The following instructions show you how to download PDF Westpac bank / loan account statements via Westpac Online on a computer or tablet.
You can also download PDF statements via the Westpac bank mobile app.
Additional Resources:
PDF version of these instructions: download here
Recommended client email text: Outlook message or Plain text
Westpac data feeds - online activation: Client instructions
Downloading Statements
Step 1: Login to Westpac Online Banking (Westpac Live) and from the Overview menu select Statements
Step 2: Select the applicable account via the dropdown box and click Download PDF for the desired statement(s)
Exporting Transactions as a .CSV (excel) file
Step 1: Login to Westpac Online Banking (Westpac Live) and from the Overview menu select Exports and reports
Step 2: Under Transactions, select Export on the right-hand side (as shown below):
Step 3: Select the Date range and Account(s) as requested by your accountant or adviser. You can select multiple accounts to be downloaded in the same .CSV file.
Leave the File Format (CSV) and Date format (DD/MM/CCYY) as the defaults and click Export.
