Export your bank statement as CSV, bank by bank
Uploading a statement is the safest way to get transactions into bookkeeping software: no bank login is shared and nothing has access to your money. The export takes a minute once you know where the button is. Pick your bank for the steps in internet banking and in the app, the formats on offer, and the date range to choose for a BAS quarter.
Menu names change; if the label differs, look for Export, Download or Statements.
Commonwealth Bank (CBA)
NetBank and the CommBank app
Formats: CSV, OFX, QIF, PDF statements.
Export stepsWestpac
Westpac Online Banking and the Westpac app
Formats: CSV, QIF, OFX, PDF statements.
Export stepsNAB
NAB Internet Banking and the NAB app
Formats: CSV, OFX, QIF, PDF statements.
Export stepsANZ
ANZ Internet Banking and the ANZ app and ANZ Plus
Formats: CSV, OFX, QIF, PDF statements.
Export stepsMacquarie Bank
Macquarie Online Banking and the Macquarie app
Formats: CSV, OFX, QIF, PDF statements.
Export stepsBendigo Bank
Bendigo e-banking and the Bendigo Bank app
Formats: CSV, PDF statements.
Export stepsING
ING online banking and the ING app
Formats: CSV, OFX, QIF, PDF statements.
Export stepsUp
Up app (app only)
Formats: CSV, PDF statements.
Export stepsSuncorp Bank
Suncorp Internet Banking and the Suncorp Bank app
Formats: CSV, PDF statements.
Export stepsBank of Melbourne
Bank of Melbourne Internet Banking and the Bank of Melbourne app
Formats: CSV, PDF statements.
Export stepsBankSA
BankSA Internet Banking and the BankSA app
Formats: CSV, PDF statements.
Export stepsSt.George
St.George Internet Banking and the St.George app
Formats: CSV, PDF statements.
Export stepsHSBC Australia
HSBC Online Banking and the HSBC Australia app
Formats: CSV, PDF statements.
Export stepsBankwest
Bankwest Online Banking and the Bankwest app
Formats: CSV, OFX, QIF, PDF statements.
Export stepsBeyond Bank
Beyond Bank Internet Banking and the Beyond Bank app
Formats: CSV, PDF statements.
Export stepsCSV or PDF?
CSV is best because every transaction is one clean row. PDF statements also work with FlowFi, which reads the transaction table out of the PDF, so if your bank or app only offers monthly statements, upload those. OFX and QIF are for other accounting packages and are not needed.
Which dates?
Export the whole BAS quarter in one file so nothing falls between two exports. For a first upload go back to 1 July so your year-to-date figures are complete. The BAS due dates page shows which quarter you are in and when it is due.
Got the file? Upload it and see the quarter sorted
Then upload it to FlowFi and your quarter is categorised in two minutes: GST flagged, deductions marked, and every BAS label ready to copy into ATO Online. Pro is $29 a month or $290 a year, with a 14-day free trial and no card needed.
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