Check what Santander UK 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. Santander UK offers CSV and QIF, covering typically the last 12 to 24 months. If the period you need sits inside that, use it and skip this page.
Santander covers recent activity with CSV and QIF. The statement archive behind it is PDF, and because Santander issues statements monthly, gathering six months for a mortgage application means six separate files. Running them through a converter puts them into one sheet rather than six.
Downloading the statement from Santander UK
Statements live in the Statements and documents area of Santander Online Banking, 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
- Upload the Santander UK 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.
- The pages are read, with OCR where the statement is a scan rather than text.
- Check the transactions on screen against the statement before you download anything.Santander UK statements typically carry Date, Description, Money in, Money out and Balance.
- 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 Santander UK 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 Santander UK statement once it is in columns
Santander UK statements use Money in and Money out columns with a running balance, and a description field that puts the payment method first. 123 and Edge account holders see monthly cashback and interest credits as their own lines, which are easy to double-count when totalling income by hand because they look like ordinary credits. Separating them out is a filter in a spreadsheet and a careful read in a PDF.
Who converts Santander UK statements, and why
Santander issues statements monthly, so any request for six months is six separate files before you start. Mortgage applications are the obvious case, given Santander's size in UK lending, and the practical problem is less conversion than consolidation: six PDFs into one sheet, in date order, with the columns aligned.
Santander UK statement converter FAQs
How do I convert a Santander UK bank statement to Excel?
Download the statement PDF from the Statements and documents area of Santander Online Banking, upload it to the converter on this page, check the transactions it pulls out, and download the CSV. Excel opens a CSV natively, so you can save it as .xlsx from there if you want the native format. Your first conversion does not need an account.
Does Santander UK let me download a statement as CSV or Excel directly?
Santander UK offers CSV and QIF, covering typically the last 12 to 24 months. If what you need falls inside that window, use it, because a file straight from your bank will always be the most accurate. A converter is for everything outside it. Check your online banking, since banks change these limits.
How far back do Santander UK statements go online?
Five to seven years, at the time of writing, available from the Statements and documents area of Santander Online Banking. That archive is PDF, which is the gap a converter fills.
Can I convert a scanned or photographed Santander UK statement?
Yes. Scanned PDFs, JPG and PNG files all go through OCR, so a statement that was printed and scanned back in works, and so does a clear phone photograph. Use the original PDF when you still have it, since text-based PDFs are read directly and tend to be the most accurate.
Is it safe to upload a Santander UK statement?
Uploads travel over a 256-bit encrypted connection, and the file is deleted from our servers 24 hours after upload. Conversion is fully automated, so no member of staff opens your statement, and nothing is passed to a third party.
What columns will the converted Santander UK file have?
Santander UK statements typically carry Date, Description, Money in, Money out and Balance. The converter maps those into spreadsheet columns, so the output matches the shape of the statement you uploaded.
Other banks
The converter is not working from a list of banks, so any statement will upload. These pages cover the export limits and statement archives bank by bank.
United States
Chase, Bank of America, Wells Fargo, Citibank, Capital One, U.S. Bank, PNC Bank, TD Bank. Or start from the main bank statement converter.
United Kingdom
Barclays, HSBC UK, Lloyds Bank, NatWest, Halifax, Nationwide, Monzo. Or start from the main bank statement converter.