🇬🇧 united kingdom

UK bank statement to CSV or Excel

Step-by-step guides for every major UK bank — high street, challengers, and fintechs. Drop the PDF, get a clean spreadsheet. No upload, no signup, no row limit.

GDPR-safe
Your PDF never leaves your device. Nothing uploaded, nothing logged.
HMRC-ready
CSV in the exact shape Self Assessment and MTD bookkeeping tools expect.
Multi-currency
GBP, EUR, USD, and Revolut FX all preserved on export.

UK bank guides

Per-bank export steps, format quirks, and FAQs.

Other UK banks — universal converter

Dedicated guide not up yet? The universal converter parses text-based PDFs from virtually every UK institution.

Lloyds
NatWest
Santander UK
Halifax
Nationwide
Chase UK
First Direct
Metro Bank
TSB
Co-operative Bank
Wise
Tide
Monese
Atom Bank
Virgin Money
Bank of Scotland
Open the universal converter

Why UK users convert PDFs to CSV

Self Assessment & MTD
HMRC's Making Tax Digital requires digital record-keeping. CSV imports straight into FreeAgent, Xero, QuickBooks, and Sage.
Mortgage & visa applications
Lenders and the Home Office want spreadsheet-ready transaction history. CSV beats a 40-page PDF every time.
Limited company bookkeeping
Monzo Business, Starling Business, Tide, and Revolut Business statements all reconcile faster as CSV.
Personal budgeting
Drop a year of statements into Excel or Google Sheets and build the budget pivot you've been meaning to.

Related tools

FAQ

Which UK banks does this work with?+

Every major UK bank that issues text-based PDF statements — HSBC, Barclays, Lloyds, NatWest, Santander UK, Halifax, Nationwide, Monzo, Starling, Revolut, Wise, Chase UK, First Direct, Metro Bank, and most building societies. Dedicated guides exist for HSBC, Barclays, Monzo, Starling, and Revolut.

Is it HMRC-friendly for Self Assessment?+

Yes. The CSV export preserves transaction date, description, amount, and running balance — the exact fields HMRC and your accountant need for Self Assessment or Making Tax Digital. The data never leaves your device.

Does it handle GBP, EUR, and USD accounts?+

Yes. Multi-currency statements from Revolut, Starling, Wise, and HSBC Global Money all parse correctly. Original currency, FX rate, and converted amount are preserved on export.

Will it work with my Barclaycard or Amex UK statement?+

Yes. UK credit card PDFs (Barclaycard, Amex UK, NatWest Reward, Halifax Clarity, John Lewis Partnership) parse with the same one-click flow as current accounts.