How to export a NAB bank statement as CSV for your BAS
NAB Internet Banking puts the export on the Transaction history screen: filter the dates, then Export and choose CSV. The NAB app can export transactions as well, and PDF statements sit under Statements.
Steps checked 17 September 2026. Menu names change; if the label differs, look for Export, Download or Statements.
In NAB Internet Banking (browser)
- 1Log in to NAB Internet Banking and open the account.
- 2Go to Transaction history and set the date range with the filter.
- 3Use Export at the top of the list and choose CSV (OFX and QIF are also offered).
- 4Download the file.
In the NAB app
- 1Open the NAB app and tap the account.
- 2Tap the transactions options and look for Export transactions or Download.
- 3Choose the date range and CSV, then save or share the file.
- 4PDF statements are under Statements if you need those instead.
Menu names change; if the label differs, look for Export, Download or Statements.
Which format to pick
Choose CSV when it is offered. NAB also provides OFX, QIF and PDF statements; the PDF statements are fine for FlowFi, while OFX and QIF are for other accounting packages and are not needed.
Which dates to pick
Export the whole BAS quarter in one file (1 July to 30 September, 1 October to 31 December, 1 January to 31 March, or 1 April to 30 June) so nothing falls between two exports. For a first upload, start from 1 July so your year-to-date figures are complete. Not sure which quarter you are in? See the BAS due dates.
After you export
Open the file once and check it has a date, a description and an amount for every line, and that it covers the whole period. Then upload it to FlowFi and your quarter is categorised in two minutes: every transaction gets a category and a confidence score, you review only the uncertain ones, GST is flagged per line, likely deductions are marked, and the BAS labels are prepared for you to copy into ATO Online.
Got the file? Upload it and see the quarter sorted
Then upload it to FlowFi and your quarter is categorised in two minutes, with GST flagged and every BAS label ready to copy.
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Frequently asked questions
Is exporting a NAB statement safer than connecting a bank feed?
It avoids sharing your NAB login or granting ongoing access to the account. FlowFi never asks for bank credentials and never touches your money; you export the file yourself and upload it. The trade-off is a minute or two per account each month or quarter.
What if NAB only gives me a PDF statement?
Upload the PDF. FlowFi reads the transaction table out of PDF statements. CSV is preferred because every line is a clean row, but a monthly PDF statement works, and you can upload all three months of a quarter together.
How far back should I export?
For a first upload, go back to 1 July so your year-to-date income, GST and deductions are complete. After that, export each quarter as it ends, or each month if you like to keep on top of it.