Statements

Import and categorise your bank transactions

Why this page exists

Ever tried to figure out where your money went by scrolling back through months of transactions on a bank app, squinting at merchant codes, and manually tallying up totals in your head? That's not analysis — that's punishment. Upload your CSV here and Meridian does the hard yaka: categorises every transaction, totals it up, and hands it back to you as something you can actually read.

Getting the file from your bank

Every bank is slightly different. Click 'How to export from your bank' just below the upload area for a step-by-step walkthrough for NAB, CBA, ANZ, ING, Westpac, and Amex — including the exact menus and gotchas for each one.

Credit cards & flip signs

Most Aussie banks export credit card charges as negative numbers — leave 'flip signs' unchecked and Meridian handles it. Amex is the exception: their exports come through as positive, so tick 'flip signs' for Amex files. If your spending totals look wildly wrong after upload, this is the first thing to check.

Re-uploading is always safe

Already imported January and want to add February without starting over? Just upload the new file on top. Meridian fingerprints every transaction and silently skips anything it's already seen — no duplicates, no drama.

Correcting a category

Meridian put your Uber Eats under Transport instead of Dining. Happens — merchant codes aren't always obvious. Click the category pill on any row and reassign it. Do it a handful of times for the same merchant and Meridian quietly learns the pattern so you won't have to fix it again.

Export for your accountant

Tax time coming up? Hit 'Export CSV' in the transaction toolbar to pull a clean, filtered extract — filter by date range, category, or account first. Your accountant will appreciate not having to work from 12 separate bank PDF statements.

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Statements

Import and categorise your bank transactions

Why this page exists

Getting the file from your bank

Credit cards & flip signs

Re-uploading is always safe

Correcting a category

Export for your accountant

Tap the handle to expand · tap outside to close

Statements

Import CSV exports from your bank or credit card, or upload super/investment PDFs.

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Use transaction summaries, not PDF statements

Log in to internet banking → select your account → Transactions → Custom date range → export as CSV. The PDF statement is formatted for humans, not for import. For the deepest insights, set the start date to 1 July (start of the financial year).

Import Statement

ANZ, NAB, CBA, ING, Amex, Westpac · duplicates auto-skipped

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Import Super / Investment PDF Statement

Upload a digital PDF from your super fund or investment platform. Extracts balance, contributions, and return data as a portfolio snapshot.

Statement type

Link to account (optional)

PDF file

No transactions imported yet for this month.