Bulk conversion by bank
Bulk convert UBank statements to CSV
USpend and USave statements arrive one period at a time. Converting a year of them should be one job, not twelve.
A year of UBank statements in two batches
A generic PDF table extractor pointed at a USpend statement usually turns an Apple Pay purchase into something like "APPLE PAY AUS" with the actual merchant gone. That's fine for one transaction. Across a year of statements where a large share of spending is tap-and-pay through Apple Pay, Google Pay or Samsung Pay, it means a big chunk of the file comes out uncategorisable, because there's nothing left in the description to categorise against.
Merchant detail is what a UBank-specific parser is for. Wallet transactions come through with the underlying merchant intact rather than collapsed into a generic wallet line, which is what actually makes a year of USpend spending usable once it's in a spreadsheet.
Getting a year of statements into that spreadsheet is the same process regardless of bank: UBank issues statements one period at a time with no bulk export, so twelve months is twelve PDFs. Batch conversion takes ten at once, and two runs covers a calendar year, returned as a single merged CSV with every transaction in date order.
USave statements run through the same batch as USpend, bonus interest entries included, and a Source File column on every row keeps the two accounts distinguishable in the merged file even once they're interleaved by date.
How bulk conversion works
Gather
Download your statement PDFs from internet banking
Drop them in
Up to 10 at a time, from one account or several
Convert
Every statement parsed in parallel, transactions categorised
Download
One merged CSV in date order, or a ZIP of separate files
Frequently asked questions
Which UBank accounts are supported?
USpend transaction accounts and USave savings accounts, including bonus interest entries on savings statements.
How do I download several statements from UBank?
In the UBank app or online banking, open the account, go to Statements, and download each period as a PDF. They come one per period, which is what batch mode takes as input.
Are digital wallet transactions handled?
Yes. Apple Pay, Google Pay and Samsung Pay transactions are parsed correctly, merchant detail included, rather than being collapsed into a generic wallet entry.
Can I mix UBank statements with other banks in one batch?
Yes. Each file carries its own bank setting, so UBank statements can convert alongside Commonwealth Bank, Westpac, ANZ, NAB and the other supported banks in a single run.
How many credits will a year of statements use?
Credits are counted per page. A typical UBank monthly statement is two to four pages, so a year of one account usually falls between 25 and 50 pages.
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Batch conversion is included with the 350 and 700 credit packs, and with Professional and Business plans.