{"schema":"exacc.help.page/1","url":"https://exacc.au/help/convert-pdf-bank-statement-to-csv/","title":"Turn a PDF bank statement into a CSV file","description":"Convert a CBA, ANZ, NAB, AMEX or Westpac PDF statement into a CSV file you can check and then import into Exacc.","category":"Accounting","summary":"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.","lastVerified":"2026-10-09","apps":["app"],"processIds":["import_transactions_csv"],"start":{"label":"Open the import page","url":"https://app.exacc.au/{dbId}/books/import-transactions-from-csv"},"menuPath":["Books","Banking","Import transactions","Convert PDF statement"],"steps":[{"step":1,"title":"Open the converter","body":["Open **Books › Import transactions** and, under **PDF statements**, click **Convert PDF statement**."],"url":"https://app.exacc.au/{dbId}/books/import-transactions-from-csv"},{"step":2,"title":"Choose the bank and the PDF","body":["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."]},{"step":3,"title":"Check the CSV, then import it","body":["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":["https://exacc.au/help/import-bank-transactions-csv/","https://exacc.au/help/process-bank-feeds/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}