EXPORTING BANK STATEMENTS

WESTPAC BANK

1. Log in to the bank

2. Select “Download transactions”

3. Select bank account

4. Select period

5. Select “download/date” format

6. Click on “Download now”

7. Click on down arrow in the save button

8. A small pop up screen is displayed

9. Click on “Save as”

10. A new pop up screen is displayed

11. Click on “Downloads”

12. In the File name field change to the date range you have selected

13. Click on “Save” button

14. Export complete

1. Select Downloads

2. Click on File name to change to period bank statement covers

3. Example of name change shown below (do not change the extension .qif)

4. Click on Save button

5. If this is your first export now is the time to open a folder where you can save all your bank exported statements

6. Click on Documents

7. Right click anywhere in the blank space next to the yellow folders

8. On the pop up click on “New”

9. On the next pop up click on “Folder”

10. A new folder will be created and you can change to Bank Exports

11. Copy your current bank export and all future bank exports into this folder from the downloads folder

12. You can copy the folder from Downloads by rhight clicking on it and selecting copy from the pop up

13. Then go to Documents and select the folder “Bank Exports”

14. Once opened right click and save

15. Export now complete