How to export BOQ transactions to CSV

Updated 2026-10-15

Short answer

In BOQ, open the account, choose the date range and use the download/export option to save a CSV file. The file contains: Date, Description, Account, Debit, Credit. Separate Debit and Credit columns. Import it into a budgeting spreadsheet such as Sorted Budget and the columns are detected and categorised for you.

Steps

  1. Log in to BOQ internet banking and search your Transaction History.
  2. Page through the results — only the transactions you've viewed are included.
  3. Choose Export All or Viewed Transaction History and pick the spreadsheet/CSV option.

What’s in the file

ColumnsDate, Description, Account, Debit, Credit
AmountsSeparate Debit and Credit columns
Date formatdd/mm/yyyy

Limits and tips

BOQ keeps at least 12 months of history online.

Banks update their menus from time to time. If a button has moved, search your bank’s help for “export transactions” or “download transactions”.

Frequently asked questions

Can I export BOQ transactions from the app?

BOQ keeps at least 12 months of history online.

What columns are in a BOQ CSV?

Date, Description, Account, Debit, Credit. Amounts: Separate Debit and Credit columns. Dates: dd/mm/yyyy.

What do I do with the CSV?

Open Sorted Budget, go to a Bank tab and use File › Import (Replace current sheet). Columns are detected automatically and every transaction is categorised.

Sources

Last checked 2026-10-15.