Convert ANZ PDF statements to Excel, CSV, Xero or QuickBooks

Getting PDF statements from ANZ

1. 1In Internet Banking, select the account, click View statements and choose the account from the list.
2. 2Click Download to open the statement, then save the PDF.
3. 3In the ANZ App, select the account and tap Statements or Notices, open the statement and use the share icon. For a closed account, tap More, then View statements.

Older than 2 years, or a closed account

ANZ’s transaction export covers the last 2 years of open accounts. A new client’s earlier history, or a closed account, only exists as PDF statements, and that’s what the converter is for.

If the statements don’t cover the dates you need, ANZ can also produce a transaction report for the last 30, 60, 90 or 120 days. That’s a different document from a statement; check that it shows opening and closing balances before relying on the balance check.

Converting a ANZ statement

1. 1Upload the PDF statements, up to 10 at a time and up to 50 pages each. If a file is password-protected you’ll be asked for the password; it’s used once and never stored.
2. 2Review each statement next to its transactions. The opening balance, every transaction and the closing balance have to add up; if they don’t, the rows to check are flagged.
3. 3Choose Export, then the Xero statement CSV, Excel, a QuickBooks CSV layout or OFX for Xero and MYOB. For OFX, enter the BSB and account number printed on the statement.

Before you rely on it

There’s no ANZ template behind this: the converter reads each statement’s layout, so it isn’t limited to layouts someone has set up in advance. That also means a ANZ statement hasn’t necessarily been tested, and results vary by layout. Convert one statement with the free pages and check that it balances before you convert a client’s whole history.

Every row links to the line of the PDF it came from, and the opening balance plus the transactions has to reach the printed closing balance. When it doesn’t, the rows to check are flagged before you export.

Client data

Files and results are deleted 24 hours after upload, or straight away if you delete them. Before uploading client statements, read the privacy notice: it names every company that processes statement data and where.