Convert PDF Statements from NAB to Excel

Upload a NAB PDF statement, check the extracted transactions, and download them as Excel or CSV. The workflow handles separate debit and credit columns.

Private workspace. HTTPS upload. No credit card needed.

$9 for 25 pages, one-off, no subscription. See pricing

98% of numbers correct on 82 hand-checked pages How we measure

How to get your NAB statement into Excel

  1. Download the PDF statement from NAB online banking

    • Log in to NAB Internet Banking or the NAB app.
    • In Internet Banking, select 'Accounts' in the menu and choose 'Account statements'; in the app, tap the account and then 'Statements'.
    • Choose the account, pick a 'Date range' (or a custom range), select 'Search', select up to 25 statements, and select 'Download' (in the app, tap the statement date and 'Share').
    • Save the statement for the period you need as a PDF.
    Go to NAB Online Banking

  2. Upload it here

    Drop the PDF into the uploader on this page. Scanned statements and phone photos work too. The extracted rows open next to the statement so you can check them.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Export the rows as an Excel workbook, a plain CSV file, or a CSV laid out for QuickBooks or Xero import.

What a NAB statement looks like in Excel

One row per transaction, with separate debit, credit, and running balance columns. The rows below are made-up sample data, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · AUD
Sample bank statement rows with made-up data, amounts in AUD
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Supported input and export formats

  • PDF statements
  • Scanned PDF, JPG, PNG
  • Excel workbook
  • CSV rows
  • QuickBooks CSV
  • Xero CSV
  • Structured JSON

Why NAB PDF Statements Won't Copy to Excel

NAB lets you download up to 25 statements at once and also produces recent-transaction PDF reports that it says are not statements, so a folder of NAB PDFs can mix both. Statement PDFs list debits and credits in separate columns beside a running balance, and card purchase descriptions often wrap onto a second line, so copy-paste into Excel misaligns amounts and splits transactions.

As copied from the PDF

  • 14 Mar 2025 EFTPOS Purchase Officeworks Melbourne 45.95
  • 17 Mar 2025 Internet Transfer Credit From Acme Salary 4,105.00

As extracted for review

Date Description Amount
2025-03-14 EFTPOS Purchase Officeworks Melbourne −$45.95
2025-03-17 Internet Transfer Credit From Acme Salary +$4,105.00

Up to 25 statements per download

'Account statements'

Recent-transaction PDFs are reports, not statemen…

'Download your recent transactions'

Debits and credits in separate columns

Transaction table

Review rules for NAB PDF formats

These extraction rules prepare rows for human review

Combine Debit and Credit Columns

Separate debit and credit columns are reviewed as one signed amount next to the…

Join Wrapped Descriptions

Card purchase and transfer descriptions that wrap onto a second line are joined…

Normalize Day-First Dates

DD/MM/YYYY and 'DD Mon' statement dates are normalized to YYYY-MM-DD, using the…

Output and review

What you can check after extracting NAB statements

Use the output as a review workspace before importing it anywhere. The source statement stays visible while you confirm fields and download the format your accounting workflow expects.

Validation visible before export

  • Opening + transaction total is checked against closing balance
  • Duplicate, overlapping, and missing statement periods are surfaced by account
  • Saved client and bank mappings keep monthly batches consistent
  • Excel, CSV, JSON, QuickBooks CSV, and Xero CSV exports use the reviewed rows

Statement fields

  • Bank name and account identifier
  • Statement period and currency
  • Opening and closing balances

Transaction rows

  • Date and description
  • Debit, credit, amount, and balance
  • Rows that continue across pages

Review checks

  • Balance movement against transaction totals
  • Duplicate, overlapping, or missing statement periods
  • Ambiguous dates, signs, and wrapped descriptions

Export formats

  • Excel workbook
  • CSV transaction rows
  • Structured JSON
  • QuickBooks and Xero CSV layouts
Time Comparison

Replace copy-paste cleanup with a reviewable extraction

Compare manual copy-paste cleanup with structured extraction for NAB statements

Manual Process

Copy-paste from PDF

Slow
Processing time Manual

Depends on page count, layout, and review needs

Date formats Inconsistent

Manual cleanup required

Multi-line text Breaks

Descriptions split into rows

Error rate Hard to review

Typos, misaligned columns

Source context None

No source verification

PDF2TEXT.AI

Reviewable extraction

Recommended
Processing time Assisted extraction

Extraction starts after upload and returns reviewable rows

Date formats ISO 8601

Standardized for review (YYYY-MM-DD)

Multi-line text Merged

Descriptions joined for review

Error rate Review first

Check amounts against the source statement

Source context Review view

Source statement kept nearby

Convert a statement free
Built for review, export, and repeat bookkeeping cleanup
Private Document Access

Your statements stay in your private workspace

Protected in transit with HTTPS and available only after account or workspace authorization.

HTTPS in transit

Your browser uses an encrypted HTTPS connection when uploading documents and downloading results.

Available for review

Originals and extracted results remain in your private workspace for review and export. Contact support to request deletion.

Authorized access

Uploaded originals and generated previews are checked against the owning account or workspace before delivery.

NAB PDF to Excel: Frequently Asked Questions

Answers to common questions about bank statement PDF conversion

Why does copy-paste from NAB PDF mess up my Excel spreadsheet?
NAB lets you download up to 25 statements at once and also produces recent-transaction PDF reports that it says are not statements, so a folder of NAB PDFs can mix both. Statement PDFs list debits and credits in separate columns beside a running balance, and card purchase descriptions often wrap onto a second line, so copy-paste into Excel misaligns amounts and splits transactions.
Can I download CSV directly from NAB instead?
For transactions, yes: in Internet Banking open 'Accounts' > 'Transaction history' and select 'Export' to save transactions as a spreadsheet, QIF file, or PDF (up to two years of history). Statements are separate PDFs, so convert those here and review the rows before importing them.
Can I import the extracted rows into QuickBooks or Xero?
Yes. Export reviewed transaction rows as Excel, CSV, structured JSON, QuickBooks-friendly CSV, or Xero-friendly CSV. Check fields against the source statement and use saved mappings to review duplicate, overlapping, or missing periods before importing recurring batches.
Does this work with scanned or photographed bank statements?
Yes. Our OCR reads both digital PDFs and scanned images. Upload a clear scan or phone photo (PDF, JPG, PNG), then review the extracted transactions before exporting.
Is it safe to upload my bank statement? What happens to my data?
Uploads use HTTPS and remain available only through your authenticated private workspace so you can review and export them. Privacy, retention, and deletion details are linked in the footer.

Convert a NAB statement to Excel

Preview one statement free, up to five pages, review the extracted rows, then buy a page pack for this statement or choose a monthly plan when client batches repeat.

Private workspace. HTTPS upload. No credit card needed.

PDF, JPG, or PNG • Free preview • Page packs and monthly plans for continued work

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pdf2text.ai is an independent tool and is not affiliated with, endorsed by, or sponsored by NAB or any financial institution. All trademarks remain the property of their respective holders and are used here solely for descriptive purposes to identify file compatibility.