UBank
Convert UBank PDF Statements to Categorised CSV
Upload your PDF, get a clean CSV ready for Excel, Xero, or MYOB. Works with USpend, USave, and all UBank account types.
Anything the converter can't match is left uncategorised.
Set it yourself in the preview and the totals update before you download.
How it works
Download your PDF
Open the UBank app, go to your account, and download your statement as a PDF.
Upload it here
Drop the file onto the upload area above, or click to browse for it.
Convert
Every transaction is extracted in seconds, with dates, descriptions, and amounts parsed correctly.
Download your CSV
Import directly into Excel, Xero, MYOB, or QuickBooks. No reformatting needed.
Supported formats
USpend
UBank's everyday transaction account statement format fully supported
USave
Savings account statement layouts including bonus interest entries
PayID, Osko & NPP
Fast payment transactions parsed with full description text preserved
Digital Wallets
Apple Pay, Google Pay, and Samsung Pay transactions handled correctly
Balance Tracking
Accurate running balance maintained throughout the statement period
What people say after they've used it.
Every review below is from a real customer, shown with their permission and abbreviated so nobody gets identified.
Banks like Westpac only let you download CSV files for the past 18–24 months. If you need older data, you're stuck downloading PDFs and manually extracting transactions from pages of formatting and bank jargon. That job is a real slog. Your product handled it instantly and gave me clean data.
As someone preparing tax returns, going through PDF bank statements manually is a real hassle. This tool dumps everything into Excel format instantly. Huge time-saver.
Great tool for dealing with PDF statements from clients. The data comes out clean and ready to import, which saves a lot of repetitive work. I had one client with statements going back several years, and this handled them all without a hitch. Highly recommend for accountants and bookkeepers.
Converted several years of bank statements in minutes and saved me a lot of effort. I initially wasn’t sure if it would handle my older statement formats, but once I tried it, it worked well. Would recommend if you’re dealing with PDFs.
It works well and it's set up for each bank individually, which we like. We run an accounting firm and a debt management firm and it does the job.
Your UBank statement is converted and gone. Nothing is written to a database. Once you have your CSV, the original PDF no longer exists on our end.
Other services keep your statements on their servers for 24 hours or more. We use no AI and have no file storage. Your transactions are never read, analysed, or used to build a profile on you.
Built and operated in Australia, specifically for Australian bank formats. Not a generic overseas tool guessing at your statement layout.
Questions
How do I convert my UBank statement to CSV?
Download your UBank statement as a PDF from the UBank app.
Upload it to the converter at the top of this page. Your transactions will be ready as a CSV within seconds.
Does UBank let you export transactions as CSV?
UBank does not offer a native CSV export. Our converter fills that gap.
Upload your UBank PDF statement and get a clean, ready-to-import CSV in seconds.
Can I import UBank transactions into Xero or Excel?
Yes. The CSV uses standard columns: Date, Description, Debit, Credit, Balance.
This imports directly into Excel, Google Sheets, Xero, MYOB, and QuickBooks without reformatting.
Is my UBank data safe to upload?
Your statement is sent securely for conversion and deleted immediately after.
We have no file storage. Your PDF never touches a database.
Some competing services keep uploaded statements on their servers for 24 hours or more. We do not.
Does it handle UBank PayID and digital wallet transactions?
Yes. PayID, Osko, NPP, Apple Pay, and Google Pay transactions are all handled correctly.
Full description text is preserved so you can identify every transaction in the CSV.