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Convert NAB statements to Excel or CSV

In NAB Internet Banking, go to Accounts, then Account statements, where you can tick up to 25 PDFs and download them together. BankConv converts them to Excel, CSV or Google Sheets, up to 10 per batch. Expect Cr and Dr suffixes on the balance and brought forward lines at page breaks, both of which need cleaning before you total anything.

Updated

Download your NAB statement

  1. 1.Log in to NAB Internet Banking (nab.com.au) with your NAB ID.
  2. 2.Select Accounts, then Account statements.
  3. 3.Choose the account and a date range, then select Search.
  4. 4.Tick up to 25 statements and select Download.

Do you need to convert at all?

NAB Internet Banking usually lets you export the transaction list for a chosen date range, with a spreadsheet (CSV) option and formats for money software. The file types offered can vary by account.

Recent transactions only, from Internet Banking on a computer. Statements go back up to 7 years in Internet Banking and about 2 years in the NAB app, as PDF.

NAB export formats: CSV, QIF

What to know about NAB PDFs

Balances end in Cr or Dr
The Balance column usually carries a suffix, such as 2,365.05 Cr when the account is in credit. Dr means overdrawn. Turn these into positive and negative numbers before any maths.
Brought forward and carried forward lines
Long statements usually repeat the balance at page breaks, with lines such as Brought forward and Carried forward. They aren't transactions, so exclude them from totals.
Particulars run over several lines
A single transaction's Particulars can wrap onto a second or third line with a reference or merchant location. Check that each wrapped line joined its transaction instead of becoming a separate row.

Converting NAB statements

NAB statements are usually text-based PDFs, so the transactions come through without retyping. The work after converting is mostly cleaning the balance column. Use the PDF for anything older than the Internet Banking export reaches, or when an accountant asks for full statements for a financial year.

  1. Download the PDF statements from Accounts, then Account statements.
  2. Upload them to BankConv.
  3. Check the rows, then export Excel, CSV or Google Sheets.
A NAB statement converted, with the Cr suffix still on the balance.

Cleaning up and checking

Fix the balance column first. In Excel, this turns 2,365.05 Cr into 2365.05 and a Dr balance into a negative number: =IF(RIGHT(E2,2)=“Dr”,-1,1)*VALUE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(E2,” Cr”,“”),” Dr”,“”),“,”,“”)).

Then check the result yourself:

  • Remove brought forward and carried forward lines.
  • Spot-check a few wrapped Particulars against the PDF, especially transfers with long references.
  • Sum Debits and Credits and compare them with the statement summary.
  • Confirm the last balance equals the closing balance.

Set dates to day first before importing. For Xero, see how to import a bank statement into Xero. Other banks are on the Australian banks page.

How to convert a NAB bank statement to Excel or CSVVideo coming soon · 1:20

Sources: NAB: Access online account statements and letters

Product screenshotBankConv results page after converting a NAB statement (anonymised): rows table, format switch and export button.
A NAB statement converted in BankConv

Columns you get

DateParticularsDebitsCreditsBalance
3 Mar 2026EFTPOS JB HI-FI MELBOURNE249.002,365.05 Cr
4 Mar 2026Online Transfer From Acme Pty Ltd1,820.004,185.05 Cr
6 Mar 2026Direct Debit Origin Energy164.304,020.75 Cr
9 Mar 2026BPAY Payment Council Rates540.003,480.75 Cr

Sample rows in NAB's layout, fictional data. First 5 pages free to check.

  • Deleted after 24 hours

    Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.

  • Read only to extract transactions

    Your statement is read (with OCR for scans) to pull out the transaction rows you download.

  • Encrypted in transit

    Uploads and downloads use HTTPS (TLS).

  • Passwords never stored

    The password of a protected PDF is used once to open the file.

  • No bank login

    BankConv works from the PDF you download, never from a connection to your bank.

How we handle your data

NAB statement questions

Can I export NAB transactions to CSV?

Usually yes, for recent transactions, from the account's transaction list in NAB Internet Banking. For older periods, download the PDF statements and convert them in BankConv.

What does Cr mean on a NAB statement?

Cr after the balance means the account is in credit. Dr means it is overdrawn, so that balance should be negative in your spreadsheet.

Can I convert a whole financial year of NAB statements?

Yes. NAB lets you download several statements at once, and BankConv converts up to 10 PDFs per batch. Combine the rows into one sheet afterwards.

Other Australia banks

  • Commonwealth Bank (CommBank)
  • ANZ
  • Westpac
  • ING Australia
  • Macquarie Bank
  • Bendigo Bank
  • St.George Bank
  • Bankwest
All Australia banks