Your year of statements, ready for your tax return
Whether you file one Self Assessment a year or quarterly MTD updates from April 2026, the raw material is the same: bank statements that must become accurate, filterable figures.
The shape of the work
- One or two accounts, twelve statements a year, and a deadline.
- Business and personal spending often share an account, so you need every row visible to split them.
- You already have app access, which means your bank's own CSV export may cover you without any converter.
- HMRC expects you to keep the records behind your figures for years after filing.
How the converter fits it
- Free unlimited previews mean you can convert and check your entire year before paying for the exports you keep.
- Verification catches the classic solo mistakes: a missing month, a duplicated statement, a misread amount.
- Ten exports for £9 covers most sole traders' annual statement work, without a subscription you would forget to cancel.
- Your statements stay on your machine, which is exactly where financial records you are legally keeping should stay.
What it will not do for you
- If you can export CSV from your banking app, do that first; the guide below shows each bank's route, and you may not need this tool at all.
- No expense categorisation and no tax calculation; those belong to you, your accountant, or your tax software.
- Only digital PDFs from the seven certified banks convert; paper statements you have photographed will be refused.