Open Books › Import transactions, click Convert PDF statement, choose the Bank type (CBA, ANZ, NAB, AMEX or Westpac) and the PDF (up to 10 MB). Exacc downloads a CSV: check it, then import it.
1. Open the converter
Open Books › Import transactions and, under PDF statements, click Convert PDF statement.
2. Choose the bank and the PDF
Choose the Bank type your statement is from (CBA, ANZ, NAB, AMEX or Westpac) and the statement PDF, up to 10 MB. It must be the bank's own PDF, not a scan or photo.
3. Check the CSV, then import it
Exacc downloads the CSV; it does not import it for you. Open it and check the dates and amounts, then import it with Import bank transactions from a CSV file.
Dates are given the current year, so check statements from last year (a December statement converted in January) and fix the year before importing.
Related guides
Checked against Exacc on 9 October 2026. Machine-readable version