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Convert NatWest statements to Excel or CSV

NatWest only lets you download recent transactions as CSV, so any older month means working from the PDF statement. Each statement has a single transaction table with paid in and withdrawn in separate columns, and BankConv converts it to Excel, CSV or Google Sheets row for row. Watch the brought forward line on each page and the year on early-January dates.

Updated

Download your NatWest statement

  1. 1.Log in to NatWest online banking (natwest.com) or the NatWest app.
  2. 2.Select the account, then look for Statements.
  3. 3.Pick the statement and download or save the PDF.
  4. 4.Repeat for each month.

Do you need to convert at all?

NatWest online banking usually offers a download of the transaction list as a CSV file, and in some views a format for money software.

Recent transactions only, from online banking on a computer. Past statements are PDF only.

NatWest export formats: CSV

What to know about NatWest PDFs

Paid in and withdrawn are separate
NatWest statements usually show credits under Paid In and debits under Withdrawn, with no minus signs. Keep both columns, or create one signed amount in your spreadsheet before importing.
Brought forward lines on each page
Pages often start with a BROUGHT FORWARD balance. It isn't a transaction, so leave it out when you total the columns.
Dates without a year
Transaction dates are usually printed as day and short month. The year comes from the statement period, so check rows on a statement that runs across 1 January.

Converting NatWest statements

NatWest statements are usually text-based PDFs with one transaction table, so in most cases they come through row for row. Check the brought forward lines and the year on early-January rows.

  1. Download the monthly PDFs from Statements in online banking.
  2. Upload them to BankConv.
  3. Check the rows, then export Excel, CSV or Google Sheets.
A NatWest statement converted to rows, with paid in and withdrawn kept separate.

What to check before you import

The statement summary gives you everything you need to confirm the result.

  • Total Paid in and Withdrawn, excluding brought forward lines, and compare with the summary.
  • Confirm the last balance matches the closing balance.
  • Check the year on any December or January rows.

UK dates are day first, so make sure your software reads 03/04 as 3 April. For Xero, see how to import a bank statement into Xero.

Business account statements usually follow the same layout. If clients also bank with Lloyds or Barclays, the same checks apply. Files are deleted after 24 hours; see security.

How to convert a NatWest bank statement to ExcelVideo coming soon · 1:10

Sources: NatWest: How do I access my bank statements online? · NatWest: Download and print statements

Product screenshotBankConv results page after converting a NatWest statement (anonymised): rows table, format switch and export button.
A NatWest statement converted in BankConv

Columns you get

DateDescriptionPaid inWithdrawnBalance
04 SepCARD PAYMENT LIDL GB LEEDS23.401,076.60
05 SepAUTOMATED CREDIT ACME LTD SALARY2,150.003,226.60
08 SepDIRECT DEBIT LEEDS CITY COUNCIL142.003,084.60
09 SepONLINE TRANSACTION J SMITH60.003,024.60

Sample rows in NatWest's layout, fictional data. First 5 pages free to check.

  • Deleted after 24 hours

    Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.

  • Read only to extract transactions

    Your statement is read (with OCR for scans) to pull out the transaction rows you download.

  • Encrypted in transit

    Uploads and downloads use HTTPS (TLS).

  • Passwords never stored

    The password of a protected PDF is used once to open the file.

  • No bank login

    BankConv works from the PDF you download, never from a connection to your bank.

How we handle your data

NatWest statement questions

Can I download NatWest transactions as CSV?

Usually yes, for recent transactions, from online banking on a computer. For past months you get PDF statements, which BankConv converts to CSV or Excel.

Does this work for Royal Bank of Scotland statements?

RBS is part of NatWest Group and its statements are often similar. BankConv reads the table on the page, so they convert the same way.

Do I need to give BankConv my NatWest login?

No. You download the PDF yourself and upload it. BankConv never connects to your bank and never asks for your banking password.

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