Your bank · Australia
Exporting from Westpac.
About a minute, on Westpac's website. Berm has been tested on a file laid out like the one it gives you.
The steps
- Sign in to Westpac Online Banking in a web browser, and go to Overview.
- Choose Exports and reports.
- Under Transactions, choose Export CSV, QBO, QIF, OFX file.
- Choose the dates, the account, CSV and a date format.
- Choose Export.
One file can hold more than one account, each row saying which. Export one account at a time, or Berm reads them as one.
What the file holds
- Money out and money in in separate columns.
- Dates day first unless you choose otherwise (13/08/2026).
- A running balance, so Berm reads your balance from the file itself.
Then
Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.
Last updated September 2026. Banks change their websites; if this no longer matches Westpac's, tell us.