To import bank statements into MYOB you need a CSV with three columns - Date, Amount, Description - in DD/MM/YYYY format, uploaded under Banking → Bank Transactions → Import. This guide covers the format MYOB actually expects, the step-by-step process, the errors that break imports, and how to automate the whole thing so you stop typing numbers by hand.
MYOB (Australia's accounting software) lets you bring bank transactions into your books by importing a CSV file under Banking → Bank Transactions → Import. This is how you get transactions from your bank statement into MYOB when the bank doesn't offer a direct feed.
You might need manual import when:
Direct bank feeds are convenient, but they don't cover every situation. The manual import path exists precisely because of these gaps - and once you know the format, it takes minutes per statement instead of an hour of data entry.
Your bank statement needs to become a CSV with three columns: Date, Amount, Description (or Payee). If your bank only gives you a PDF, you'll need to convert it - see below.
In MYOB: Banking → Bank Transactions → Import. Choose the bank account you're importing into.
Select your CSV. MYOB will preview the columns it detected.
Match Date, Amount and Description to MYOB's fields. If a column doesn't map, the import will fail or misplace data.
Check the imported transactions against your statement, then confirm. Done.
Manual data entry of a typical statement: 30–60 minutes. With a correctly formatted CSV ready: 2–5 minutes. With automation (below): about 30 seconds.
MYOB (AU) expects DD/MM/YYYY. If your file has MM/DD/YYYY (US style) or a different separator, the import fails. Fix: reformat the date column to DD/MM/YYYY before importing.
Amounts must be a single column, no currency symbols ($), no thousands separators, and credits positive / debits negative. A column like $1,234.56 will break the import.
MYOB expects only the mapped columns. Balance columns, memo codes or reference numbers that aren't mapped cause failures - remove them or don't map them.
If the same transaction appears twice, check you didn't import an overlapping period. Deduplicate rows before import.
| Field | Required | Format | Example |
|---|---|---|---|
| Date | Yes | DD/MM/YYYY (Australia) | 15/03/2025 |
| Amount | Yes | Single column, no currency symbol, credits positive / debits negative | -100.00 or 2500.00 |
| Description / Payee | Yes | Text, max ~500 chars | Transfer to PayPal |
| Balance | Optional | Not mapped in MYOB | — |
Date,Amount,Description 01/03/2025,-100.00,Transfer to PayPal 02/03/2025,2500.00,Salary - ACME Pty Ltd 05/03/2025,-24.99,Direct Debit Netflix 10/03/2025,500.00,Transfer from Savings
Time savings at scale: processing 25 statements a month with the manual method costs about 12–15 hours. With StatementConvert AU, that's under 30 minutes - and the tool handles CommBank, Westpac, ANZ, NAB, ING and more, with DD/MM/YYYY dates and AUD amounts handled automatically, entirely in your browser.
Upload a statement you already have - free, no account, nothing kept afterwards.
Try the converter free →Yes. MYOB supports CSV imports via Banking → Bank Transactions. The file needs Date, Amount and Description columns in the right format.
DD/MM/YYYY for Australian files. The wrong format is the most common cause of import failures.
Most common: wrong date format, amounts with currency symbols, extra columns, or duplicate rows. Remove currency symbols and keep only the required columns.
Some do, but many only provide PDF statements, or their CSV doesn't match MYOB's import format. In those cases you need a PDF-to-CSV converter.
With StatementConvert AU, parsing happens entirely in your browser. Nothing is uploaded, nothing is stored, and we never see your data.