How to import a UK bank statement into Google Sheets: CSV downloads, bank by bank

The short answer

1. Download your transactions from your bank as a CSV (comma-separated values) file, if your bank offers one. The table below shows which banks say so.
2. In Google Sheets, choose File, then Import, upload the file and pick where to put it.
3. Check the dates and amounts before you trust any totals.

If your bank only gives you a PDF statement, Google’s own list of importable file types (.xls, .xlsx, .xlsm, .xlt, .xltx, .xltm, .ods, .csv, .txt, .tsv, .tab) does not include PDF, so you need a different route: a CSV or Excel export from the bank, or retyping.

Which UK banks offer a CSV download?

“midata” is a standard 12-month transaction file that UK banks provide so you can compare accounts. It is meant for comparison sites, and some banks’ pages do not say what format the file is in. Open it before you rely on it.

Step by step, bank by bank

HSBC UK

HSBC’s page on online statements says: “We do offer other file formats, such as Excel (xls) or csv, but this will need to be done via your transactions list.” Its steps:

1. Log on to online banking.
2. Choose the account you wish to download the transactions for.
3. Select Search and filter and set the date range, amount and/or keyword.
4. Select Search.
5. Scroll to the bottom of the transaction list and click Download.
6. Choose the format for your download and select Continue.

The page does not give a limit on the date range or number of transactions, and does not mention the app for this.

Monzo

Monzo’s help says you can “export all your transactions in the app (including Pots) as a PDF, CSV or QIF file”. In the app:

1. Tap Home, then the three dots underneath your card.
2. Tap Bank statements.
3. Choose the date range.
4. Choose the format: PDF, CSV or QIF.

We found no Monzo help page giving personal-account export steps for the web. Monzo Business has a separate page for web exports.

Starling Bank

Starling’s monthly statements are PDF only. Its help page says you can still get “a CSV transaction summary with custom date ranges”:

1. Open your account menu at the top right of the app.
2. Tap Statements and documents, then Statement history.
3. Tap the blue Go to feed exports link at the top of the screen.
4. Choose Current month to date, Last 3 full months or Custom date range (within the last 12 months).
5. Choose CSV.

Starling also says transaction summary exports “are not verifiable statements”, so do not use one as proof of income or address.

Santander

Santander’s page on midata says it lets you download 12 months of transaction history from your current account as a CSV file. In Online Banking:

1. On the My Accounts and Transactions tab, choose the current account.
2. Click the Download transactions link above the transactions table.
3. In the Download to menu, choose midata (CSV) and click Download.
4. Confirm you are happy with the information shown, then click Continue. The file downloads and you can save it as a CSV file.

Santander says the file will not contain your name, address or account number, and that “potentially sensitive transactions are masked”, so a few descriptions may be hidden.

Metro Bank

Metro Bank’s online banking tour says: “You can export a list of your transactions to CSV or pdf.” From your Dashboard, click the name of the account, then click Export for CSV (Download gives a PDF). The tour is undated and does not say whether it describes personal or business accounts, and we found no limit on the date range.

NatWest and Royal Bank of Scotland

Both banks’ pages describe the same steps with different menu names. In NatWest Online Banking (or RBS Digital Banking on a computer):

1. Select Statements from the left-hand menu.
2. Under Search for a transaction, click Search transactions.
3. Use the search options to set what you want a copy of.
4. Export it, choosing a format that includes Excel and PDF.

CSV is not named in these personal steps. A NatWest support page lists “Text (CSV file)” among formats for software packages but gives no steps and does not say whether it applies to personal accounts. The simplest route is the Excel export, which Google Sheets can import (.xlsx is on Google’s list). NatWest says you can search back 7 years; for credit cards it says up to 3 months. The app has no CSV export on the pages we read.

Revolut

For personal accounts Revolut’s help page says to open Home, tap Accounts and choose the currency, tap More (...), then Statement, choose the timeframe, “choose a document type (PDF or Excel)” and tap Generate. CSV is not mentioned for personal accounts. Revolut Business’s help pages do list CSV: “We support PDF, CSV, XML (Camt.053), and TXT (MT940) formats”.

Nationwide

Nationwide’s midata page is for current accounts and works in the internet bank on a computer, “not in our app”:

1. Log in to the internet bank and select the current account.
2. Under Transactions, choose Download transactions.
3. Choose Download midata.

It covers 12 months and leaves out the most recent 31 days. The page does not use the word CSV, so we cannot confirm the file format. Nationwide also lets you download up to 36 months of statements as PDF files.

Barclays, Lloyds Bank, Halifax, Bank of Scotland and TSB

The personal-account help pages we read for these banks describe PDF statements only.

• Lloyds Bank, Halifax and Bank of Scotland: the pages describe a midata export (from More actions, Account services) covering 12 months, with no file format stated. Lloyds Bank and Bank of Scotland business pages do list Export transactions (CSV, QIF).
• Barclays: we searched Barclays’ help pages for CSV and found nothing. Several third-party blogs describe an Export option; we could not confirm it, so we do not give steps.
• TSB: statements are PDFs in the Inbox.

If your online banking shows an export option that these pages do not mention, use it. Bank websites change faster than help pages.

The Co-operative Bank

We found no personal-account help page that mentions CSV. For business online banking the bank’s page says to click Search transactions, set your search, click Apply search, then Download and choose from CSV, PDF, TXT and XLS.

Import the file into Google Sheets

Google’s help for importing says:

1. Open or create a spreadsheet in Google Sheets on a computer.
2. Click File, then Import.
3. Choose the file (a .csv, .xlsx or other supported type).
4. Pick an import option. The six on offer are Create new spreadsheet, Insert new sheets, Replace spreadsheet, Replace current sheet, Append rows to current sheet and Replace data starting at selected cell. Not every file type has all six.
5. For a plain text file such as .csv, you can set the Separator character. Detect automatically is the default and tries to split the data for you; if everything lands in one column, import again and choose Comma or Custom (for example a semicolon).
6. Click Import.

Before you import, set the spreadsheet’s locale. Google says changing the locale changes the spreadsheet’s default currency, date and number formatting. Click File, then Settings, set Locale to United Kingdom and click Save settings. UK banks write dates day first.

What to check after the import

• Dates. Find a row where the day is 13 or higher and check it was read correctly. If a date such as 05/04/2024 has become 4 May, undo, fix the locale and import again.
• Amounts. Some banks put money out and money in in separate columns; others use one signed amount. Make sure out and in are not mixed.
• Extra header lines. Some files start with lines about the account before the column names. Delete them.
• Repeat rows. If you import overlapping periods, the same transaction appears twice. Compare the date, amount and balance before deleting one.
• Running balance. If your file has a balance column, check that it still adds up row by row. A gap means missing transactions.

The faster option: BankClean

BankClean is a Google Sheets add-on that does the checks above for you. You choose the CSV file from your bank, and it:

• recognises the layout of the file and puts it into one clean table with day-first dates and one signed amount;
• skips rows already on your sheet when you import an overlapping statement;
• checks the running balance where your bank provides one;
• sorts each transaction into a Self Assessment box using keyword rules you can edit, with totals for each UK tax year.

Install it from its Google Workspace Marketplace listing, or read more on the BankClean page.

It reads files, so it still needs your bank to provide a CSV. It works on the spreadsheet you have open and makes no network requests, so your transactions are not sent to anyone. It is free for up to 100 transactions; a Pro licence key (£19, one-off) removes the limit and adds UK property categories.

Disclosure: BankClean is made by TurboKast Ltd, which also runs Plainfiles. The layouts it reads include Barclays, Lloyds Bank, Halifax, Bank of Scotland, Monzo, Starling Bank and Revolut, plus Nationwide, NatWest, Royal Bank of Scotland, Santander, HSBC UK, TSB, Metro Bank and The Co-operative Bank (these last eight are marked “layout unverified” in the add-on because they have not been checked against a real export). That a layout is supported does not mean the bank offers a CSV download: use the table above.

Sources

Last checked 26 October 2026.

• Import data sets and spreadsheets, Google Docs Editors Help
• Set a spreadsheet’s location and calculation settings, Google Docs Editors Help
• Online statements, HSBC UK
• Exporting my transactions and Bank statements: how to, Monzo
• How do I receive my statements?, Starling Bank
• midata, Santander UK
• Transaction export tour, Metro Bank
• View and search transactions, NatWest, and the RBS equivalent
• Why isn’t my software package listed for downloading an online statement?, NatWest
• Account statement per chosen currency and How to get a monthly statement (Business), Revolut
• About midata, Nationwide
• Download statements, Lloyds Bank; Halifax; Bank of Scotland
• View your bank statements (business), Lloyds Bank
• View and download statements, TSB
• Print online statements, Barclays
• Can I export transaction information?, The Co-operative Bank (business)

Changes to this guide

• 26 October 2026: Published.

This guide is general information written from the official sources listed above and checked on 27 October 2026. It is not legal, tax or financial advice, and Plainfiles is not endorsed by any government body. Rules change, so check the linked official pages for your own situation. Written and designed by Plainfiles with the help of artificial intelligence (AI) tools, then checked against the official legislation and guidance listed in the sources. How we write and check our guides.