Convert a Westpac bank statement to Excel
Convert a Westpac statement PDF to Excel or CSV right in your browser — date, description, amount and balance are detected automatically, with a row-by-row balance check, and your statement is never uploaded. Westpac statements use this layout: Westpac transaction account statements list Date, a Description, then separate Withdrawals/Debits and Deposits/Credits columns with a running Balance. Dates read like '15 Mar 2026'; credit card statements use a single Amount column under Date / Details. Text-based PDFs downloaded from Westpac online banking convert most accurately.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
How we read a Westpac statement
- Columns:Westpac transaction account statements list Date, a Description, then separate Withdrawals/Debits and Deposits/Credits columns with a running Balance. Dates read like '15 Mar 2026'; credit card statements use a single Amount column under Date / Details.
- Date format:DD MMM YYYY
- Best source:Log in to Westpac online banking or the Westpac app, open the Statements section, and download the official PDF statement — avoid screenshots or scans of paper copies, since scanned images produce unreliable OCR.
Watch-outs for Westpac statements
- Westpac splits money in and out into two separate columns (withdrawals/debits and deposits/credits). The converter merges them into one signed amount so the balance check can run; double-check that a credit didn't get the wrong sign on any flagged row.
- Multi-line descriptions (a long merchant name wrapped onto two lines) are the most common cause of a shifted row — if a row doesn't reconcile, that's the first thing to check.
- Transactions that carry over a page break, and the opening/closing balance lines, are handled separately from regular rows; verify the first and last rows of each page after a multi-page statement.
How to convert a Westpac statement
- 1Download your Westpac statement as a PDF from online banking.
- 2Drop the PDF into the converter below — it parses locally.
- 3Review the detected columns and the balance check; verify any flagged rows.
- 4Export to Excel, CSV, or QuickBooks/OFX.
Frequently asked questions
No. The entire conversion — reading the PDF, detecting columns, the balance check and building the Excel file — runs locally in your browser. Your Westpac statement is never uploaded or sent to any AI.
Log in to Westpac online banking or the Westpac app, open the Statements section, and download the official PDF statement — avoid screenshots or scans of paper copies, since scanned images produce unreliable OCR.
Westpac text-based PDFs are in the sweet spot and convert accurately at the row level. Either way, verify key figures before use — the row-by-row balance reconciliation flags suspect rows for you.
Updated · StatementSift team
