How to export Macquarie transactions to CSV
Updated 2026-10-15
In Macquarie (personal), open the account, choose the date range and use the download/export option to save a CSV file. The file contains: Transaction Date, Description, Account, Category, Subcategory, Notes, Debit, Credit, Balance, Original Description — with a header row. 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
- Log in to Macquarie online banking in a web browser (the app doesn't download).
- Open the menu and select Accounts, then the account.
- Filter, or scroll down until every transaction you want has loaded on screen.
- Click the Download icon at the top right and choose CSV.
What’s in the file
| Columns | Transaction Date, Description, Account, Category, Subcategory, Notes, Debit, Credit, Balance, Original Description — with a header row |
|---|---|
| Amounts | Separate Debit and Credit columns |
| Date format | d Mmm yyyy |
Limits and tips
Only the transactions loaded on screen are included, so scroll to load everything before downloading.
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 Macquarie transactions from the app?
Only the transactions loaded on screen are included, so scroll to load everything before downloading.
What columns are in a Macquarie CSV?
Transaction Date, Description, Account, Category, Subcategory, Notes, Debit, Credit, Balance, Original Description — with a header row. Amounts: Separate Debit and Credit columns. Dates: d Mmm 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.