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Convert your Westpac statement to OFX

Westpac 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.

Westpac statements to OFX: what you get

The OFX export packages the Westpac statement for software that speaks the Open Financial Exchange format: dated, signed transactions in a structured file that older desktop bookkeeping tools import natively.

The main use is desktop accounting and personal-finance software that imports OFX or QFX. 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 Westpac statement, then walk the running balances row by row. 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.

Two habits make Westpac statements easier to work with. First, convert the issued PDF rather than a portal screen print — print views paginate differently and can drop the balance lines the check needs. Second, glance at the statement's own subtotals before converting: section totals for deposits, withdrawals and fees are free checkpoints that tell you where a flagged difference is likely to live.

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

Keep the statement PDF with the OFX file. OFX is a transport format, not a document — when a transaction is questioned later, the PDF is what proves what the bank actually printed.

How to download a statement PDF from Westpac

  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. Open the account and find Statements or Documents. 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. Download each period as its own file. The reconciliation check proves one statement at a time, which is what makes a long catch-up provable.
  4. Download the PDF version. 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. Upload and verify. Add the PDF to the converter on this page and read the reconciliation verdict on the result before exporting.

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

Tip: if the bank offers both a statement PDF and a transaction-list PDF, take the statement — it is the one carrying the balances the reconciliation check needs.

Questions and answers

How do I convert a Westpac statement to OFX?

Get the PDF from Westpac's statements area, upload it here, and download the converted an OFX-formatted export of the statement's transactions. 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 Westpac statements use?

Westpac statements generally 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 reads the figures as printed and normalizes the output columns the same way for every bank.

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.

Can I convert a full year of Westpac statements at once?

Yes. Download each month as its own PDF and upload them together — batch mode converts them in one run and, in Excel, adds a combined sheet. Each statement is still reconciled separately, because balances are per statement.

Does the converter work with Westpac credit-card statements?

Yes. Credit-card statements use a Previous Balance / New Balance layout, which the converter reads as well; purchases are positive and payments are negative, and the same totals check applies.

What columns does the converted file have?

Date, Description, Amount, Debit, Credit and Balance — the same normalized columns for every bank, so a Westpac file and a file from any other bank in Australia can be imported and reviewed the same way.

What happens if my Westpac statement does not reconcile?

The conversion is flagged, and the rows whose running balance disagrees with the statement are marked with the expected and printed figures. Nothing is silently adjusted — you see exactly where the statement and the extraction part company.

Can I convert a scanned Westpac statement?

Yes. Scans and photo-based PDFs are read with OCR and marked as OCR-extracted. The reconciliation check applies identically; on a poor scan it is the check that tells you whether the read can be trusted.

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 Westpac statements

Westpac statement to Excel

Convert the same Westpac statement PDF to Excel instead.

Westpac statement to CSV

Convert the same Westpac statement PDF to CSV instead.

Westpac statement to Xero

Convert the same Westpac statement PDF to Xero instead.

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

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