Guide
Which banks let you export transactions as CSV, OFX or QIF?
35 banks in the UK, Australia, New Zealand, South Africa and Ireland, and what each one’s own help says about exporting transactions. Compare formats, export steps, history windows and the date checked.
Published · Updated
Short answer
The linked help pages name a range of exports from online banking and apps. Formats, account restrictions and history windows differ. A PDF statement and a transaction export may have different date ranges. By format, according to each bank’s own help:
- CSV: HSBC UK, Lloyds (business accounts), Monzo, Starling Bank, Metro Bank (retail and business Online Banking), CommBank, Westpac, ANZ, Macquarie (Macquarie Business Online), Bendigo Bank, ASB, BNZ (Internet Banking for Business), Kiwibank (refreshed internet banking, business help), ANZ New Zealand, Westpac New Zealand (Westpac One Business), FNB, Absa (commercial card reporting services), Nedbank, Capitec (Business Banking accounts), Discovery Bank, AIB (current accounts and credit cards), Bank of Ireland and PTSB.
- Excel or a spreadsheet: HSBC UK, NatWest, Santander UK, Revolut (currency accounts, UK personal help), NAB, ANZ New Zealand, Nedbank and Discovery Bank.
- OFX: Westpac, ASB, Kiwibank (refreshed internet banking, business help), ANZ New Zealand, FNB, Nedbank and Capitec (Business Banking accounts). CommBank no longer offers OFX or QIF in the new NetBank.
- QIF: Lloyds (business accounts), Monzo, Westpac, NAB, Macquarie (Macquarie Business Online), Bendigo Bank, ASB, BNZ (Internet Banking for Business), Kiwibank (refreshed internet banking, business help), ANZ New Zealand, Westpac New Zealand (Westpac One Business), FNB and Nedbank.
- QBO (QuickBooks Web Connect): Westpac.
- No transaction export described: Barclays, Standard Bank and Investec. The linked guides cover statements.
- Export mentioned without named file formats: Nationwide (credit cards), TSB (business Internet Banking), St.George (Business Banking Online) and ING (Online Banking). The table gives the relevant accounts or service for each download.
United Kingdom
| Bank | The bank’s own export | Where | Range and limits | Checked |
|---|---|---|---|---|
| Barclays | No transaction export described | Barclays’ current help describes PDF statements in Online Banking and the app and documents no CSV transaction export; its former export help page now redirects to the general Online Banking page. | — | 10 Nov 2026 |
| HSBC UK | CSV, Excel | Online banking: the account, Search and filter, Search, then Download and Continue. The linked guide names Excel (.xls) and CSV for the transaction list. | A transaction list, not the statement. Statements themselves are PDFs. | 9 Nov 2026 |
| Lloyds | CSV (business accounts), QIF (business accounts), midata file (personal current accounts) | Online for Business: Statement options, then Export transactions (CSV, QIF); on the older layout select View statement first. Personal current accounts: More Actions, Account Services, then Midata Export. | Business CSV/QIF: up to 1,000 lines per export. Personal midata: a 12-month transaction history. | 9 Nov 2026 |
| NatWest | Excel, PDF | Online Banking: Statements & transactions, View transactions, then Export to Excel or Download PDF. A second official guide uses Statements, then Search transactions. | Online search: up to 7 years. The app search guide covers 12 months but gives no app export procedure. | 9 Nov 2026 |
| Monzo | CSV, QIF, PDF | Personal app: Home, the three dots, Bank statements. Business app: Home, Manage, Bank statements; business web: Export statement. Choose dates and PDF, CSV or QIF; Pots included. | A date range you choose. Monthly statement auto-exports to Google Drive or OneDrive require Business Pro or Team. | 9 Nov 2026 |
| Santander UK | Excel, PDF, midata file | Online Banking: Download transactions, choose All available transactions or Since last download, select a format, then Download. The guide also names Quicken and Microsoft Money without identifying their file extensions. | 600 transactions per download; split longer periods into several downloads. The separate midata option covers 12 months. | 9 Nov 2026 |
| Halifax | midata file | Account homepage: More actions, Account services, then midata export. The bank account FAQ describes a midata file without naming its extension. | Previous 12 months of spending and banking history, without name, address or date of birth. | 9 Nov 2026 |
| Nationwide | midata file (current accounts); a download whose file format isn’t named (credit cards) | Desktop internet bank. Select the current account, Transactions, Download transactions, then Download midata. Credit cards use Statement summary / statement archive, choose a statement date, then Download transactions, without named file formats. | midata covers a 12-month period, excluding the latest 31 days. Use a browser. The app is unsupported. iPhone/iPad can view midata only, while Android can download it. The credit-card instructions give no export range or row limit. | 10 Nov 2026 |
| Starling Bank | CSV, PDF | App: account menu, Statements and documents, Statement history, then Go to feed exports. Choose a date range and PDF, large-print PDF or CSV. These transaction summaries are not verifiable monthly statements. | Up to 12 months per export. The current FAQ conflicts about older dates: one paragraph says the last 12 months, another says account creation to the current date; confirm older ranges in the app. | 10 Nov 2026 |
| Revolut | Excel, PDF (currency accounts, UK personal help) | App: Home, Accounts, choose the currency, More (...), then Statement. Select the timeframe and PDF or Excel, then Generate. | Choose a timeframe. The linked UK help does not specify a maximum history or transaction count. | 9 Nov 2026 |
| TSB | a download whose file format isn’t named (business Internet Banking) | Business Internet Banking lists a statement download into a financial software package, without naming the file format. Personal paperless statements are PDFs in the app's Digital Inbox or Internet Banking's Your Inbox. | Business help allows viewing at least the last 13 months of transactions. It gives no export history or row limit. Personal Digital Inbox documents are never altered or deleted. | 10 Nov 2026 |
| Metro Bank | CSV (retail and business Online Banking), PDF (business online platform guide) | Online Banking supports filtering transactions and exporting CSV for retail and business customers. The business guide uses account, Transaction Summary, then Export for CSV or Download for PDF. | The business guide's Download PDF covers the last 32 days; it does not give a CSV history or row limit. | 9 Nov 2026 |
Australia
| Bank | The bank’s own export | Where | Range and limits | Checked |
|---|---|---|---|---|
| CommBank | CSV | NetBank. OFX and QIF exports are no longer available in the new NetBank; CSV still is. | No count on the new NetBank page. The bank guide retains the 600-transaction guidance last checked 23 October 2026; that article could not be re-read on 9 November. | 9 Nov 2026 |
| Westpac | CSV, QBO, QIF, OFX | Online Banking: Overview, Exports and reports, then Export CSV, QBO, QIF, OFX file. The app downloads recent transactions; this help does not specify the app file format. | QBO and OFX only when one account is selected. | 9 Nov 2026 |
| ANZ | CSV | Internet Banking: the account, Download on the Transactions tab, then a Software package option such as CSV. | Transaction export: last 2 years, open accounts only. Closed-account statements require at least one active linked account. | 9 Nov 2026 |
| NAB | spreadsheet, QIF, PDF | Internet Banking: Accounts, Transaction history, then Export. In the app, Statements and Download your recent transactions lead to Generate your PDF. | Up to 2 years (731 days) of transactions. | 9 Nov 2026 |
| St.George | PDF (Business Banking Online); a download whose file format isn’t named (Business Banking Online) | Business Banking Online. Reports, Transactions, Quick PDF, then Download. Alternatively, Transaction history, Download report, select dates, accounts, File format and Date format, then Download report. Custom export formats can save fields and delimiters as a file-format choice. | Choose From and To dates. The transaction-history help does not specify a maximum range or row count. | 10 Nov 2026 |
| ING | a download whose file format isn’t named (Online Banking) | Online Banking lets you select an account to view and export transaction history, without naming export file types. For PDF statements, use Manage, Statements in the app or Statements, View statements in Online Banking. | The export overview gives no transaction history or row limit. The statement guide offers an Interim statement for dates after the last statement. | 10 Nov 2026 |
| Macquarie | CSV, QIF (Macquarie Business Online) | Macquarie Business Online: choose an account, optionally filter transactions, then select the CSV or QIF download icon. CSV files can also be produced through Generate a Statement. | The account/search-results export is disabled above 30,000 transactions; the guide recommends Generate a Statement for larger CSV exports. It does not give a maximum history. | 9 Nov 2026 |
| Bendigo Bank | CSV, OFC, QIF, BAI2 | e-banking: Accounts, choose an account, Download at the top of Activity (or settings, Download Transactions), choose the dates and format, then Download. CSV has standard and extended variants; QIF has Quicken and Classic variants. | Past 18 months available for download. The linked help does not specify a transaction-count limit. | 9 Nov 2026 |
New Zealand
| Bank | The bank’s own export | Where | Range and limits | Checked |
|---|---|---|---|---|
| ASB | CSV, TDV, OFX, QIF | FastNet Classic: menu, Everyday banking, Search and export transactions, then choose the account and dates. Statement Export supports CSV, TDV (Tab Delimited Values), OFX and QIF. | Up to 10,000 transactions per file for bank and credit card accounts. Up to seven years of history can be viewed; the linked help does not separately state a maximum export date range. | 9 Nov 2026 |
| BNZ | CSV, PDF, GIFTS, QIF (Internet Banking for Business) | Internet Banking for Business: Accounts, Accounts Summary, Reports, select accounts, Transaction list, File Format, dates, then Download. Other report types have different format choices. | Choose a date range. The linked account-report help does not specify a maximum history or transaction count. | 9 Nov 2026 |
| Kiwibank | CSV, JSON, OFX, QIF, PDF (refreshed internet banking, business help) | Refreshed internet banking: accounts overview, select an account, search or filter, Export, select CSV, JSON, OFX, QIF or PDF, then Export. The refreshed screens are being rolled out gradually. | Exports limited to two years; matching filters determine the transactions included. The linked help does not specify a row limit. | 9 Nov 2026 |
| ANZ New Zealand | Excel, CSV, TSV, QIF, OFX | Internet Banking: choose an account, Export, choose a date range and file format, then Export and save. Excel is .xlsx; CSV and TSV can include or omit column headings. | CSV, QIF and TSV exclude unprocessed transactions; Excel includes them. The linked export instructions do not specify a maximum history or row count. | 9 Nov 2026 |
| Westpac New Zealand | CSV, QIF, PDF (Westpac One Business) | Westpac One Business: choose an account, search and filter, Create report, select the format, then Create report again. Download it from Transaction reports. | Download generated reports within 24 hours. The default filter is seven days, not a stated maximum history; the linked guide does not specify a row limit. | 9 Nov 2026 |
South Africa
| Bank | The bank’s own export | Where | Range and limits | Checked |
|---|---|---|---|---|
| FNB | CSV, OFX, QIF, Pastel, PDF | Online Banking emails a Recreated Statement for the dates you pick. FNB says it isn’t an official bank statement. | Available dates depend on the account’s statement cycle; up to three emailed formats per request. Functions depend on the account or product. | 9 Nov 2026 |
| Standard Bank | No transaction export described | The linked personal statement guides cover viewing, downloading or emailing statements; they do not name CSV, Excel or OFX exports. | Personal Internet Banking statement history: up to 24 months. | 9 Nov 2026 |
| Absa | CSV, PDF (commercial card reporting services) | Commercial card reporting services offer CSV statements. The linked personal App, Online Banking and eStatement guides describe statement downloads and PDF eStatements without naming CSV or Excel exports. | Commercial cards: weekly interim CSV statements and monthly PDF or CSV statements. | 9 Nov 2026 |
| Nedbank | CSV, OFX, OFC, QIF, Excel | Online Banking: the account, Statements and documents, then Other, for a transaction listing. | A period you choose, per the January 2022 guide last checked 21 October 2026. PDF could not be re-read on 9 November; formats and export steps retain that earlier check date. | 21 Oct 2026 |
| Capitec | CSV, OFX (Business Banking accounts) | Business Banking: download transaction history in the app or online banking as CSV or OFX, or use bank feeds to Xero, Sage and others. The linked personal guides do not describe CSV exports. | Business accounts only. | 9 Nov 2026 |
| Investec | No transaction export described | The linked South African Private Banking welcome guide describes viewing transactions in Investec Online and downloading bank statements in the app, but does not name a transaction export format. | The linked welcome guide does not specify a statement history, export range or row limit. | 9 Nov 2026 |
| Discovery Bank | Excel, CSV | App: select an account, three-dot menu, Smart Search, choose filters and Search. For the results, three-dot menu, Download Transactions, choose a format, then Send to the email address on your profile. | The linked Smart Search guide does not specify a history or row limit; its separate three-month certified-statement feature is not a transaction-export limit. | 9 Nov 2026 |
Ireland
| Bank | The bank’s own export | Where | Range and limits | Checked |
|---|---|---|---|---|
| AIB | CSV (current accounts and credit cards) | Internet Banking: Historical Transactions in the Accounts menu, pick the account and dates, then Export. | From two years ago up to the previous business day. The FAQ separately describes older transaction viewing in the new app; that is not a longer CSV export window. | 9 Nov 2026 |
| Bank of Ireland | CSV | The export FAQ gives 365 online steps: select the account, then Export your transaction history. The digital-banking comparison also marks search/export for the apps but gives no app CSV procedure. | Recent transactions; credit card exports are excluded by the FAQ. The separately stated 12-month search history is not a confirmed CSV export window. | 9 Nov 2026 |
| PTSB | CSV | PTSB App: open the account's detailed overview, select Download above recent transactions, then Download CSV. The linked FAQ describes recent transaction history. | The linked CSV download instructions do not specify a maximum history or row count. | 10 Nov 2026 |
When the bank’s own export isn’t enough
A bank’s export is the quickest route when you can log in to the account and the dates are in range. It often isn’t enough:
- The dates are older than the export reaches: 2 years at ANZ Australia, NAB, AIB and Kiwibank, 18 months at Bendigo Bank, and 12 months in a Lloyds midata file. Check statement availability separately.
- The account is closed. ANZ Australia’s export only works for open accounts, while its statements for closed accounts stay online as long as another linked account is still open.
- The software needs a format the bank doesn’t give, such as an OFX file for MYOB or Xero from CommBank or NAB.
- A client has sent PDF statements and you can’t log in to their online banking.
- You need the statement itself, not a list of transactions for the dates you picked. FNB, for one, says its Recreated Statement isn’t an official bank statement.
Converting the PDF statements instead
Upload the PDF statements, up to 10 at a time, and each one is checked against its printed opening and closing balances before you export it as CSV, Excel, a Xero statement CSV, a QuickBooks CSV or QBO or OFX. Every row links back to its line on the PDF. The rows with linked bank names have separate bank guides with statement-download instructions.
How this table is checked
Each row repeats the linked official help and shows the date checked. Named formats and downloads with unnamed formats appear together with their account or service restrictions. Rows whose linked help only covers statements say No transaction export described. Follow the bank’s current help when menus change.
Questions
Which Australian banks still export OFX?
Among the eight Australian banks here, Westpac’s Exports and reports is the linked guide that explicitly names OFX, for one account at a time. Macquarie Business Online and Bendigo Bank name QIF, another format MYOB accepts. CommBank’s new NetBank no longer offers OFX or QIF, and NAB’s help names a spreadsheet, QIF or PDF. ANZ’s help names CSV as one of its software package options without listing the others.
Is a transaction export the same as a bank statement?
No. An export is a list of transactions for the dates you pick; the statement is the bank’s record for a period, with opening and closing balances. FNB says its Recreated Statement isn’t an official bank statement. When you need the statement, work from the PDF.
How are downloads with unnamed formats shown?
The format column describes the download and its account or service when official help mentions an export without naming its file types. Named formats appear alongside it. No transaction export described is used when the linked guides only cover statements.
Sources
Each row repeats the linked official help, with its account restrictions and date checked. Two pages couldn’t be read again on 9 November 2026: CommBank’s detailed export steps, including its 600-transaction limit (last read 23 October), and Nedbank’s Online Banking guide (last read 21 October). Those rows say so.
- Print or save your online statement
- Former export help page, now redirecting to Online Banking
- Online statements
- View Online Statements
- Statement history and closed accounts
- Order paper statements
- How to get a bank statement online
- View your business bank statements
- Online for Business functionality guide (PDF, August 2026)
- Paper-free statements and midata
- View or download statements
- Exporting transactions instead of midata
- Viewing and searching transactions
- Accessing bank statements online
- Ordering historic statements
- Getting a bank statement
- Exporting your transactions
- Full transaction history for closed accounts
- Getting a business bank statement
- Business accounting tools
- Business auto-exports
- Santander Help: Download transactions
- Halifax: Bank account FAQs (midata)
- Nationwide: About midata
- Nationwide: View account balance or get a statement online
- Starling Bank: Statements
- help.starlingbank.com public FAQ data: How do I get my statements?
- Revolut United Kingdom: Download an account statement for a specific currency
- TSB: Business Internet Banking
- TSB: Paperless banking
- Metro Bank: Accessibility (Online Banking servicing features)
- Metro Bank: Exporting Transaction Data (business guide PDF)
- Export transaction information (detailed steps last checked 23 October 2026)
- New NetBank feature changes
- Switch to online statements
- Export a detailed transaction history
- Export transaction lists, payees and accounts
- eStatements
- Closed account statements
- Access account statements and notices
- Making tax time, less taxing
- Access your transaction history
- Access online account statements and letters
- St.George: Business Banking Online reports
- ING: Online Banking
- ING Help Hub: How do I view my statements online?
- Macquarie: Exporting transactions as CSV or QIF files
- Bendigo Bank: Accounts in e-banking (Downloading transactions)
- ASB: What is Statement Export and how do I use it?
- ASB: Can I see past statement history and transactions on my account?
- BNZ: Account reports (Internet Banking for Business)
- Kiwibank: View and export your transactions (business internet banking)
- ANZ New Zealand: Statements, documents, and going paperless (export instructions)
- Westpac NZ: How do I create a transaction report in Westpac One Business?
- FNB Online Banking user guide, South Africa (PDF, statement-history and recreated-statement sections)
- Standard Bank: Frequently asked questions
- Standard Bank: How to get bank account documents
- Absa: Commercial card data and reporting services
- Absa Banking App help guides
- Absa Online Banking help
- Absa: Bank statements and eStatements
- Nedbank Online Banking ‘How to’ guide (PDF, January 2022)
- Capitec Business: Accounting software integration
- Investec South Africa: Welcome to Investec Private Banking
- Discovery Bank: Enjoy effortless paperless finances (Smart Search)
- AIB: Historical Transactions FAQs
- Bank of Ireland: Export transactions
- Bank of Ireland: Digital banking feature comparison
- Bank of Ireland: Features of 365 online banking
- PTSB: App banking FAQs (Recent Transaction history)