How to download bank a statement online
If you use Online Banking, it’s the easiest way to get your bank statements ready to send to us.
What bank statements include
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:
Logo
Your bank's logo!
Name
Business name and registered address.
Bank details
Sort Code and Account Number (they may also include a BIC or IBAN).
Transactions
All transactions, with inflows, outflows and balance.
A note
NB: some banks also give you the option to ‘export transactions’ as a spreadsheet (.csv, .ofx, .ofc, .xls) — lenders will not accept these.
How to download a bank statement pdf
Downloading PDFs
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.
Login
Visit your bank's website. Log in to Online Banking/Digital Banking/Internet Banking/eBanking etc.
Visit statements
Click ‘statements’, ‘e-documents’, or ‘download’. Make sure you’ve selected the correct account. Choose a statement (or a date range).
Download
Choose the .pdf file format. Download. With some banks, instead of a ‘download’ option you have to choose ‘print’ and then select ‘Save as .PDF’. Repeat the steps to download multiple statements.
Emailing bank statements
.zip file
The best way is to create a .zip file — select all of the statements you want to zip, right click, and choose Windows or Mac.
Windows or Mac
For Windows: Send to > Compressed (zipped) folder. For 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.
