How to Download a Bank Statement

A simple guide to downloading a bank statement from all of the major UK banks

By Elizabeth Page

When applying for a business loan, you’ll probably be asked to provide some supporting documents that will help a lender assess your eligibility for funding. One of the documents that most lenders request is a bank statement covering a specific period of time. Here at Fleximize, we only require a business to share its transaction history for the past three months.

The majority of lenders will ask for bank statements in PDF format because CSV files can be manipulated. However, it’s still worth checking which format a lender would prefer before sending your statement across. You can view PDF statements in Google Chrome and Firefox, or by installing Adobe Reader or a similar application. Alternatively, you can print and scan your statement before sending or uploading it.

Here’s how to download or print your bank statement from most UK current account providers.

Barclays Bank

Log in using your PINsentry or Mobile PINsentry.
On the homepage where your accounts are displayed, click ‘show my latest transactions’.
A small window will appear displaying your most recent transactions. At the bottom, it says ‘view all my transactions’. Click this.
There should now be a larger table displaying more of your transactions.
Select ‘Download all pdf’, which can be found on the right-hand side of the bar above the list of transactions.

Clydesdale Bank

Log in to internet banking.
You can view the last six months or 400 transactions for all of your accounts.
You can print a copy of your transactions by selecting ‘print’ in the top right-hand menu.

The Co-Operative Bank PLC

Log in to online banking.
Select ‘Statements’ and the relevant account from the left-hand menu.
Select a statement number, then click ‘Print’ at the top.
Right-click your statement and select ‘Save as PDF’.

Coventry Building Society

Log in to online banking.
Select your chosen account.
Click ‘Print’.
This will produce a PDF for you to download.

Tap away:

With online and mobile banking, you can download bank statements to support your business funding application wherever you are

First Direct

Log in to online banking.
Select the statement you wish to view.
Click ‘Print’ at the bottom of the screen.
Enter the dates you require (three months or six months).
Select ‘Print’ to open a preview.
To download, select PDF software and click ‘Save’.
To print, either click ‘Print’ or change the destination before printing

Halifax

Log in to Halifax online banking.
Select ‘View statement’ on the required account from the homepage.
Search your statement for any transaction in a three-month period.
You can export your statement, print it, or order a paper copy using the options at the bottom of the page.

HSBC

Log in to HSBC online banking.
Select your account.
Click ‘Previous Statements’ on the left and select a month.
Select ‘Print’ at the bottom, then ‘Save as PDF’.

Lloyds Bank

Log in to online banking.
Select ‘View statement’ on the account you’d like to view.
Print your statement, export it, or order a paper copy at the bottom of the page.

Metro Bank

Log in to online banking.
Select the account you wish to view.
You can download a copy of your latest statement at the top of the page.
Alternatively, set dates in ‘Search Transaction’ and select ‘Print Transactions’ below.

Save as:

A lender should tell you the format in which they'd prefer to receive your bank statement

NatWest

Log in to online banking.
Select ‘Statements’ on the left-hand side.
Click ‘View, save and print PDF statements and certificates of interest (up to seven years)’.
Select the relevant account to see available statements.
Select a statement from the list and click ‘View statement’ at bottom right.
Select ‘Download Statement (PDF)’.

Royal Bank of Scotland

Log in to Digital Banking.
Select ‘statements’ on left-hand side of the screen.
Click on ‘View statement PDFs and certificates of interest’.
Select an account from the list.
Choose the time period you’d like to view.
Your full statement for that period will be displayed.
To download the statement as a PDF, click ‘Download statement (PDF)’ at the top-left.
Select ‘Open’ when prompted.

Santander

Log in to Santander online banking.
Click on your required account.
Select ‘Statements & Documents’ from the left-hand menu.
Click ‘Go’ next to the statement you wish to print.
Your statement will open in a separate window.

These instructions are based on the banks’ websites at the time of publication. If the websites change, our instructions might not reflect the experience you’re having online. Please let us know if this happens, and we’ll be happy to make changes. Fleximize does not take responsibility for any loss or damage caused to any person relying on any statement or omission in these instructions.