How to Convert NAB Bank Statements to Excel and CSV

A step-by-step guide to export your NAB bank statements into spreadsheet-ready formats.

Managing a banking account efficiently starts with accessing your financial data in a usable format. If you’re a NAB (National Australia Bank) customer, you may have searched for ways to nab download CSV, how to convert NAB statements to Excel, or even export NAB PDF to Excel.

By default, NAB provides PDF bank statements via NAB Internet Banking or the NAB app. However, if you're preparing a credit card statement, reconciling business banking expenses, or organising your personal banking, working with static PDF files is far from ideal.

In this guide, we’ll walk you through everything you need to know about converting your NAB bank statements to CSV format or Excel, and introduce StatementSheet, the easiest and most reliable way to convert PDF bank statements into spreadsheet-ready formats.

Can You Download NAB Bank Statements Directly in Excel or CSV?

No, not directly from the NAB app or NAB Internet Banking.

Once logged into NAB Online Banking with your NAB ID, you can view transactions and download your account statements from the account statements section. These are typically available in PDF format only. There is no native option for NAB download CSV or Excel export in the settings section in internet banking or the profile and settings section. This limitation leads many users to search for workarounds such as “nab csv export” or “statements in csv,” often discovering that they need a third-party tool to extract and convert data efficiently. That’s where StatementSheet comes in.

Why Convert NAB PDF Bank Statements to Excel or CSV?

Converting PDF statements into Excel or CSV unlocks a wide range of benefits for both personal banking and business banking users:

  • Tax Preparation for Individuals and Businesses
    Exporting into CSV file format helps simplify reporting obligations with the ATO, including BAS lodgement or preparing annual income tax returns.
  • Seamless Integration with Accounting Software
    Whether you use MYOB, Xero, or QuickBooks in Australia, transaction data must be in CSV format or Excel — PDF files aren’t compatible.
  • Sorting and Filtering Transactions
    Break down your credit card statement or transaction list by date, amount, category, or merchant in Excel — something not possible with static PDFs.
  • Create Tailored Financial Reports
    Use Excel to build reports based on your statement period, payment type, or even spending trends — ideal for budgeting or financial planning.
  • Enhanced Budgeting Capabilities
    Import your NAB bank data into budgeting tools or spreadsheets to monitor spending, especially across multiple banking account types.

Why Use StatementSheet?

StatementSheet is the most accurate and user-friendly tool available to convert NAB statements to Excel or CSV. It's ideal for both individuals and businesses needing fast, secure financial data conversion.

  • ✔️ Converts both scanned and digital PDF bank statements from NAB
  • ✔️ Built for Australian users — supports AUD currency and Australian date formats
  • ✔️ Fully secure, encrypted, and GDPR-compliant
  • ✔️ Allows you to choose the account and select your preferred date range
  • ✔️ Exports to Excel (.xlsx) and CSV file formats
  • ✔️ Supports all NAB products including credit cards, personal banking, and business banking
  • ✔️ Features a simple dropdown menu interface
  • ✔️ No manual data entry — fast, reliable, and accurate

How to Convert NAB PDF Bank Statements in Four Easy Steps

You can convert NAB bank statement PDFs into CSV or Excel format in just minutes with StatementSheet.

Step 1: Download Your NAB PDF Bank Statement

  1. Log in to NAB Online Banking or open the NAB app using your NAB ID
  2. Navigate to the account statements section of your banking account or credit card
  3. Choose the statement period you wish to download
  4. Click the dropdown menu to select the file format
  5. Download the statement in PDF and save it to your device

Step 2: Upload your PDF Bank Statement

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Step 3: Our smart engine converts it to a structured Excel or CSV file.

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Step 4: Check result & Download your converted document instantly

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Frequently Asked Questions

How do I download my NAB statement in CSV format?

You can’t download it directly in CSV. Use NAB Internet Banking to download the statement as a PDF, then convert it with StatementSheet.

Can I export NAB statements to Excel from online banking?

No. NAB only provides statements in PDF. To get Excel, download the PDF and use a converter like StatementSheet.

Is it secure to use StatementSheet for bank statements?

Yes. StatementSheet uses secure encryption, and your files are deleted after conversion. It's fully GDPR-compliant.

Does StatementSheet work for all NAB accounts?

Yes, it works with personal banking, credit card statement, and business banking accounts.

Can I convert scanned NAB statements?

Yes. StatementSheet supports scanned PDFs. For best results, use clear, high-resolution scans.

Can I select a date range when converting statements?

Yes. You can choose a date range to extract only the period you need.

Is there a fee for downloading PDF statements from NAB?

No. NAB provides PDF statement downloads free of charge through NAB Internet Banking and the NAB app.

Tips for Organising Your NAB Bank Statements

Once you’ve converted your PDFs, here are practical ways to manage your NAB bank data in Excel or CSV:

  • Sort transactions by category, merchant, or date
    Identify spending patterns and track regular payments like subscriptions or rent.
  • Filter by statement period or transaction type
    Perfect for isolating monthly summaries or flagging one-off expenses.
  • Use Excel pivot tables
    Summarise large amounts of data across accounts and generate business-friendly overviews.
  • Organise files by account and date range
    Maintain folders for each banking account (e.g., savings, transaction, credit card) with clear naming conventions.
  • Backup securely using cloud storage
    Use platforms like Google Drive or OneDrive to store your converted data for tax audits or loan applications.

Final Thoughts: Take Control of Your NAB Financial Data

Managing finances with uneditable PDFs is no longer practical. Whether you're preparing for tax season, doing your own bookkeeping, or simply trying to understand your NAB bank expenses better, converting your statements to Excel or CSV format is essential.

With StatementSheet, you can convert PDF bank statements with just a few clicks. It’s fast, secure, and tailored for the needs of Australian individuals and businesses.

Ready to convert your NAB bank statement to Excel or CSV?
➡️ Visit StatementSheet and transform your PDFs into actionable spreadsheets today.