Westpac · Australia
Convert Westpac bank statements to Excel, CSV & QBO
Convert Westpac bank statements (PDF or scanned) to Excel, CSV, QBO or OFX, reconciled against the closing balance. Free for 20 pages a month.
Quick answer
Download your Westpac bank statement as a PDF from Westpac Online Banking under Statements, upload it to StatementPilot, and export Excel, CSV, QBO, OFX or QIF. We check that the "Opening Balance" plus every transaction equals the "Closing Balance" so you know nothing was missed.
What a Westpac bank statement looks like
Westpac statements show Date, Transaction Description, Debit, Credit and Balance with an Opening Balance line.
Australian statements list Debit, Credit and Balance columns with an 'Opening Balance' row and a 'Closing Balance' summary; dates usually read '05 Jan'.
How to convert a Westpac statement
- Sign in to Westpac Online Banking under Statements and download the statement for the period you need as a PDF (not a screenshot).
- If the PDF is password-protected, open it and save an unprotected copy first.
- Upload one or several months to StatementPilot. Scanned or photographed statements are read with OCR.
- Check the reconciliation panel: the "Opening Balance" plus deposits minus withdrawals should equal the "Closing Balance".
- Export to Excel or CSV for analysis, or QBO/OFX/QIF to import into Xero, MYOB and QuickBooks Online.
Dates, amounts and account numbers in Australia
Amounts use 1,234.56. Balances are frequently suffixed with 'CR' or 'DR' instead of a sign. We read the date order from the statement itself and default to DD/MM/YYYY for Australia, so 03/04 is never silently swapped.
Accounts are identified by a six-digit BSB plus an account number. Only the masked or last digits are carried into QBO/OFX files, as those importers expect.
Importing Westpac transactions into your accounting software
Accountants in Australia most often import into Xero, MYOB, QuickBooks Online and Excel. Choose QBO for QuickBooks, the Xero CSV for Xero, OFX for most other packages, or Excel/CSV for anything else.
When your bank feed only goes back a few months, converted Westpac statements fill the gap for older periods without manual typing.
Why statements are still needed
Under the Consumer Data Right banks share data electronically, yet accountants and lenders still rely on PDF statements for older periods.
Frequently asked questions
Can I convert a Westpac bank statement to Excel?
Yes. Upload the PDF and download an .xlsx file with date, description, amount and balance columns plus a summary sheet showing the opening balance, closing balance and reconciliation result.
How do I get my Westpac statement as a PDF?
Statements are available in Westpac Online Banking under Statements. Choose the statement period and download or save it as a PDF; a printed copy can also be scanned or photographed and uploaded.
Can I import Westpac transactions into Xero?
Yes. Export the converted statement in the format Xero accepts (QBO, OFX or a formatted CSV) and import it as a bank statement file. Dates are written in the format your software expects.
Do I need a Westpac template?
No. StatementPilot doesn't rely on bank-specific templates, so redesigned Westpac statements and older layouts both work. The reconciliation check confirms nothing was missed.
Westpac at a glance
- Institution type
- Bank
- Headquarters
- Sydney, NSW, Australia
- Where to download statements
- Westpac Online Banking under Statements
- Balance labels on the statement
- Opening Balance → Closing Balance
- Currency
- AUD (Australian dollars)
- Typical date format
- DD/MM/YYYY
Convert your Westpac statements now
20 free pages every month. No credit card. Every export format included.