Convert NatWest statements to Excel, CSV or QBO

• In the NatWest app, statements are opened from the 3-dot account menu and can be exported from the export button at the top right.

Statements we have seen described have a transaction table with five columns: Date, Description, Paid in, Paid out and Balance. The wording is said to differ between account types, so a savings or business statement may label the columns slightly differently. Paid in and Paid out are separate, and the figures in them are printed without a sign. In the export, Paid out becomes a negative amount and Paid in a positive one.

Dates are described as written in full, with the day, a short month and a four-digit year, for example 03 Dec 2025. They are printed once per day: when several payments land on the same date, only the first row shows it, and the rows below it are left blank in the Date column. The converter fills the date down to each row of that day, so every line in the spreadsheet can be sorted and filtered on its own.

A running Balance column is described, which makes the statement easy to check. Each row's balance should equal the previous balance plus what was paid in, minus what was paid out. The table opens with a BROUGHT FORWARD line, which is the balance carried over from the previous page or statement. That line is not a payment, so it is not exported as one; the converter takes it as the opening balance and works forward from it. If a row does not reconcile, it is flagged, so you know which line to look at.

Some NatWest statements carry an optional Type column with a short payment code. That column is not read as a separate field yet. If your statement has it, the code may end up inside the description text, and it is worth a quick look at the first page of the export.

To download a statement in Online Banking, choose Statements & transactions from the main menu, then Statements under Your statements, change the year with the time period dropdown if needed, and select the statement cycle; it downloads as a PDF. In the app, open the account, tap the 3-dot icon at the top, choose Statements and use the export button. The NatWest help pages on statements talk about viewing, saving and printing PDFs, and do not mention a CSV export of the statement itself.

A common reason to convert NatWest statements is a long history. If you need two or three years of history for a mortgage broker, an accountant or a tax return, you will likely be downloading a stack of monthly PDFs from the browser. Converting them gives you one file per statement that you can combine in a spreadsheet.

NatWest is marked Beta on this site. The layout was checked against NatWest help pages and public descriptions, and support for NatWest was tested on synthetic replicas built from that public layout information, not yet on real statements. If the result looks wrong, mark the row with "This row is wrong" or use "Send page layout", which sends the masked layout only and none of your figures. Scanned or photographed statements are not supported.

When the balance check passes, you can export Excel or CSV, or a QBO, OFX or Xero CSV file for import.