NAB Connect Bank Statement Import

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

To Export the 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 done on "simple" option instead of "advanced" it will not give the option to save it as a csv.

Article ID 2124