Up Bank
Convert Up Bank PDF Statements to Categorised CSV
Upload your PDF, get a clean CSV ready for Excel, Xero, or MYOB. Works with Spend, Save, Maxi, and 2Up joint accounts.
Lodging yourself this year? The deadline is 31 October. Up's in-app history is easy to scroll but not built for exporting a full year at once, so a prior financial year, or a linked Up account you've since closed, usually means pulling PDF statements from the app instead. Upload up to ten at once here and get every transaction back in one merged CSV. See the guide to converting Up statements in bulk, or the guide to lodging with multiple years of statements.
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 Up 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
Spend & Save
Up Bank's primary transaction and savings account formats fully supported
Maxi Savers
Maxi savings account statement layouts handled correctly
2Up Joint Accounts
Shared account statements work with no extra setup
Balance Tracking
Accurate running balance maintained throughout the statement period
Compatibility
Date, Description, Debit, Credit, Balance ready for Xero, MYOB, and Excel
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 Up Bank 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 Up Bank statement to CSV?
Download your Up Bank statement as a PDF from the Up app.
Upload it to the converter at the top of this page. Your transactions will be ready as a CSV within seconds.
Does Up Bank let you export transactions as CSV?
Up Bank's in-app export options are limited. Our converter fills that gap.
Upload your Up Bank PDF statement and get a clean, ready-to-import CSV in seconds.
Can I import Up Bank 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 Up Bank 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.
Is this useful for tax purposes or freelancer bookkeeping?
Yes. Many Up Bank users are freelancers or sole traders who use Up as their primary business account.
Converting multiple months of statements into CSV makes it easy to import historical transactions into accounting software or send to your accountant.
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