NAB PDF to Excel & CSV
NAB Classic Banking, iSaver and business statements convert to spreadsheet-ready Excel or CSV in seconds. PivotBank parses the PDF on your device, verifies the running balance, and categorises every transaction automatically.
No sign-up required · free preview · unlock the full statement for $2.99
How to download your NAB statement as PDF
Log in to NAB Internet Banking or the NAB app
Open "Statements" from the account menu
Choose the statement period and download the PDF
Drop the PDF onto PivotBank and download Excel, CSV or JSON
What's supported for NAB
- NAB Classic Banking and iSaver statements supported
- NAB business transaction accounts and credit cards parse cleanly
- Extracts date, particulars, debits, credits and balance
- Long statements (12+ months) parse in one pass
- Subscription and recurring payment detection built in
- Output imports into Xero, MYOB, QuickBooks and Excel
Privacy first
Unlike other converters, PivotBank opens your NAB statement on your device. The file is never uploaded, and only the transaction lines can ever be sent, with your name, address, account number, IBAN and sort code stripped out first.
We never see your PDF. The only data we store is the extracted transactions of statements you explicitly choose to unlock and save to your account, which you can delete anytime.
Every format a NAB statement converts to
NAB statement to Excel and Google Sheets (XLSX)
Formatted columns, a summary sheet, and totals you can check by eye.
NAB statement to any spreadsheet or accounting tool (CSV)
The universal import format, accepted by every accounting tool.
NAB statement to QuickBooks Online (QBO)
QuickBooks' own dialect, so no column mapping on import.
NAB statement to Xero, Sage and FreeAgent (OFX)
Typed transactions and duplicate-safe IDs, imported with no setup.
NAB statement to Quicken and QuickBooks Desktop (QIF)
The format the desktop ledgers have always read.
NAB statement to your own scripts and pipelines (JSON)
Every transaction categorised, with the balance check included.
NAB conversion questions
Which NAB statements convert?
Personal transaction and savings accounts, NAB credit cards, and business account statements in current NAB PDF layouts.
Is this useful for tax time?
Very. Categorised CSV or Excel output makes deductions, BAS and reconciliation far quicker than working from the PDF.
What happens to my PDF?
The PDF is opened in your browser and never uploaded. Only the transaction lines are sent to be read, with your name, address and account number removed first. The rows read from it are kept on your statement page until you delete them.
How much does converting a NAB statement cost?
Every statement shows its first 5 rows free, with no sign-up, checked against the balance. A one-time $2.99 unlocks the full statement and every export, or Pro at $14/month covers unlimited statements.
Convert your NAB statement now
Free to try. No sign-up required. Preview any statement free; unlock the whole statement for a one-time $2.99.
Guides for this workflow
- Tax Season2 min read
Tax Season Prep: Processing Bank Statements for Multiple Clients
A workflow for accountants handling stacks of client bank statements in January and April: batch conversion, verification, and privacy that scales.
- Developer2 min read
Bank Statement Converter API: Automating Financial Data Extraction
Turn bank statement PDFs into structured JSON programmatically with the PivotBank API: endpoints, output schema, and integration patterns for lenders and platforms.
- Guide4 min read
How Far Back Can You Export Bank Transactions? CSV Limits by Bank (2026)
Most banks only let you export CSV for the last 90 days to 18 months. The commonly reported export windows for Barclays, HSBC, Lloyds, Chase and more, and how to get older transactions out of PDF statements.