Nationwide Bank Statement Converter:
PDF to Excel & CSV

Check what Nationwide gives you first

A file straight from your bank will always be more accurate than one reconstructed from a PDF, so it is worth two minutes to check before converting anything. Nationwide offers CSV, covering typically the last 12 to 24 months. If the period you need sits inside that, use it and skip this page.

Nationwide offers a straightforward CSV for recent transactions. As a building society it issues formal statements on a regular cycle, and those PDFs are what a lender or a landlord will ask to see. Converting them gives you the same rows the CSV would have, for periods the CSV no longer reaches.

Downloading the statement from Nationwide

Statements live in the Statements section of the Internet Bank or the Nationwide app, and the online archive runs to five to seven years at the time of writing. Pick the period you need and download the PDF rather than printing to PDF from a screen, because a printed screen loses the transaction table structure the converter reads.

If the account has been closed, or the statement was forwarded to you by someone else, you will not have online banking access at all. That is the most common reason people end up converting a PDF: it is the only copy that exists.

Converting it to Excel or CSV

1. Upload the Nationwide PDF to the converter above. Several months in one file is fine, and so is a JPG or PNG if all you have is a scan or a photo. Password-protected PDFs work; enter the password when prompted and it is not stored.
2. The pages are read, with OCR where the statement is a scan rather than text.
3. Check the transactions on screen against the statement before you download anything.Nationwide statements typically carry Date, Transaction type, Description, Paid out, Paid in and Balance.
4. Download the CSV and open it in Excel, Google Sheets, Numbers or LibreOffice, or import it into QuickBooks, Xero, FreshBooks or Sage.

Your first conversion runs without an account. A free account adds 7 free pages, and the monthly plans are priced by page count if you are working through years of statements or several clients.

What happens to your Nationwide statement

Uploads travel over a 256-bit encrypted connection. There is no long-term file storage: the statement sits on the server only long enough to be read and is deleted 24 hours after upload. Conversion is fully automated, so no member of staff opens it, and nothing goes to a third party. The full privacy policy sets out the detail.

Reading a Nationwide statement once it is in columns

Nationwide statements use Paid out and Paid in columns with a balance, and a transaction type column covering direct debits, standing orders, faster payments, card payments and ATM withdrawals. As a building society Nationwide issues statements on a fixed cycle rather than on demand, so the PDFs are the formal record and are what a third party will ask to see. Card transaction descriptions include the merchant and location, which supports the same filtering as the high-street banks once converted.

Who converts Nationwide statements, and why

Nationwide is one of the largest UK mortgage lenders and a major current account provider, so the two jobs that dominate are mortgage applications and savings-account evidence for things like a Help to Buy or Lifetime ISA. Both involve handing a formal statement to someone else, and both are far easier to check yourself first in a spreadsheet.

Nationwide statement converter FAQs