Send Us Bank Statements By Email

Send Us Bank Statements By Email

How To Send Us Your Bank Statements by Email

To help make it easier for you to send us your bank statements in an electronic format, we’ve put together some instructions from some of the major banks as to how to download your bank statements in .csv format so that you can send them to us as an Excel spreadsheet.  Please note that we cannot use PDF documents to extract the data from your bank statements, it must be in .csv or .ofx format.

Lloyds Bank

Go to the page where you can see all the transactions for the account you want to download the statements for. 

At the bottom of the page is an option to ‘Export’, click this and you get a pop-up screen called ‘Export Transactions’.  You can select either to download the screen (which in Lloyds is generally on a month by month basis), you can select this option and then select the format from the drop-down menu for ‘Internet banking text/spreadsheet (.CSV) and then click export.  This will load into a spreadsheet with all the transactions shown on screen, but may mean that you have to do this for every month of the year.

Alternatively you can use the option ‘Select a date range’ and choose your start and end dates (please note that Lloyds cap this at 150 transactions so please make sure that this covers the complete period you are requesting or transactions may be missing).  Select the format from the drop-down menu for ‘Internet banking text/spreadsheet (.CSV) and then click export. Again, you may have more than one download to do for a full year depending on how many transactions you have.

You will then be asked if you would like to open or save the document.  Select save, save it to your PC and then you have a file with all your bank statement transactions on ready to send to us by email.

Barclays

Go to the page where you can see all the transactions for the account you want to download the statements for. 

Go to the bottom of the page and you will see a box that say ‘Search for Transactions’, enter in the date range for the statements you want to see (e.g. if you have a year end of 31 March 2017 and want the full year’s transactions you enter 1 April 2016 in the ‘From’ box and 31 March 2017 in the ‘To’ box). 

Click ‘Search’ and it will bring up every transaction for the specified year.

Just above the ‘Search for Transactions’ is the option for ‘Export All’, click on this and select ‘Spreadsheet e.g. Excel’ from the options on the pop-up.

You will then be asked if you would like to open or save the document.  Select save, save it to your PC and then you have a file with all your bank statement transactions on ready to send to us by email.

NatWest

Go to the page where you can see all the transactions for the account you want to download the statements for. 

Click on ‘Download Options’, then select Microsoft Excel ‘(.CSV file)’

You will then be asked if you would like to open or save the document.  Select save, save it to your PC and then you have a file with all your bank statement transactions on ready to send to us by email.

HSBC

Go to the page where you can see all the transactions for the account you want to download the statements for. 

Click the button "View Recent Transactions"

At the bottom of the screen make sure "Transaction Download" (not PDF) is selected then use the "Select File Format"  list to select "Microsoft Excel Spread Sheet", (don't check "zip"), then click "Download" (save the file on your PC)

Now we can also download Previous Statements by clicking the red button “View Previous Statements" at the bottom of the screen.  Select a statement from the list.

Use the "Download" button (bottom of screen) after selecting "Excel" from the "File Format" list and save to your computer.

Click "Next" or "Previous Statement" and repeat for each statement, when you have the statements that you want, email them into us.

Halifax

On your account homepage, select view statement on the account you want to export the statement for. At the bottom of your statement select the Export link. This will open the export statement options.

You have the option to either export the current view of the statement or export a statement from a specific date range.

If you want to export the view of the statement that currently appears on your Online Banking select the option ’Current view of statement’. Pick your preferred format for the statement and select the Export button.

If you want to export a statement from a specific period of time you need to choose the ’Between’ dates. Select the date range making sure the dates are not more than three months apart. Finally pick your preferred format and select the Export button.

Santander

You can find the option to download transactions under 'My Accounts & Transactions', and then 'View Transactions'.

You can choose either to download all available transactions in a date-range that you specify, or simply download any transactions since you last downloaded.

Please note: the number of transactions that you can download in a single file is limited to 600 on a Santander Business banking and Personal account.  If there are more transactions than the limits above in your chosen date-range, try breaking down the date-range and downloading less than the allowed number. 

 

You will then be asked if you would like to open or save the document.  Select save, save it to your PC and then you have a file with all your bank statement transactions on ready to send to us by email.