Convert Santander UK bank statements to Excel or CSV
You have Santander UK e-statements as PDFs and need the transactions in a spreadsheet for your bookkeeping, a reconciliation or a tax return. This page explains where to find Santander statements, what the Online Banking transaction download gives you, and the layout details that matter when you convert.
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How to download your Santander UK statements
On the website
- Log on to Santander Online Banking.
- Click Statements and documents.
- Choose the statement you want.
- Use the download option (or the print icon) to save it as a PDF.
In the mobile app
- Log on to the Santander app.
- Tap Mailbox in the top-right corner.
- Tap Statements and documents and choose the statement.
- Tap the download icon in the top-right corner to save or print the PDF.
E-statements and account activity go back 7 years. To get a paper copy, type order statement in the chat in Online or Mobile Banking, or contact Santander; one-off, monthly and quarterly paper statements are free.
Menu names change from time to time. If a step doesn't match, look for Statements or Documents in your account menu.
Santander UK's transaction download vs converting the PDF statement
| Option | What you get | Watch out for |
|---|---|---|
| Online Banking transaction download | Transactions for a date range, or since your last download, as Microsoft Excel, Quicken, Microsoft Money or PDF | Up to 600 transactions per download, so busy accounts need several downloads. No statement period or opening and closing balance. |
| PDF e-statement + converter | Every transaction from the statement in XLSX or CSV, with the source page for each row and totals checked against the opening and closing balances | 5 free pages a day; more pages need a paid pack (from $5 for 30). No QBO or OFX output. |
| Paper statement | A posted copy ordered through chat | Takes time to arrive and still needs converting. |
The Online Banking download is useful for recent transactions or for feeding Quicken or Money. Use the PDF e-statement when you need whole statement periods that match the official figures. If you need more than 600 transactions or exact statement periods, the PDF route is usually less work than stitching several downloads together.
What Santander UK statements look like
- On Santander business statements the columns are Date, Description, Credits, Debits and Balance, so money in and money out are separate columns.
- Dates are printed with an ordinal and short month, such as 22nd Mar, and no year. The year only appears in the statement period at the top.
- The table opens with a Previous statement balance row and ends with a Current statement balance row; these are balances, not transactions. The summary box shows the balance brought forward, total credits, total debits and the closing balance.
- A running balance is printed on each transaction, and longer descriptions wrap onto a second line, with the amount on that second line.
Tips for converting Santander UK statements
- Convert dates like 22nd Mar to full dates by stripping the st, nd, rd or th and adding the year from the statement period. Watch statements that run across a year end, where January rows belong to the following year.
- Delete the Previous statement balance and Current statement balance rows before importing into your accounting software.
- Check that your Credits and Debits totals match the summary box before you import.
- If you use the Online Banking download instead, keep each file under 600 transactions by narrowing the date range, and check none are missing at the edges.
Importing into accounting software? See QuickBooks or Xero.
How you check the result
Sample dataEvery extracted row sits next to the page it came from, and the totals are checked against the opening and closing balances printed on the statement. This example uses made-up data, not a real Santander UK statement.
Santander UK statement questions
Can I download Santander UK statements as Excel or CSV?
E-statements are PDFs. Online Banking has a separate transaction download in Microsoft Excel, Quicken, Microsoft Money or PDF format, limited to 600 transactions per download.
How far back can I get Santander UK statements?
E-statements and account activity go back 7 years in Online and Mobile Banking. For paper copies, ask in chat or contact Santander.
Where are statements in the Santander app?
Tap Mailbox in the top-right corner, then Statements and documents. The download icon is in the top-right corner of the statement.
Do Santander paper statements cost anything?
One-off, monthly and quarterly paper statements are free on request. Weekly paper statements are charged.
Can I get transaction history for a closed Santander business account?
For closed business current accounts, Santander will provide up to 5 years of transaction history on request by phone, counted back from the date you ask.
Other bank guides
Based on Santander UK's own help pages (checked October 2026): santander.co.uk · retail.santander.co.uk · santander.co.uk
Independent tool. Not affiliated with or endorsed by Santander UK.
Convert a Santander UK statement
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