Exporting your bank statements from Virgin Money is a straightforward process that enables efficient financial management and seamless sharing with your accountant. Follow these steps to download your statements:
- Log in to Online Banking Access your Virgin Money account through the online banking portal on a desktop computer. Note: This feature isn’t available on the mobile app.
- Select the Relevant Account From your account dashboard, click on the account for which you need the statement.
- Access the Download Option Click on the ‘Print’ icon above the listed transactions, or scroll down and select ‘Download statements’ from the menu on the right-hand side of the screen.
- Choose Your Export Settings Select the date range for the transactions you need and choose the CSV file type. We recommend selecting the ‘Detailed’ version for the most comprehensive records.
- Export and Verify Click ‘Export transactions’ to download the file. Once downloaded, open the file to check that it contains transactions for the correct period.
By regularly exporting your statements, you maintain accurate financial records, facilitating smoother accounting and tax preparation.
