How to export a Westpac bank statement as CSV for your BAS
Westpac Online Banking exports transactions by date range from the account screen, with CSV alongside a few formats for older accounting packages. The app offers an export on most accounts and monthly PDF statements on all of them.
Steps checked 17 September 2026. Menu names change; if the label differs, look for Export, Download or Statements.
In Westpac Online Banking (browser)
- 1Log in to Westpac Online Banking, go to Accounts and open the account.
- 2Above the transaction list, look for Export transactions (sometimes under a Manage or More menu).
- 3Set the date range and pick CSV from the format list. The other formats are for accounting packages; CSV is the one you want.
- 4Download the file.
In the Westpac app
- 1Open the Westpac app and tap the account.
- 2Open the transactions options and look for Export or Download.
- 3Choose the date range and CSV, then save or share the file.
- 4If the export option is missing on your account, monthly PDF statements are under Statements.
Menu names change; if the label differs, look for Export, Download or Statements.
Which format to pick
Choose CSV when it is offered. Westpac also provides QIF, OFX 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 Westpac statement safer than connecting a bank feed?
It avoids sharing your Westpac 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 Westpac 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.