Convert statements to excel.
Westpac Statement Converter
Statements can be requested through the Westpac app or via the Net Banking website.
You can convert your Westpac PDF statements to excel on this page. These are some of the more frequently processed layouts for Westpac.
See the following guide for how to download your PDF statements.
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Westpac statements contain the year in the dates, this means that the formatted CSV output can be imported directly in accounting software like Xero, Quickbooks and MYOB.
Table headers are not always displayed on each page of the bank statement. This means that headers from previous pages are used to evaluate potential matches. This complicates filtering other data in the bank statements such as notices and advertisements, its important to verify the output to ensure no extra information was merged into transaction descriptions.
Westpac statements have different layouts and transaction data for different types of accounts. For example the Westpac Business One Plus accounts contain Date Transaction Description, Debit, Credit and Balance where as the Westpac Business Cash Reserve statement contains Date, Description, Withdrawal and Deposit.
Section 286 of the Corporations Act requires financial records to be kept for at least seven years after the transactions covered by the records are complete.
As a result Australian Banks and Credit Unions provide 7 years of bank statements for download as PDF but only 2 years of data through Open Banking.
Need Help?
Getting Westpac statements into excel is a common task. For any questions please reach out.