Why convert a bank statement to CSV?
CSV (comma-separated values) is the universal format for financial data. It's accepted by virtually every accounting package, spreadsheet tool, and financial application:
- Accounting software — QuickBooks, Xero, FreeAgent, Sage all import CSV transaction files
- Excel and Google Sheets — open directly, with data in clean columns ready to filter and sort
- Expense management tools — most business expense tools accept CSV uploads
- Tax preparation — hand a clean CSV to your accountant instead of a messy PDF
- Personal finance apps — many budgeting tools let you import CSV transaction history
The problem is that banks give you a PDF — not a CSV. PDFs are designed for printing, not for data. Converting them manually is painful. MoneySorted does it automatically.
How to get your bank statement PDF
Before you can convert it, you need to download your statement from your bank:
- Barclays — log in to online banking or the app → Statements → Download as PDF
- HSBC — Accounts → View Statements → Download PDF
- Lloyds — Statements & Documents in online banking
- NatWest / RBS — Statements menu → Download
- Monzo — Account tab → Statements → Choose period → Download PDF
- Starling — More → Statements → Generate
- Santander, Halifax, TSB — Statements section in online banking
Most banks let you download statements going back 12–24 months from online banking, and some let you go further back by requesting a paper or secure message statement.
What the CSV file contains
The CSV MoneySorted generates from your bank statement includes:
- Date — formatted consistently as DD/MM/YYYY
- Description — the merchant or transaction reference from your statement
- Amount — positive for credits (money in), negative for debits (money out)
- Category — automatically assigned (Groceries, Transport, Bills, etc.)
- Type — debit or credit
Every row is one transaction. The file opens cleanly in Excel, Google Sheets, and any standard CSV reader with no reformatting required.
💡 If you're sending your CSV to an accountant, they'll typically want the date, description, and amount columns. MoneySorted includes all three, plus categories that save your accountant time on coding.
Which UK banks are supported?
MoneySorted supports PDF statements from all major UK banks, including:
- Barclays, HSBC, Lloyds, NatWest, Santander, Halifax
- Monzo, Starling Bank, Chase UK
- TSB, Nationwide, First Direct, Co-op Bank, Metro Bank
If your bank exports a standard PDF statement, it will work. You can also try uploading and see — the conversion is free for one statement per month.
For bank-specific guides, see: Barclays, HSBC, Monzo, Lloyds, or NatWest.
How to convert your bank statement to CSV
The process takes under two minutes:
- Download your bank statement as a PDF from your bank app or online banking
- Upload the PDF to MoneySorted — drag and drop or click to select
- MoneySorted reads and categorises every transaction automatically
- Click Export → CSV to download your clean file
No bank login required. No account required to try. Your PDF is deleted immediately after processing — we never store your banking data.