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Convert your UBank statement to Excel

UBank is a bank based in Sydney, Australia. Its account statements are issued as PDFs through online and mobile banking. Upload the statement PDF below and download an Excel (.xlsx) workbook — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

UBank statements to Excel: what you get

Converting to Excel gives you the UBank statement as a working document rather than a picture of one: every transaction on its own row, amounts as numbers you can sum, and the reconciliation outcome written into the file so the proof travels with the data.

The main use is catch-up bookkeeping, where a year of statements needs sorting before import. Statements from Australia banks print dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.

The check itself is simple arithmetic, applied without exception: add the opening balance to every extracted transaction and compare the result with the closing balance printed on the UBank statement, then walk the running balances row by row. Passing both checks is the only route to a reconciled result; there is no partial pass and no silent correction. What cannot be proven is labelled, never smoothed over.

Before converting, spend thirty seconds on the UBank document itself: confirm the period matches the month you are closing, note the opening and closing balances, and scan for the period's largest transactions. The closing zone carries the balances and any fees or interest summaries; it is the closing zone the reconciliation check answers to, and the first place to look when a conversion is flagged.

In Australia, bookkeepers commonly work in Xero, MYOB and QuickBooks; the Excel and CSV exports from this converter are the files those tools import, and the Xero export is laid out for direct import where the tool accepts it.

Keeping evidence with the conversion

File three things together for every {bank} month: the statement PDF, the converted file, and the reconciliation outcome. Anyone reviewing the work later — a partner, an auditor, a tax adviser — can re-perform the month from that trio without asking you anything.

Before you use the file

Sort and filter the Excel export freely — but keep an untouched copy of the file as downloaded. Workings belong in copies; the downloaded workbook, with its summary block, is the version that proves what the statement said.

How to download a statement PDF from UBank

  1. Sign in and open the right account. Statements downloaded from the bank's own portal are the document of record. Avoid email forwards and re-saved copies where you can.
  2. Find where this bank files PDFs. Look for Statements, Documents, Mailbox or eStatements in the account menu; the label differs by bank and changes over time.
  3. Work month by month. Pick the month (or months) you need. For catch-up bookkeeping, download each month as its own PDF.
  4. Download or print to PDF. A downloaded PDF carries the text layer the converter reads. If the portal only offers a print view, print to PDF instead of taking a picture.
  5. Run the conversion here. Drop the file into the converter above. Batch mode accepts the whole set of periods in one upload.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Tip: a statement that covers a partial period (account opened or closed mid-month) still converts and reconciles; its balances simply anchor a shorter chain.

Questions and answers

How do I convert a UBank statement to Excel?

Get the PDF from UBank's statements area, upload it here, and download the converted an Excel (.xlsx) workbook. The converter reads the transactions, standardizes the columns and verifies the totals against the statement before the file is ready.

What date and number formats do UBank statements use?

Expect day/month/year — 03/04/2026 means 3 April 2026 dates and amounts with a comma for thousands and a point for decimals (1,234.56) on a UBank statement. The reader is locale-aware, so those conventions are handled rather than misread, and the output columns come out in the standard layout regardless.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

Are amounts converted into another currency?

No. The converter changes layout, not currency: figures stay in $ exactly as UBank printed them.

Can I convert statements for several UBank accounts?

Yes — convert each account's statements separately so each one reconciles against its own balances, then combine the exports in your software if you need a single view.

What if UBank only offers paper statements?

Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.

How far back can I get UBank statements?

That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.

Is the converted file ready to import into my accounting software?

The QuickBooks and Xero exports are laid out in the column order those tools import. The plain CSV and Excel exports suit everything else, including spreadsheet review before import.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for UBank statements

UBank statement to CSV

Convert the same UBank statement PDF to CSV instead.

UBank statement to OFX

Convert the same UBank statement PDF to OFX instead.

UBank statement to Xero

Convert the same UBank statement PDF to Xero instead.

Back to the UBank statement converter hub or the Australia bank directory. Other Australia banks: Commonwealth Bank statement to Excel · NAB statement to Excel · Westpac statement to Excel · ANZ statement to Excel

Bank statements in. Clean books out.

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