Blog · United Kingdom

Guides for accountants

Practical guides on converting bank statements to Excel for bookkeeping in the United Kingdom.

How to download an HSBC UK bank statement

HSBC UK statements: the Statements link in online banking, the PDF, the 6 years HSBC UK says you can view, and the Excel (xls) or csv from the transactions list.

10 October 20265 min

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How to download a Lloyds Bank statement

Lloyds Bank statements: the app’s three-dot menu, Statement options in online banking, 7 years online, at least ten in the app, and the business CSV or QIF export.

10 October 2026

035 min

How to download a Barclays bank statement

Barclays Online Statements: My Barclays documents, the PDF icon that saves a statement, 7 years online or 5 once an account is closed, and copies from July 2013.

10 October 2026

045 min

How to download a NatWest bank statement

NatWest statements: the Statements & transactions route, 7 years of PDFs, 12 months a search in the app, the Excel export and what NatWest says about midata.

10 October 2026

055 min

How to download a Santander UK bank statement

Santander UK statements: Mailbox, then Statements and documents, the last 7 years, no watermark, and the 12-month midata file that leaves out personal details.

10 October 2026

065 min

How to download a Nationwide bank statement

Nationwide statements: the Documents tab, 36 months of PDF statements against 15 months of transactions, and the 5 and 6 years HMRC says to keep records.

10 October 2026

074 min

How to download a Monzo bank statement

Monzo bank statements: the route from Home to Bank statements, the choice of PDF, CSV or QIF, Pots, and the statement Monzo sends when an account is closed.

10 October 2026

084 min

How to download a Starling Bank statement

Starling Bank statements: Statement history in the app, PDF or Large print PDF, the True Copy stamp from August 2026, and the 12-month transaction summary.

10 October 2026

097 min

UK bank statements to Excel

What HSBC UK, Lloyds Bank, Barclays, NatWest and six other UK banks say about their statements, quoted, with links to the 10 that have an ExtractPro page.

10 October 2026

105 min

Import a bank statement into Xero in the UK

Xero takes PDF statement imports only in Canada and the US, and UK feeds ask for re-authentication every 90 days. The CSV Xero asks for and the ExtractPro options.

10 October 2026

115 min

Import a bank statement into QuickBooks Online UK

QuickBooks Online UK says PDF statements must be converted and asks for a CSV in a 3-column or 4-column layout. The ExtractPro options for the 3-column file.

10 October 2026

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