How to download a Heartland Bank statement
Heartland’s app guide: More options on the account, Generate a statement, a date range and the My documents page, and how the statement becomes a workbook.
Heartland’s mobile app how-to guide has you generate a statement for the dates you choose and then pick it up from the My documents page. The steps are below, with what to upload and how it comes back.
Generate a statement, then My documents
Heartland’s guide says “Go to the Account summary that you wish to generate and download a statement for and click on 'More options'. Next, select 'Generate a statement' and enter your desired date range. … you'll be directed to 'My documents' page … Simply click the statement to download it.” Source: Heartland Bank: Mobile app how-to guides, www.heartland.co.nz/mobile-app/how-to-guides, accessed 7 October 2026.
- 1Go to the Account summary of the account you want a statement for and click More options.
- 2Select Generate a statement and enter your desired date range.
- 3On the My documents page, click the statement to download it.
- 4Open the file: if it is a PDF, that is the one to upload to ExtractPro.
Convert your Heartland statement to Excel for free
The generated statement in Excel
The statement you generated becomes, in ExtractPro, a workbook covering the same date range: a row for each transaction, date, description and amount pulled into columns, and the balance kept when the statement shows it.
Confirm the number of rows and the last balance against what Heartland printed. Heartland’s page is the place to upload:
Frequently asked questions
The questions that come up most:
Frequently asked questions
Can every Heartland account generate a statement in the app?
Not every one. Heartland notes that “this is not available for Home Loan accounts”.
Is a Heartland transactions export the same as an e-statement?
No. Heartland says “An e-statement will be your typical full statement download”, while a transactional breakdown “would be what you get when you ‘export transactions’ from a specific account”.
Which dates does a generated Heartland statement cover?
The ones you enter in the date range after choosing Generate a statement; the file on My documents is built for that range.
Convert your first statement, free
Nothing to install, no card. Upload the PDF and download an Excel file with one transaction per row.
Convert your Heartland statement to Excel for free