Convert NatWest Statement to Excel, CSV, or OFX

Log into your NatWest online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.

NatWest layouts can vary by account type, statement period, and document quality. Process a representative file first, then compare dates, signs, row count, and balances with the source before using the export downstream.

Transfers are encrypted with TLS 1.3. Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. We do not ask for or store your banking credentials.

Yes. Signed-in uploads support up to 15 files and 100 pages in total, with a 50 MB limit per file. Each standard page uses 1 credit (5 on signup, then 5/month).

In the NatWest 'Type' column, DD is a Direct Debit, SO a Standing Order, FPO a faster payment sent, FPI a faster payment received, POS or C/L a card purchase, ATM a cash withdrawal, BAC a Bacs payment and TFR a transfer. The converter keeps the type code with each row so you can sort, filter or categorise by payment method in your spreadsheet.

NatWest Online Banking keeps your statements for up to 7 years. You can download any of those periods as a PDF and convert each to CSV or Excel, which helps with multi-year bookkeeping, a tax record request or a lender that wants several months of statement history.

NatWest prints long merchant or reference details over two or three lines beneath the date. A simple copy-paste treats each line as a new transaction. A dedicated converter detects the continuation lines and rejoins them so each transaction is one clean row with a single date, amount and balance.