Convert Westpac NZ bank statement to Excel

Upload the statement PDF and download an Excel file with one transaction per row: date, description and amount in separate columns (and the balance, when the statement shows it).

Secure

Your bank statements aren't shared with anyone and are encrypted in transit. Password-protected PDFs open in your browser. How we handle your files

Built for firms

For accountants and bookkeepers who reconcile accounts every month: one transaction per row and the same columns every time.

Accurate

We keep improving how each bank converts. If a file doesn't convert the way you expected, email us at support@extractpro.app and we'll fix it.

How do you convert your Westpac NZ bank statement to Excel?

If a Westpac NZ statement is a PDF, ExtractPro converts it into an Excel file (.xlsx), a row per transaction, with the date, description and amount apart in columns (and the balance, when the statement shows it). In Westpac One online banking you pick the account on the Accounts screen and “Select Download statements if you’re using a computer or laptop”; in the app you use “the three dots next to the account name, then Download statements”. Westpac says “Digital statements have the same information as paper statements”. The bank is at westpac.co.nz.

How to download your Westpac NZ bank statement

  1. In Westpac One online banking, choose the account you want from the Accounts screen.
  2. Select Download statements if you are using a computer or laptop.
  3. Choose a statement from the list, or choose a date range with the From and To fields and select View statements.
  4. Open the statement you need: if it is a PDF, that is the file to upload to ExtractPro.

“In online banking: Choose the account you want from the Accounts screen… Select Download statements if you’re using a computer or laptop … Choose a statement from the list to view or download, or choose a date range with the From and To fields, then select View statements and choose a statement.”

Westpac NZ: How do I download transactions and statements? ·

Step-by-step guide: How to download a Westpac NZ bank statement

How it works

3 steps, in seconds

01

Download the statement

Get the statement for the period from Westpac NZ; if it comes as a PDF, that is the file to upload.

02

Upload it to ExtractPro

If the PDF is password-protected, enter the password and the file unlocks in your browser. The password never reaches our servers.

03

Download the Excel file

One transaction per row, with date, description and amount in separate columns (and the balance, when the statement shows it).

FAQ

About Westpac NZ statements

01

Can I use a statement from Westpac One with ExtractPro?

Yes. When the statement you save from Westpac One is a PDF, ExtractPro converts it, and the Excel file lists each transaction in its own row.

02

How long does Westpac NZ keep copies of my statements?

Westpac NZ’s page on getting a copy of a bank statement says: “We hold copies of your statements electronically for at least seven years in case you need a copy.” It adds that “The normal fee for providing another copy of a statement is $5.”

03

Can I export transactions from the Westpac One app?

Not in the app. Westpac NZ’s help page says “exporting transactions is not available in the app”; in online banking you “Select Export transactions”, set the dates, then “Choose the file Format”. Its guide for Westpac One Business lists reports such as “Statement transactions CSV” and “Statement transactions QIF”, with a default of “all transactions from the past 7 days”.

Your Westpac NZ statement, in Excel

Free during launch. Upload the PDF and download the Excel file.

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