Banking & Tax Tips for Australian Business Owners
Guides on EOFY prep, bookkeeping, and financial management for Australian sole traders and small businesses.
What "Categorising" a Bank Statement for Xero Actually Involves
Coding transactions to accounts is the slow part of catching up a set of books, not the import itself. Here's what eats the time and where automatic categorisation does and doesn't help.
Read full guide →I got tired of Aussie banks holding my data hostage in PDFs, so I built a privacy-strict converter.
Most Australian banks cut off your CSV access after 12–24 months and push you to PDFs. When I went looking for a converter, the privacy trade-offs were worse than the problem itself.
Read full guide →How to Download CommBank Statements as CSV or Excel
CommBank's NetBank lets you export transactions as CSV, but only from a desktop browser and only for around 12 months. Here's the full process, plus what to do when you need older data.
Read full guide →How to Export ANZ Bank Statements as CSV or Excel
ANZ Internet Banking supports CSV export up to around 12 months. ANZ Plus customers have no native export option. Here's what works for both.
Read full guide →How to Download Westpac Bank Statements as CSV or Excel
Westpac gives you around 18 months of CSV export history, more than most. Here's the step-by-step process and what to do when you need to go further back.
Read full guide →How to Export NAB Bank Statements as CSV or Excel
NAB supports CSV exports going back 24 months, the most generous of the big four. Here's how to use it, what the file looks like, and how to get older data when you need it.
Read full guide →My Bank Only Exports 90 Days of Transactions. How Do I Get Older Statements?
CSV export windows vary from 90 days to 24 months depending on the bank. For a tax return, an audit, or a loan application that needs older data, here's the practical way through.
Read full guide →EOFY Checklist for Australian Sole Traders
A practical EOFY checklist: gathering statements, categorising expenses, income, GST, super, and getting a return-ready file to your accountant.
Read full guide →More guides coming soon.