How to export Westpac Online Banking transactions to CSV
Updated 2026-10-15
In Westpac Online Banking, open the account, choose the date range and use the download/export option to save a CSV file. The file contains: Bank Account, Date, Narrative, Debit Amount, Credit Amount, Balance, Categories, Serial — 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 Westpac Online Banking.
- Go to Overview › Exports and reports.
- Under Transactions, select Export.
- Pick the date range and account(s), choose CSV, choose a date format, then select Export.
What’s in the file
| Columns | Bank Account, Date, Narrative, Debit Amount, Credit Amount, Balance, Categories, Serial — with a header row |
|---|---|
| Amounts | Separate Debit and Credit columns |
| Date format | You choose the date format when exporting (pick dd/mm/yyyy) |
Limits and tips
In the Westpac app, search “transactions report” in Smart Search to create a report for an account and period.
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 Westpac Online Banking transactions from the app?
In the Westpac app, search “transactions report” in Smart Search to create a report for an account and period.
What columns are in a Westpac Online Banking CSV?
Bank Account, Date, Narrative, Debit Amount, Credit Amount, Balance, Categories, Serial — with a header row. Amounts: Separate Debit and Credit columns. Dates: You choose the date format when exporting (pick 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.