Convert a NatWest statement to Excel
NatWest online banking can export transactions and also stores PDF statements for years. Use the PDF when you need the balances.
No statement to hand? Try a sample: ·
Export or PDF
NatWest’s Statements and transactions area lets you view transactions for a date range and export them in spreadsheet formats (reported options include Excel/CSV and OFX), for a limited window per search. Formal PDF statements are kept for several years. The export does not include the statement header or opening and closing balances.
Reading a NatWest PDF
Columns are typically Date, Description, Paid in, Withdrawn and Balance. Descriptions carry transaction type codes and references. When the balance is shown per row, RowBalance checks every line as well as the statement total.
Sending it to accounting software
Convert to OFX for FreeAgent, Xero or Sage, to QBO for QuickBooks, or to Excel. Statement amounts come out as signed numbers with real dates.
How to do it
- Download your NatWest PDF statements.
- Drop them above and check the balance badges.
- Export Excel, CSV, or OFX, QBO and Xero CSV on a paid plan.
Excel and CSV are free for up to 5 pages a day. QuickBooks, Xero and OFX files and batch conversion are on paid plans, from a $9 one-off pass: see pricing or go back to the converter.
Questions
Why is the NatWest export missing the balances?
It lists transactions only. The PDF statement is the document with opening and closing balances.
Is RowBalance affiliated with NatWest?
No. NatWest is a trademark of NatWest Group, used only to describe compatibility.