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How to export your bank statement as CSV: every major UK bank
Updated 31 October 2026 · Rowclean
Every UK bank gives you PDF statements, but CSV or Excel exports vary a lot: some cap the rows, some only cover the last year, and some only offer CSV on business accounts. This table is built from each bank's own help pages.
| Bank | CSV / Excel export | Limit | PDF statements kept |
|---|---|---|---|
| Barclays | Desktop Online Banking only (third-party guides) | Recent months only | 7 years |
| Lloyds | CSV and QIF on Online for Business; personal format not named | Business search 12 months | 7 years online, 10+ in app |
| NatWest | "Export to Excel" from View transactions | Credit cards 3 months | 7 years |
| Santander | Excel, Quicken, PDF, Money; midata CSV | 600 transactions per download | 7 years |
| Nationwide | Download transactions; midata CSV | Transactions 15 months | 36 months |
| Monzo | PDF, CSV or QIF in the app | No stated limit | In app |
| Starling | CSV "transaction summary" (feed export) | Last 12 months | Monthly PDFs |
| Revolut | PDF or Excel (personal); CSV on business | One statement per currency | From account opening |
| TSB | Format not named by TSB | About 90 days or 150 rows (third-party guides) | Never deleted from Digital Inbox |
Sources: each bank's own help pages, checked October 2026. Rows marked "third-party guides" are not documented by the bank itself.
The pattern: statements outlive exports
PDF statements go back years (7 at Barclays, Lloyds, NatWest and Santander), while CSV exports are capped by months or rows. So for a year-end, a tax return, a new client's catch-up or a Making Tax Digital update, older periods usually mean working from PDFs.
CSV is not always a statement
- Starling says its CSV feed exports "are not verifiable statements".
- Third-party guides report TSB's CSV leaves out balances.
- Revolut and Nationwide split statements by account or currency, so one file per account.
Turning a PDF statement into CSV
Whatever the bank, check any conversion the same way: previous balance + money in − money out should equal the printed balance on every line. A missed or doubled row shows up immediately.
Rowclean turns it into a CSV in your browser (nothing is uploaded), shows every row with its page and line, and checks the running balance to the penny before you pay. £4 a statement, no subscription.
Convert a PDF statement to CSVQuestions
Can I download my bank statement as a CSV file?
Usually yes for recent transactions, from desktop online banking (Santander, NatWest, Nationwide, Monzo, Starling) or business banking (Lloyds). Older periods are normally PDF only.
How can I convert a bank statement to CSV format?
Export from online banking if the period is covered. Otherwise convert the PDF: Excel's Get Data › From PDF for simple layouts, or a statement converter that keeps rows together and checks the balance.
Which format do Xero and QuickBooks need?
Xero UK needs Date and a signed Amount; QuickBooks UK takes 3 or 4 columns with dd/mm/yyyy dates. See the Xero and QuickBooks guides.