Convert Macquarie statements to Excel.
Checked to the cent.
Drop a Macquarie Bank PDF and get a clean spreadsheet, QuickBooks or Xero file in seconds. Every row is checked against the balances printed on the statement, so a misread is flagged, not hidden.
Drop your bank statements here
One file or a whole year. PDF, scanned image, CSV, QIF or OFX. Up to 12 files at a time; long PDFs are split for you.
Not ready to upload your own? See a sample result
5 pages free, no account. Amounts stay in AUD.
How to download a Macquarie statement as a PDF
- Log in to Macquarie Online Banking and hover over the account in the account list.
- Select I want to, then View account statements & reports from the dropdown.
- On the Statements tab, pick the statement period and download the PDF. Transaction and Savings account statements are online-only, so there is no paper option to switch off first.
- For dates that do not line up with a statement period, use the Transaction report on the same screen, set a custom date range and select Generate.
- In the Macquarie Mobile Banking app: select the account, tap I want to, then View account statements, choose the statement and save it.
- Macquarie Business Online: Accounts, then Statements, then the Recurring Statements tab for the last six months, or Generate a bank statement for a custom range of up to ten years, delivered as one PDF with a statement per account.
Then drop the file above. Several months at once is fine; a year comes back as one workbook with a sheet per month.
Before you upload: is the PDF password-protected?
Macquarie statement PDFs are not password-protected. They open as downloaded from Online Banking, the app or Business Online.
What Macquarie statements look like
Six-monthly statement (periods ending June and December) with one table of date, description, money out, money in and balance plus an opening and closing balance for the period; business PDFs can hold a separate statement per account.
Transaction, Savings and Cash Management Account statements are issued twice a year, for the periods ending 30 June and 31 December, so a single PDF can hold six months of card purchases, PayID transfers and BPAY payments and run to fifteen or twenty pages on an active everyday account. The body is one table with a date, a description, money-out and money-in columns and a running balance, with an opening balance at the start of the period and a closing balance at the end; the exact header wording, and whether an overdrawn figure carries a DR marker or a minus sign, varies between products, and the balance check does not depend on either. Dates are day/month/year. Offset accounts attached to a Macquarie home loan are statemented alongside the loan, so offset transactions can sit inside a home-loan PDF, and business statements generated for several accounts arrive as one file with a separate statement for each. How far back statements are available online varies by account, from a couple of years to ten.
Where Macquarie statements trip up other converters
- Six months in one PDF means fifteen to twenty pages with repeated page headers and wrapped PayID or BPAY references; a wrapped line misread as a row breaks the running balance at that point and is flagged there.
- Offset account activity can sit inside the home-loan statement; convert the offset pages on their own so the loan balance does not enter the check.
- The bank's CSV has no opening or closing balance, so a dropped row in it is invisible; the PDF carries both.
None of this is bank-specific configuration. The balance check catches these cases for every bank; this list just explains what you will see on a Macquarie file.
Why not just use Macquarie's own export?
In Online Banking you can run a transaction search, filter it, and use the download arrow to save the results as CSV or QIF; the export only includes rows already loaded on screen, so scroll to the bottom first, and it is not offered in the app at all. Business Online adds a CSV or QIF icon on each account and a bulk CSV from the Generate a Statement screen, with a choice of Credit-Debit order (credits then debits per day, ascending) or Chronological order (newest first), and it is disabled above 30,000 rows. Macquarie's own note on the CSV is the important one: it lists transactions but not opening and closing balances, limits or facility details. For a tie-out you need the PDF.
What you get back
- A green Balanced badge when the printed opening balance plus money in minus money out equals the printed closing balance, row by row. Or a red one pointing at the first row that does not add up, with a one-click swap if debit and credit look reversed.
- Click any misread cell, correct it, and the check re-runs before you download.
- Download Excel, CSV, QuickBooks (.qbo), Xero CSV or Tally XML, whichever Xero imports best, with a suggested category on every row.
Importing into Xero, MYOB, Excel
Macquarie questions
My Macquarie offset account transactions are inside the home loan statement. Can I convert just the offset?
Yes. Print the offset section to its own PDF and upload that; the loan pages have a different opening and closing figure and would break the running balance if left in. The offset section behaves like a normal transaction account, opening balance through to closing balance, and reconciles on its own.
Why did my six-monthly Macquarie statement come back with a flagged row near a page break?
Long statements repeat the header on each page and sometimes wrap a PayID or BPAY reference onto a continuation line at the top of the next page. If the wrapped line is misread as a row, the balance stops adding up at that point and the app flags that row rather than the total. Fix the cell in place, or check the description against the PDF, and the rest of the statement ties out.
Should I use the Business Online CSV or the generated PDF for Xero?
For a fast import of recent activity, the CSV or QIF is fine and Xero reads either. For month-end or year-end work use the generated PDF, because Macquarie leaves the opening and closing balances out of the CSV and the Statement Archive deletes generated files after seven days, so save the PDF the day you generate it.
How do I convert a Macquarie statement PDF to Excel?
Download the statement PDF from Macquarie online banking or the app, drop it on this page, and wait about 10 to 40 seconds. You get every transaction in a table, a balance check against the printed opening and closing balance, and Excel, CSV, QuickBooks, Xero and Tally XML downloads. The first 5 pages are free with no account.
Do I need a Macquarie template?
No. The statement is read the way a person reads it, so Macquarie layout changes do not break anything. What protects you is the balance check: opening balance plus money in minus money out must equal the printed closing balance, row by row.
Does it work with scanned Macquarie statements?
Yes. Scanned PDFs and phone photos are read visually. Blurry pages may produce a flagged row; the check tells you exactly which one to look at.
Can I import Macquarie transactions into Xero?
Yes. For Xero, download the Xero CSV and use Import a Statement on the bank account. Excel and CSV work everywhere else, including MYOB.
How many Macquarie statements can I convert at once?
Up to 12 files at a time, 60 pages each. A year of monthly statements comes back as one Excel workbook with an Overview sheet showing which months balanced, a sheet per month with a Category column, and a Categories sheet totalling the year by category.
What happens to my statement?
It is processed once and deletion is attempted as soon as processing finishes; an AWS lifecycle rule removes anything left behind. The extracted table becomes eligible for deletion after 7 days (1 day without an account). Nothing is used for training.