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Convert UBank statements to Excel

Drop in a UBank PDF and download a clean Excel file in seconds. Built for Australian bookkeepers and accountants.

About UBank statements

UBank is NAB's digital-only banking arm, serving around 750,000 customers who prefer app-first banking over traditional branches. UBank exports PDF statements through its mobile app and web platform for the popular Spend Account, Save Account, and home loan products. The statement format is modern, minimalist, and mobile-first in design — Date, Description, Amount (single signed column), and Balance — with generous spacing and a thin sans-serif typeface that parses well with modern OCR but can confuse older table extractors. Transaction descriptions are surprisingly detailed for a digital bank, often including full merchant trading names, transaction categories, and location data. UBank's customer base skews younger and includes a growing population of freelancers, contractors, and side-hustle entrepreneurs who lodge BAS as sole traders and need clean monthly transaction exports. Our converter handles UBank's modern layout with high accuracy, splits the single signed Amount column into Debit and Credit columns where required, preserves the detailed merchant descriptions for accurate Xero categorisation, and tags the bonus interest payments on Save Accounts as a separate category. Files import directly into Xero, MYOB, QuickBooks, and any spreadsheet tool — perfect for the modern Australian solo operator.

Frequently asked questions

How do I get a PDF statement from UBank?

In the UBank app, tap your account, tap "Statements", choose the period, and tap "Share PDF". You can also export from the UBank web banking site under Documents.

Does this support UBank Save Account bonus interest tracking?

Yes. Bonus interest payments on Save Accounts are tagged as a separate category for easier reconciliation against UBank's monthly bonus interest notification.

How is the single Amount column handled?

For Xero (which accepts signed amounts natively), the column stays as one. For MYOB and QuickBooks, our converter automatically splits into separate Debit and Credit columns.

Can I import UBank statements into Xero for sole trader BAS prep?

Yes. Choose Xero as the export format — the file matches Xero's exact import schema and works for sole trader BAS reconciliation workflows.

Can I convert multiple UBank statements at once?

Yes — batch upload is available on the Business plan. Upload up to 12 UBank PDFs in one go (15 MB each, one bank per batch) and get a separate converted file for each statement, with a reconciliation check per file.

Is there a file size limit for UBank statements?

Yes. You can upload UBank PDF statements up to 15 MB. Almost all UBank statements — even multi-page or scanned ones — fall comfortably within this limit.