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HOw to download a bank statement as a csv file on my computer?

Posted by AbiKat AbiKat
Message 1 of 5 95 Views

HOw to download a bank statement as a csv file on my computer?

 

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Re: HOw to download a bank statement as a csv file on my computer?

Posted by LyndsC LyndsC
Message 2 of 5 91 Views

Hi @AbiKat, our statements are issued as PDF files, however you can download your transaction listing as a CSV by scrolling to the bottom of the page and selecting "export as CSV file". Thanks

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Re: HOw to download a bank statement as a csv file on my computer?

Posted by AbiKat AbiKat
Message 3 of 5 89 Views

Thanks Lynds, but the statement I am wanting to download as a .csv file is backdated to 2016 and in the online statement format, I see no option to export?  Thanks

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Re: HOw to download a bank statement as a csv file on my computer?

Posted by LyndsC LyndsC
Message 4 of 5 85 Views

As the eStatements are created as PDF files @AbiKat, it's not possible to export this as a CSV file.

If you select "Account information" and then "Transaction search" from the left hand menu, you will be able to search for transactions as far as 01/01/2015.

To Do this you would need to select account you'd like the listing for and then "Custom date rang" from the drop down box and enter the dates you require. This will then allow you to export this as a CSV file.

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Re: HOw to download a bank statement as a csv file on my computer?

Posted by AbiKat AbiKat
Message 5 of 5 56 Views

Thanks I'll try it out now

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