Instant Receipts

Export Bank Statements as CSV

10/11/2026
Reading time 5 minutes
beginner
Need to convert a PDF bank statement to CSV? Instant Receipts extracts every transaction from any Australian bank statement PDF and exports it as a CSV (Comma-Separated Values) file, the universal spreadsheet format that opens cleanly in Excel, Google Sheets, or any text editor. CSV is the format to choose when you want full control for custom reporting, filtering, or building your own analysis rather than relying on pre-built formulas.

Prerequisites

  • ✓You have uploaded your bank statement in the Banking section
  • ✓You have access to the Reports page

Outcome

  • Analyse Your Data in Detail
  • Flexible format for tailored reporting

Steps

1

Click on Reports in the side menu

After login in your dashboard, click on the Reports section in the side menu.

Click on Reports in the side menu
2

Click New Report

In the top-right corner, click the green New Report button to start creating a new bank statement report before you can export.

Click New Report
3

Select the year range

Choose the year filter option to see your bank statements.

Select the year range
4

Select the bank statement (mandatory)

You need to select the bank statement first before you can export to different formats.

Select the bank statement (mandatory)
5

Click the CSV Button

Click the CSV export button at the bottom of the report generation panel. It will start generating the report straight away

Click the CSV Button
6

Download and Open CSV File

You can now download the CSV file to open in your editor.

Download and Open CSV File
7

Preview Your CSV Report

Once downloaded, open the CSV file to view your bank statement transactions ready for use. Each row will include key details such as date, transaction description, and amount. You can open it in Excel, Google Sheets, or any accounting tool for further analysis.

Preview Your CSV Report

Troubleshooting

CSV file opens with strange characters

This is usually an encoding issue. Try opening with Excel and selecting UTF-8 encoding, or use Google Sheets which handles encoding automatically.

Data appears in one column

Your spreadsheet application didn't recognize the comma delimiter. Use the 'Text to Columns' feature in Excel or import the file properly in Google Sheets.

Need more details?

See How to Import Bank Statements for the complete workflow and all available options.