How to download bank statements

How to download bank statements

If you use Online Banking, it’s the easiest way to get your bank statements ready to send to us. Bank statements will normally include:

• Your bank’s logo!

• Business name and registered address

• Sort Code and Account Number (they may also include a BIC or IBAN)

• All transactions, with inflows, outflows and balance

NB: some banks also give you the option to ‘export transactions’ as a spreadsheet (.csv, .ofx, .ofc, .xls) — lenders will not accept these.

Step-by-step guide to downloading bank statements

It doesn’t matter who you bank with — if you’re using online banking, you can download PDF statements. While each bank uses slightly different words, the process is basically the same.

You need to make sure you’ve got the correct account, the right date range, and all transactions included. Here’s what to do:

1. Visit your bank’s website

2. Log in to Online Banking/Digital Banking/Internet Banking/eBanking etc.

3. Click ‘statements’, ‘e-documents’, or ‘download’

4. Make sure you’ve selected the correct account

5. Choose a statement (or a date range)

6. Choose the .pdf file format

7. Download*

8. Repeat the steps to download multiple statements

* With some banks, instead of a ‘download’ option you have to choose ‘print’ and then select ‘Save as .PDF’

Emailing bank statements

The best way is to create a .zip file — select all of the statements you want to zip, right click, and choose one of the following:

Windows

Send to > Compressed (zipped) folder

Mac

Compress [x] items

This should create one .zip file which contains all the .pdf statements, which you can add as an attachment to an email.

If you have any issues, get in touch with your Business Finance Specialist and they’ll be happy to help.