How to download statements from every certified UK bank

Every conversion starts with getting a proper digital PDF out of the bank. "How to download a Monzo statement", "NatWest statement in Excel", and their siblings are among the most-searched statement queries in the UK, so here is the whole answer in one place: the official route for each bank this site certifies, what formats the bank itself offers, and when you do not need a converter at all.

One rule before the list: always use the bank's own PDF download. Print-to-PDF, screenshots, and scans produce files with a broken or missing text layer that no honest tool should convert; check any doubtful file with the free text-layer checker.

Monzo

In the app: Home, tap the three dots under your card, then Bank Statements, choose the date range and format. Monzo exports PDF, CSV, and QIF directly, per its own help pages. If you have app access, take the CSV and skip conversion entirely; the converter exists for the usual bookkeeping case where a client sends only the PDF.

Starling

Statements live in the app and web banking under the account's Statements section, with monthly and custom ranges, downloadable as PDF or CSV per Starling's statements feature page. Same advice: CSV if you can, PDF conversion when that is all you were given.

Revolut

In the app: Home, Accounts, select the currency, More, then Statement. Statements are per currency; only the GBP personal statement layout is certified here.

Barclays

Online banking and the app both offer PDF statement downloads under Statements. Get the original PDF from Barclays itself, not a re-saved copy from an email chain; re-saved files are the most common cause of refused Barclays conversions.

Lloyds

View or download statements from online banking ("More Actions", then Statements) or the app. Lloyds also offers a Midata export of recent transactions from Account Services, which some spreadsheets and comparison services read directly; for full statement history, the PDF plus conversion remains the reliable route.

NatWest

Online banking exports transactions directly as CSV, Excel, or Sage-compatible OFX from Statements & transactions, per NatWest's help pages. If you have login access, that export beats converting a PDF. The NatWest parser is for the received-PDF case, and handles its quirks: dates without years and balances printed only at day end.

first direct

Online banking and the app hold up to six years of PDF statements ("statements" from the account menu), plus a midata download for recent transactions. PDFs convert via the first direct page; note that HSBC-branded statements are a different layout and are refused separately.

If you cannot get any of these

A client who cannot use online banking can request paper statements from any of these banks, but a scanned paper statement will be refused by this converter by design; the scan destroys the text layer that verification depends on. The honest options are the bank's own digital PDF, the bank's own CSV, or manual entry checked with the balance checker.

Bank procedures summarised from each bank's own published help pages, checked 16 July 2026. Banks change their apps often; if a path above has moved, the in-app search for "statements" finds the current one.