How to download a CSV file

What is a CSV file?

CSV stands for “comma-separated values” and is one of the most common outputs for spreadsheet programs. A CSV file stores numbers and text in plain text, where each line of the file represents one data record.

When setting up Xero or preparing your tax return, we may ask for a CSV file of your bank transactions.

This is because Xero pulls information directly from your bank and sometimes some or all of the information is missing. When this occurs we can add the missing transactions to Xero by importing a CSV file.

A CSV file can be downloaded from your internet banking. Each bank has a slightly different method for doing this.

Our handy guide below will help you to download a CSV file from your bank.

Our step by step guide for downloading a CSV file:

ASB:

1. Log into ASB Online Banking here
2. Go to the left-hand side of your screen and click “Search and Export”
3. Choose the account for which you want to export transactions
4. Select the date range for the transactions you want to export
5. Use the dropdown menu to choose the desired export format (e.g., CSV)
6. Click “Export”
7. Save the exported file
8. Email your Client Manager with the saved file attached

ANZ: 

1. Log in to ANZ Online Banking here
2. Navigate to the account you want to export transactions from
3. Click “Export”
4. Select the required date range
5. Choose the export format from the dropdown menu (e.g., CSV, QIF, or OFX)
6. Click the “Export” button
7. Save the exported file
8. Email your Client Manager with the saved file attached

BNZ:

1. Log in to BNZ Online Banking here
2.  Navigate to the account you want to export transactions from.
3. Click “Export” at the top right-hand side of the page
4. Select the export format from the dropdown menu (e.g., CSV)\
5. Choose the required date range
6. Click “Export”
7. Save the exported file
8. Email your Client Manager with the saved file attached

Kiwibank 

1. Log in to Kiwibank Online Banking here
2. Navigate to the account you want to export transactions from
3. Click on the “Search/export options” to expand
4. Choose the required date range
5. Select the export format from the dropdown menu (e.g., CSV)
6. Click the “Export” button
7. Save the exported file on your computer
8. Email your Client Manager with the saved file attached

Westpac: 

1. Log into Westpac Online Banking here
2. Navigate to the account you want to export transactions from
3. Select “Export Transactions”
4. Choose the required date range
5. Select the export format from the dropdown menu (e.g., CSV)
6. Click “Export”
7. Save the exported file
8. Email your Client Manager with the saved file attached

Who are Nexia New Zealand?

Nexia New Zealand is a leading full-service chartered accounting and business advisory consultancy firm, offering the full range of chartered accounting, business advisory, corporate advisory, tax, audit, liquidation and insolvency services. 

Nexia New Zealand has four offices throughout New Zealand: Victoria Street in Christchurch, Albany on Auckland’s North Shore, Newmarket in the Auckland CBD and Hastings in Hawke’s Bay.