Convert Up Bank Statement to Excel
Up lives entirely inside its app — there’s no desktop banking to log in to — and its statements carry the fingerprints of how the bank is actually used: Round Ups shaving cents off purchases, constant movements between your spending account and named Savers, and a high count of small card transactions. That density is exactly what makes hand transcription miserable; fifty tiny AUD entries are fifty chances to fat-finger a digit, and the pattern-heavy descriptions blur together after the second page. SheetMyBank takes the statement PDF you save from the app and machine-reads it instead, turning every micro-transaction into its own dated, categorisable spreadsheet row without a single keystroke of retyping on your part.
To get the file, open the relevant account in the Up app and download its statement as a PDF, then move it to your computer by AirDrop, email-to-self, or cloud drive — or just run SheetMyBank in your phone’s browser, since conversion is fully local and works wherever the file is. Up also offers a transaction CSV via the Activity feed’s Insights panel, but the statement PDF remains the formal document, and SheetMyBank’s row-by-row balance reconciliation proves the extracted table is complete rather than merely plausible.
Drop your Up statement here (PDF or photo)
Processed entirely on this device — nothing is uploaded. Scans and photos are read with on-device OCR (beta).
Free for your first 5 pages each month · Processed on your device · Balance-verified output
Up statement FAQ
Up has no web banking. How do I get a statement onto my laptop at all?
Save the PDF from the account screen in the Up app, then transfer it however you like — AirDrop, messaging yourself, or a cloud folder. Alternatively, skip the laptop: SheetMyBank runs in a mobile browser too.
Up already exports CSV from Insights. Why bother converting the PDF?
The Insights export is a raw transaction dump for the period you’ve selected, while the statement PDF is the official banking document with defined periods and balances. When someone needs verifiable records — landlords, lenders, the ATO — the PDF-derived table wins.
Who actually stands behind an Up statement?
Up is delivered through Bendigo and Adelaide Bank, an ADI covered by the Australian government’s deposit guarantee, so the statement is a document from a licensed bank despite the playful branding. It’s accepted anywhere a traditional bank statement is.