NAB Bank Statement Converter: Convert PDF to Excel and CSV

Upload a NAB PDF statement and download a clean Excel (.xlsx) or CSV file with dates, descriptions, debits, credits and the running balance in separate columns, ready for Excel, Xero, MYOB or QuickBooks.

Excel and CSV output
OCR for scanned PDFs
Encrypted in transit and at rest
Free to start, no credit card

PDF, JPG, PNG, BMP, HEIC, TIFF, MT940

Upload your bank statement

Extract:
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Why convert NAB statements to a spreadsheet

NAB, the National Australia Bank, gives you more room than most banks before you hit a wall: NAB Internet Banking shows up to two years (731 days) of transactions and exports them as a spreadsheet or QIF file. That two-year cap is still the wall. A home loan application, an ATO review, a catch-up bookkeeping job, or a dispute over an old charge routinely needs history the export cannot reach, and NAB's answer for those periods is the PDF statement, kept online for up to seven years. The PDF is also what a lender or auditor actually accepts, because it carries the opening and closing balances the raw activity export drops. This converter takes that NAB statement PDF and reads it back into clean rows you can sort, total and reconcile, exactly like the bank statement converter does for statements from any bank.

Complete, in order, reconciled

Rows come out in statement order with the running balance kept, so the export ties out to the closing balance printed on the NAB statement.

Reads the official document

Works from the NAB statement PDF itself, the record lenders and the ATO accept, not a live feed that changes and forgets.

Scans and email copies too

Built-in OCR reads scanned, photographed or emailed NAB statements, so the copy a client forwards converts as cleanly as the original download.

How to convert a NAB statement to Excel

Four steps from PDF to spreadsheet.

1

Get the PDF

In NAB Internet Banking or the NAB app, open the account, go to Statements, and download the period you need as a PDF.

2

Upload it here

Drop the file into the converter at the top of this page. Multi-page and scanned statements are fine.

3

Review the rows

The statement is read into a transaction table. Check the preview and pick your output columns.

4

Download the file

Export Excel (.xlsx) for analysis or CSV for a clean import into Xero, MYOB or QuickBooks.

NAB's transaction export vs converting the PDF

NAB's built-in export is one of the better ones among the big four, and for recent activity it is the right tool. The gaps show up when the job involves older history or the official statement. Side by side:

What you need NAB Internet Banking export Convert the statement PDF here
History range Up to two years (731 days) of transactions, viewed or exported. Any period a statement exists for, with PDFs kept up to seven years.
Formats Spreadsheet, QIF or PDF of the filtered list. Excel (.xlsx) or CSV with consistent columns from the official statement.
Official record A filtered activity list, not the statement a lender or the ATO asks for. Built from the statement itself, opening and closing balances intact.
Older or closed accounts Beyond the archive, copies go through a branch or NAB phone support, sometimes with a fee. Whatever PDF you obtain, current, archived or requested, converts the same way.
Access needed You must be signed in to NAB Internet Banking on that account. None. A NAB PDF someone emailed you converts without any bank login.

Who uses the NAB converter

Bookkeepers and accountants

Convert the NAB PDFs clients forward into Xero-ready or MYOB-ready files without needing their banking access.

Small businesses and sole traders

Pull a full year of NAB Classic Banking or business account activity into Excel for BAS, GST and tax time.

Brokers and loan applicants

Turn the statements a lender requests into structured data that shows income, spending and balances clearly.

Finance and audit teams

Get official NAB statements into spreadsheets for reconciliations, reviews and due diligence.

Built for real NAB statements

NAB Classic Banking everyday accounts, iSaver and Reward Saver savings, business transaction accounts, and NAB credit cards such as the Low Rate and Qantas Rewards cards all convert with the detail kept intact.

  • Card purchases, EFTPOS, refunds and ATM withdrawals
  • Direct debits, BPAY, PayID and Osko transfers
  • Salary and deposit credits with the running balance
  • Fees, interest and account charges
  • Multi-page, multi-month and scanned statements

Output you can use anywhere

Excel (.xlsx) for analysis and categorising, CSV for imports. Columns stay identical across every NAB statement you convert, so a year of files stacks into one worksheet.

Excel .xlsx CSV Xero-ready MYOB-ready QuickBooks-ready Google Sheets

NAB statement converter FAQ

How do I export my transaction history from NAB?

Log in to NAB Internet Banking, go to Accounts, then Transaction history, filter the list you want, and select Export. NAB offers spreadsheet, QIF and PDF formats and reaches back up to two years (731 days). For history older than that, download the PDF statements instead and convert them here into the same spreadsheet columns.

Can I download NAB transactions to Excel?

Yes, two ways. NAB Internet Banking exports the last two years of activity as a spreadsheet file directly. For anything older, or when you need the official statement with its opening and closing balances, download the statement PDF and upload it to the converter at the top of this page to get a clean Excel file.

How far back can I get NAB statements?

NAB keeps statements available online for up to seven years, well past the two-year transaction history window. For statements older than the online archive, copies can be requested through a NAB branch or NAB phone support, and a retrieval fee can apply. Every PDF you obtain converts here into sortable, totalable rows.

How do I download a NAB statement as a PDF?

Sign in to NAB Internet Banking or the NAB app, open the account, and go to the Statements section. Choose the statement period and download the PDF. That document is the official record a lender, accountant or the ATO accepts, and it is the file to upload here when you need the data as a spreadsheet.

Does the NAB export include a running balance?

The statement PDF always carries the running balance and the opening and closing totals, and this converter preserves them line by line so the output reconciles. The raw activity export is a filtered list, which is fine for a quick look at recent spending but harder to verify against an official balance when accuracy matters.

Is it safe to convert a NAB bank statement online?

Files are encrypted in transit and at rest, conversions run in isolated environments, and a zero-retention option removes your statement after you download the result. No NAB login, password or bank connection is involved at any point; you upload a PDF you already have, just as you would attach it to an email.

Will the converted file import into Xero or MYOB?

Yes. Export CSV and the date, description and amount columns map straight into Xero, MYOB and QuickBooks bank imports. If you prefer to tidy or categorise the data first, export Excel (.xlsx), make your changes, and save as CSV afterwards. Columns stay consistent across every NAB statement you run through the converter.

Working across several banks at once? The bank statement converter reads any institution's statement from a single upload, so a client folder full of mixed PDFs still comes out as consistent data. Just need the spreadsheet? The PDF bank statement to Excel converter gives you the same date, description and amount columns from any statement.

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