BankStatementStatement field notes
Start with your bank. Choose the right file.
Find the document your bank already provides, understand what it contains, and keep a clear trail from statement to spreadsheet.
United States
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Chase
Find Chase PDF statements, distinguish personal records from commercial CSV exports, and review account scope, statement cycles and spreadsheet totals.
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Bank of America
Download Bank of America statements, separate linked account sections, and preserve check references when preparing a reviewable Excel or CSV table.
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Wells Fargo
Choose Wells Fargo PDF statements or native spreadsheet downloads, then check posted dates, combined account sections and the selected history range.
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Citi
Identify Citi consumer or commercial card statements, choose the supported download, and keep billed activity, payments and card balances distinct.
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U.S. Bank
Use U.S. Bank’s website transaction download or PDF statements, check the available history, and preserve account, check and document references in Excel.
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PNC
Find PNC statement PDFs, distinguish consumer documents from BusinessOptions card exports, and review check evidence and account periods in Excel.
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Truist
Locate Truist statements, distinguish document permissions from account access, and review consolidated records and product-specific history in Excel.
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Capital One
Find Capital One bank statements, distinguish transaction history from account verification, and review combined accounts and savings statement periods.
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TD Bank US
Find TD Bank US online statements, distinguish posted records from pending activity, and check the scope of personal and business downloads for Excel.
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BMO US
Use BMO US Digital Banking for statement records, distinguish paperless enrollment from electronic consent, and review combined accounts in Excel.
United Kingdom
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HSBC UK
Find HSBC UK statement PDFs and native XLS or CSV transaction downloads, check filters, and preserve account and statement-period boundaries in Excel.
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Barclays UK
Locate Barclays UK statements in the app or Online Banking, save the issued PDF, and check account scope, page boundaries and transaction references.
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Lloyds Bank
Download Lloyds Bank personal statements or scoped Online for Business exports, then check statement periods, CSV row limits and repeated boundaries.
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NatWest
Find NatWest statement PDFs, use the documented business transaction download, and check CSV delimiters, filters and statement-period completeness.
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Santander UK
Download Santander UK statement PDFs, distinguish midata from a full review export, and check transaction limits, account scope and spreadsheet dates.
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Nationwide
Get Nationwide statement PDFs, understand the delayed and masked midata comparison export, and prepare an Excel review with complete period coverage.
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Monzo
Download Monzo PDF, CSV or QIF statements from the app, distinguish main-account and Pot activity, and review transfers without counting them as spending.
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Starling Bank
Distinguish Starling monthly PDF statements from custom CSV transaction summaries, check account-product guidance, and prepare a traceable Excel review.
Australia
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Commonwealth Bank
Get CommBank statements and native NetBank CSV data, account for changed export formats, and check row limits, debit signs and Australian date parsing.
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Westpac
Download Westpac eStatements or native transaction exports, choose the date format deliberately, and distinguish account activity from tax-organiser subsets.
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NAB
Choose NAB account statements or recent transaction reports, distinguish interest summaries from account rows, and check NAB Connect export filters.
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ANZ Australia
Download ANZ Australia statements or native transaction files, distinguish processed and transaction dates, and check open-account export coverage.
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Macquarie
Use Macquarie Business Online PDF and CSV downloads, retain balances that CSV omits, and review account selection, facilities and generated statement periods.
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Bendigo Bank
Download Bendigo Bank native transaction files or eStatement PDFs, choose standard versus extended CSV, and review history limits and pending activity.
Switzerland
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UBS Switzerland
Locate UBS Switzerland account statements, distinguish them from tax and asset reports, and preserve currency, account scope and source dates in Excel.
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Raiffeisen Switzerland
Download Raiffeisen Switzerland account data as Excel CSV or ISO XML, retain the PDF record, and check preview counts, account scope and booking details.
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Zürcher Kantonalbank
Review ZKB statement downloads, distinguish ordinary account CSV from Dataset and ISO reports, and avoid duplicate files caused by changing document names.
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PostFinance
Find PostFinance account statements, distinguish tax documents and structured account reporting, and keep message scope and currencies clear in Excel.
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Banque Cantonale Vaudoise
Find BCV account statement PDFs in BCV-net, distinguish debit notices and tax records, and understand when structured CAMT reporting can replace extraction.
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Migros Bank
Create a Migros Bank PDF or CSV account export, distinguish it from issued e-documents, and verify account, date range and number parsing in Excel.
BankStatementScan is in preparation. These guides help you work with your existing banking tools; conversion of your files is not available here.