How to: Download bank statements from your bank

If you've never had to download your bank transactions from your bank before, it can be daunting and difficult however, we're here to offer a little bit of guidance.

You need to use your Online Banking from a web browser, not your mobile app.

Have a look for your bank below and follow the instructions. Alternatively, you can search Google for instructions on how to download your transactions as a PDF file or, visit your bank branch for a printed copy.

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

LLoyds Bank
  • Login to online banking
  • Select ‘View statement’ on the account you want to view from your account homepage.
  • You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page.
Santander UK PLC
  • Login to online banking
  • Click on the specific account
  • Click the Statements & Documents link from the left-hand menu.
  • The Statements & Documents page will display.
  • Click Go next to the statement you wish to print, your statement will open in a separate window. - SAVE THIS DOCUMENT

Natwest
  • Log in to online banking
  • Statements section on left hand side
  • Click View, save and print PDF statements and certificates of interest (up to seven years)
  • Select an account from the list to see available statements.
  • Select a statement from the list to view
  • Click view statement at bottom right
  • Download Statement (PDF)
TSB Bank PLC
  • Log in, then select your account.
  • Select Print at the bottom of the screen to open a new window.
  • Select Print again, and Save as PDF.
Barclays Bank PLC
  • Log into your bank online - you will then be taken to your homepage displaying your account(s)
  • Click ‘show my latest transactions’
  • 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.
  • You will then be taken to a larger table displaying a larger number of your transactions
  • 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

See more from Barclays Here

The Royal Bank of Scotland PLC
  • Log in to Digital Banking
  • Once you’re logged in, select ‘statements’ from the options on the left of the screen.
  • Click on ‘view statement PDFs and certificates of interest’
  • Choose an account from the list
  • Choose a time period to view
  • Your full statement from that period will be displayed.
  • To download it as a PDF, simply click on the ‘Download statement (PDF)’ link at the top left
  • When prompted , select ‘open’
HSBC Bank PLC
  • Log in, then select your account.
  • Click ‘Previous Statements’ from the left panel, and select a month.
  • Select Print from the bottom, then Save as PDF

See more from HSBC Bank UK

First Direct
  • Log in to online banking
  • View your statements, and select Print at the bottom of the screen.
  • Enter your dates required (three or six months), and select Print again to open a preview.
  • You can either change the destination or select PDF software, and use ‘Print’ or ‘Save’ as required.
Nationwide Building Society
  • Log in and select your account.
  • Select ‘Statement’ on the left of the screen, and ‘Archive’.
  • Your statements will be now be listed and available to view, save and print in PDF.
Metro Bank PLC
  • Log in to your online banking and select an account to view.
  • Download a copy of your latest statement from the top panel, or set dates in the ‘Search Transaction’ and select ‘Print Transactions’ below.

See more from Metro Bank

The Co-operative Bank PLC
  • Log in to your online banking.
  • Select Statements from the left menu and the required account.
  • Select a statement number, followed by ‘Print’ at the top.
  • Now, right-click your statement and choose to save as a PDF.
Clydesdale Bank PLC
  • Log in to Internet Banking
  • You can view the last six months or four hundred transactions, whichever is the lesser, for your current and savings accounts within Internet Banking.
  • You are also able to print a copy of your transactions by selecting the print option in the top right hand menu then save the file that opens.
Tesco Bank
  • Log in to online banking or your mobile app and select the account you wish to view.
  • Select ‘View your Statements’ from the right panel.
  • Set the dates you require, and access the PDFs from the main window.
  • Mobile: access PDFs by pulling down on the transaction screen.
Sainsbury's Bank
  • Log in to online banking to see your Account Summary
  • Next to each account there’s an 'options' drop-down menu - use this to access all your account management tools and view your statements.

These instructions are provided to offer a brief guide and are based on the current account providers' websites at the time of publication. These websites and the user interfaces may change so, if you notice that our instructions don’t quite match up to the experience you’re having online, please do let us know - we’ll be happy to make changes to this list! Please note that Discovery Credit Union does not take responsibility for any loss or damage caused to any person relying on any statement or omission in these instructions.