How-to

How to export your bank statements as CSV (UK banks)

8 min read · Updated for 2026 apps and web portals

Every major UK bank lets you export your transactions as a CSV file - they just bury the option in different places. Once you've got the CSV, Excelergy Budget will read it in 30 seconds: drop it on the Track page, map the columns, and you're done.

This guide covers the steps for the most common UK banks. Most paths require the web app (not mobile), because most banks' mobile apps only let you download PDFs.

Monzo

Monzo is mobile-only - there's no web banking. You'll need the iOS or Android app:

1. Open the Monzo app and tap the account you want to export.
2. Tap the Statements option (under account settings, sometimes labelled "Get account info").
3. Choose the date range, then select CSV as the format.
4. Tap Send to email - Monzo emails the CSV to the address on your account. Save the attachment to OneDrive or your computer, then drop it onto the Track page.

Monzo CSVs include payment-type codes in the description, so the Type column auto-fills on import.

Starling

1. Log in to Starling online banking (or use the mobile app, which has the same option).
2. Select the account → Statements.
3. Pick the date range. Choose CSV.
4. Click Download.

HSBC

1. Log into HSBC online banking.
2. Pick the account, then click Transactions / Statements (or "View statements").
3. Set the date range you want.
4. Click Download and choose CSV.

First Direct

Same process as HSBC (same parent). Log in to First Direct online banking, then Account view → Statements → choose date range → Download CSV.

Barclays

1. Log into Barclays online banking.
2. Open the account → Statements & documents.
3. Click Download transactions.
4. Pick CSV and the date range, then download.

Lloyds, Halifax & Bank of Scotland

Same group, same flow:

1. Log in to your online banking (Lloyds, Halifax, or Bank of Scotland).
2. Pick the account → View statements → Search transactions.
3. Set your date range, then Export → CSV (Excel).

NatWest & Royal Bank of Scotland

1. Log into NatWest or RBS online banking.
2. Select the account → Statements.
3. Choose Download a copy or Export.
4. Pick CSV as the file type and download.

Nationwide

1. Log into Nationwide online banking.
2. Open the account → View statements.
3. Choose the date range, then Download → CSV.

Santander

1. Log into Santander online banking.
2. Account list → click your account → Search or Transactions.
3. Set the date range, then Export → CSV.

Chase UK

1. Open the Chase mobile app.
2. Account → Statements.
3. Pick the month, then Share → Download as CSV.

What about credit cards?

Credit card portals (Barclaycard, MBNA, Capital One, American Express, etc.) all support CSV export from the same "Statements" or "Search transactions" section. The flow is identical: pick a date range, choose CSV, download.

What if my bank only offers PDF?

A few smaller banks or older online portals only offer PDF statements. Two options:

• Switch the export format inside the same page - some banks default to PDF but offer CSV/Excel under "more options" or a dropdown. Look carefully.
• Ask your bank - chat support can usually point you to the right section. CSV export is a universal feature in 2026.

Excelergy doesn't parse PDF statements - that path is unreliable enough that we'd rather you spend two minutes finding the CSV than ten minutes fixing a broken parse.

Once you've got the CSV

Drop it onto the Track page. The column mapper picks sensible defaults - date column, description column, amount column. Confirm the date format (UK by default), give the import a name (e.g. "HSBC Current"), and click Import.

Duplicate transactions from overlapping date ranges are auto-skipped - you can safely import the same statement twice without doubling up.