

How to convert a Westpac bank statement to Excel or CSVVideo coming soon · 1:15

Sources: Westpac: eStatements · Westpac: export files

Product screenshotBankConv results page after converting a Westpac statement (anonymised): rows table, format switch and export button.
A Westpac eStatement converted in BankConv

Columns you get

DateTransaction DescriptionDebitCreditBalance
03/03/26EFTPOS BUNNINGS 4021 PENRITH126.804,873.20
04/03/26DEPOSIT ONLINE 2290481 SMITH J INV 2210980.005,853.20
06/03/26WITHDRAWAL ONLINE 1182734 BPAY AGL212.455,640.75
09/03/26DEBIT CARD PURCHASE XERO AUSTRALIA75.005,565.75

Sample rows in Westpac's layout, fictional data. First 5 pages free to check.

  • Deleted after 24 hours

    Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.

  • Read only to extract transactions

    Your statement is read (with OCR for scans) to pull out the transaction rows you download.

  • Encrypted in transit

    Uploads and downloads use HTTPS (TLS).

  • Passwords never stored

    The password of a protected PDF is used once to open the file.

  • No bank login

    BankConv works from the PDF you download, never from a connection to your bank.

How we handle your data

Westpac statement questions

Can I export Westpac transactions to CSV?

Usually yes, from Westpac Online Banking on a computer, for a date range within the export's history limit. For older months, convert the PDF eStatements in BankConv.

How far back can I get Westpac statements?

Westpac says Online Banking shows up to 7 years of statement history, including some closed accounts. Download each PDF and upload up to 10 at a time.

Can I convert a Westpac statement in the app?

You can download the PDF from the Westpac app or Online Banking and upload it to BankConv in your browser.

Other Australia banks

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