Westpac PDF to Excel & CSV
Westpac Choice, eSaver and business statements convert to spreadsheet-ready files in seconds with PivotBank. The PDF is parsed on your device, transactions are categorised automatically, and the closing balance is verified before export.
No sign-up required · free preview · unlock the full statement for $2.99
How to get a Westpac statement as PDF
Sign in to Westpac Online Banking or the app
Open the account and select "Statements"
Choose the statement period and download the PDF
Drop it onto PivotBank and download your converted file
What's supported for Westpac
- Westpac Choice, eSaver and Life statements supported
- Business and credit card statements parse cleanly
- Extracts date, description, debit, credit and balance
- Multi-page statements convert as one continuous ledger
- OCR reads older scanned Westpac statements
- Exports XLSX, CSV or JSON for Xero, MYOB and Excel
Privacy first
Unlike other converters, PivotBank opens your Westpac 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 Westpac statement converts to
Westpac statement to Excel and Google Sheets (XLSX)
Formatted columns, a summary sheet, and totals you can check by eye.
Westpac statement to any spreadsheet or accounting tool (CSV)
The universal import format, accepted by every accounting tool.
Westpac statement to QuickBooks Online (QBO)
QuickBooks' own dialect, so no column mapping on import.
Westpac statement to Xero, Sage and FreeAgent (OFX)
Typed transactions and duplicate-safe IDs, imported with no setup.
Westpac statement to Quicken and QuickBooks Desktop (QIF)
The format the desktop ledgers have always read.
Westpac statement to your own scripts and pipelines (JSON)
Every transaction categorised, with the balance check included.
Westpac conversion questions
Which Westpac accounts are supported?
Personal transaction and savings accounts (Choice, eSaver, Life), Westpac credit cards, and business account statements.
How fast is the conversion?
A typical monthly statement parses in under three seconds; a year-long PDF takes a few seconds more.
Do you keep a copy of my statement?
Not of the PDF: it is opened in your browser and never uploaded. The rows read from it are kept on your statement page so you can download them again, until you delete them; a statement that is never unlocked is removed on its own.
How much does converting a Westpac 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 covers unlimited statements.
Convert your Westpac 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
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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.