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Convert your UBank statement to OFX

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 OFX-formatted export of the statement's transactions — 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 OFX: what you get

OFX is the interchange format desktop accounting software was built around. This export writes the UBank transactions as an OFX file with statement and transaction structure intact, ready for the import routines in tools that accept .ofx or .qfx uploads.

The main use is rebuilding history in software after a bank feed has lapsed. 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.

Every UBank conversion is audited by the document it came from. The extracted transactions are totalled against the printed opening and closing balances and checked row by row against the running balance column where one is printed. A conversion only reports as reconciled when both tests agree to the cent — and when they do, the figures have been proven against the bank's own document, not merely read from it.

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.

Working from UBank statements as a bookkeeper

Ask clients for the issued PDFs rather than portal screenshots or spreadsheet exports. The PDF is the only version that carries the balances the check needs, and a folder of monthly PDFs plus their conversion results is an audit trail that assembles itself.

Before you use the file

Some tools read the OFX memo field and some read the name field for descriptions. If imported descriptions look truncated in your software, that is a display choice in the tool, not missing data — the full text remains in the file.

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 OFX?

Save the statement as a PDF from UBank online banking, add it to the converter above, and take the an OFX-formatted export of the statement's transactions it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.

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.

Which file should I upload — the PDF or a portal CSV export?

The statement PDF. It is the issued document and it carries the opening and closing balances the reconciliation check verifies against; a portal CSV has the transactions but nothing to prove them against.

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.

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 Excel

Convert the same UBank statement PDF to Excel instead.

UBank statement to CSV

Convert the same UBank statement PDF to CSV 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 OFX · NAB statement to OFX · Westpac statement to OFX · ANZ statement to OFX

Bank statements in. Clean books out.

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