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PS Cashbook

NAB Connect Bank Statement Import

Summary

How do I import my bank statement from NAB connect?

Detailed Description

Berfore using the "Import Bank Statement Wizard" in Cashbook, you will need to export the bank statement/transaction file (in CSV format) from their bank for the relevant bank account/s and date ranges, save it to a convenient location on your computer or USB etc.

To export your bank statement:

Transaction History > Advanced (it will automatically be set on simple) > It will then ask you to create a report > select a date range > save as e.g. "transaction history" > export as CSV.

If you do this on the "simple" option instead of "advanced" it will not give you the option to save it as a csv.

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