Connecting to Google Drive…
FOR AUSTRALIAN SOLE TRADERS
Turn your bank statements into a BAS-ready report in an afternoon
Import your bank CSV, categorise your transactions, attach your receipts, and hand your accountant an Excel they can actually use. Everything runs in your browser and nothing leaves your computer.
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Auto-categorise
Categorise one transaction and the rest of that merchant gets filled in. It remembers what you do.
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Receipt matching
Drop your PDFs in and it pulls out the amount, date and merchant, then matches them to your transactions.
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BAS-ready reports
GST on sales and purchases totalled up by quarter. Export an Excel your accountant can open straight away.
How it works
1
Upload CSV
Export from ANZ, Westpac, CBA, NAB or most other AU banks
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2
Categorise
Set it once and matching merchants get the same category
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3
Export
Download a BAS summary, P&L and full transaction list for your accountant
✓ No credit card
✓ No installation
✓ Export anytime
Connects to your Google Drive so your data stays in your own account, not ours.
🔒 No tracking, no ads, nothing stored on our servers. Built by an Australian sole trader who got sick of doing this in spreadsheets.
How to export your bank CSV
💡 Always set a custom date range before exporting — most banks default to only 30–90 days.
- Log in to NetBank at netbank.com.au (desktop or app)
- Click on your account
- Click the Export button (top right of transaction list)
- Select CSV as the file format
- Set your date range — choose the full financial year or a custom range
- Click Export
⚠️ Limit: ~600 transactions per export. If you have a busy account, export in 3-month chunks.
- Log in at anz.com.au/internet-banking
- Click on your account from the account list
- Click the Export button near the transaction list
- Set your date range (up to 24 months back) — don't leave it on the default short range
- Select CSV or Excel format
- Click Export / Download
⚠️ Default view may only show recent transactions — always set the date range manually.
- Log in at westpac.com.au — must use a desktop browser, not mobile
- Go to My accounts and click on your account
- Click Account Activity
- Click Export (top right)
- Set your date range (up to ~18 months)
- Choose CSV format and download
⚠️ Export is not available on the Westpac mobile app — use a computer.
- Log in to NAB Internet Banking at ib.nab.com.au
- Open the Accounts menu and select Transaction history
- Select your account (by default it shows only 30 days)
- Click Filters and set a custom date range (up to 2 years / 731 days)
- Click Export (top right) and choose Spreadsheet (CSV) format
⚠️ Default is only 30 days — you must manually set the date range or you'll miss most transactions.
- Log in at online.macquarie.com.au — must use desktop, not the mobile app
- Select Accounts from the side menu
- Click on your account
- Use the date filter to set your desired date range
- Scroll down to load all transactions in that range — only what's visible on screen gets exported
- Once all transactions are loaded, click the download arrow (top right) and select CSV
⚠️ Critical: Macquarie only exports what's currently visible on screen. Scroll down to load all transactions before clicking download.
- Log in at ing.com.au
- Select your account and go to Transaction History
- Click Show more options (this reveals the date range filter — easy to miss)
- Set your From and To dates for the range you want
- Click the Download icon on the Transactions tab
- Select your date period and choose CSV
⚠️ The date range is hidden behind "Show more options" — if you skip this step you'll only get a short default period.
CASH FLOW
$0.00
Net over last 5 months
Income
Expenses
EXPENSES
$0.00
PROFIT AND LOSS
$0.00
$0 Revenue
$0 Expenses
0 business transactions
📋 BAS Summary
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⚠ GST estimates only (1/11th of GST-inclusive amounts). 1A = GST collected on sales, 1B = GST paid on purchases. Personal transactions excluded. Confirm with your accountant before lodging BAS.
💰 Profit & Loss
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Personal transactions excluded. This is not audited financial reporting — confirm with your accountant.
📄 Invoices
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Outstanding
$0.00
Overdue
$0.00
Paid this FY
$0.00
No invoices yet
| # | Client | Date | Due | Total | Status |
|---|
No invoices yet — create your first one above.
Invoice totals are separate from your transaction list and BAS — import payments when they arrive in your bank statement.
📈 Daily Analytics
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Expenditure (incl. GST)
Income (credits)
| Date | Description | Amount | B / P | GST? | GST Est. | Category | Receipt | Notes |
|---|