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Bank Statements

Download Bank Statements

In this digital age, managing your finances has never been easier. Most banks now offer online banking services, allowing you to access your account, check your balance, and even download your bank statements from the comfort of your home. In this comprehensive guide, we will walk you through the process of downloading your bank statement, ensuring you can keep track of your finances effortlessly.

Why downloading your Bank Statement is important

Before we delve into the steps, let's understand the significance of downloading your bank statement:

  1. Budgeting: Your bank statement provides a detailed summary of your income and expenditures, helping you create an effective budget.
  2. Financial Planning: It is essential for tax filings, loan applications, and other financial planning activities.
  3. Security: Downloading your statement allows you to keep a copy for your records, ensuring you have access to your financial information even if your online account faces issues.
  4. Dispute Resolution: In case of any discrepancies or unauthorized transactions, having your bank statement downloaded can serve as crucial evidence.
Steps to download your Bank Statement

Note: The steps mentioned here are generic and may vary slightly based on your bank's online banking interface. We have listed below some individual processes on how to download a statement.

  1. Log into Your Online Banking Account
  2. Locate the 'Account' or 'Statements' Section
  3. Select the Desired Account and Time Period
  4. Choose the Download Option
  5. Verify and Save the Downloaded Statement

To see how to download statements at you bank click on their logo below.

Information correct as of 05/10/23.

Aldermore Bank
  1. If you opened an account online, you can log into your account to view and print a statement at any tine. Statements will be sent to you via secure message as PDF files that you can download, save or print.

Barclays Bank
  1. Log in your bank online.
  2. Click ‘show my latest transactions’.
  3. Once you have clicked this a small window will appear showing a few recent transactions, at the bottom of the small window, you will be able to see blue words that say ‘view all my transactions’, click this.
  4. You will then be taken to a larger table displaying a larger number of your transactions.
  5. On the subheading bar above the list of your transactions you will be able to see ‘download all pdf’ which is on the right hand side, select that.

Co-Operative Bank
  1. Login to online bank banking.
  2. To view your statements, select ‘View Statement’ on the account you want to view from your account homepage.
  3. You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page.

Coventry
  1. If you opened an account online, you can log into your account to view and print a statement at any tine. Statements will be sent to you via secure message as PDF files that you can download, save or print.

First Direct
  1. Log in to online banking.
  2. View your statements and select Print at the bottom of the screen.
  3. Enter your dates required (three or six months) and select Print again to open a preview.
  4. You can either change the destination or select PDF software, and use ‘Print’ or ‘Save’ as required.

Halifax
  1. Login to online banking.
  2. Select ‘View Statement’ on the account you want to view from your account homepage.
  3. You’ll see your current balance, available funds and transaction history.
  4. Search your statement history for any transaction in a three month period.
  5. You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page.

HSBC
  1. Log in, then select your account.
  2. Click ‘previous statements’ from the left panel and select a month.
  3. Select Print from the bottom, then Save as PDF.

Lloyds Bank
  1. Login to online bank banking.
  2. To view your statements, select ‘View Statement’ on the account you want to view from your account homepage.
  3. You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page.

Metro Bank
  1. Log in to your online banking and select an account to view.
  2. Download a copy of your latest statement from the top panel or set dates in the ‘Search Transaction’ and select ‘Print Transaction’ below.

Monzo Bank
  1. Tap the Home icon in the menu bar.
  2. Tap Manage to the right of your transaction feed.
  3. Tap Bank statements.
  4. Select the date range you’d like.
  5. Select the the format you’d like the document in, select PDF.

Nationwide
  1. Log in and select your account.
  2. Select ‘Statement’ on the left of the screen and then select ‘Archive’.
  3. Your statements will now be listed and available to view, save and print in PDF.

NatWest
  1. Login to online banking.
  2. Statements section on left hand side.
  3. Click View, save and print PDF statements and certificates of interest (up to seven years).
  4. Select an account from the list to see available statements.
  5. Select a statement from the list to view.
  6. Click view statement at bottom right.
  7. Download statement (PDF).

Royal Bank of Scotland
  1. Log in to Digital Banking.
  2. Once you’re logged in, select ‘statements’ from the options on the left of the screen.
  3. Click on ‘view statements PDFs and certificates of interest’.
  4. Choose an account from the list.
  5. Choose a time period to view.
  6. Your full statement from that period will be displayed.
  7. To download it as a PDF, simply click on the ‘Download statement (PDF)’ link at the top left.
  8. When prompted, select ‘open’.

Sainsbury Bank
  1. Log in to online banking to see your Account Summary.
  2. Next to each account, there’s an ‘options’ drop down menu – use this to access all of your account managements tolls and view your statements.

Santander
  1. Log in, then select your account.
  2. Select print at the bottom of the screen to open a new window.
  3. Select print again, and Save as PDF.

Click Go next to the statement you wish to print, your statement will open in a separate window.

Starling Bank
  1. Login to online banking.
  2. Click on the specific account.
  3. Click the Statements & Documents link from the left-hand menu.
  4. The Statements & Documents page will display.

Tesco Bank
  1. Log in to online banking.
  2. Tap the top right icon in the app to open the account menu.
  3. Tap on ‘Statements’ then ‘Statement History’ and select a date range.
  4. Select the option to export in PDF format, you can choose whether you’d like it as a ‘Certified’ or ‘Standard’ statement.

TSB
  1. Log in to online banking and select the account you wish to view.
  2. Select ‘View your Statements’ from the right panel.
  3. Select the dates you require and access the PDFs from the main window.
  4. On mobile, access PDFs by pulling down on the transaction screen.

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