How to Download a Bank Statement from Nationwide for Accounting

  

Reviewed by a Qualified Accountant

This content has been reviewed by our qualified chartered accountants. However, you should always check with a professional. If you have any questions at all, don't hesitate to get in touch.

Exporting your bank statements from Nationwide is quick and ensures your financial data is ready for accounting or tax purposes. Follow this step-by-step guide to download your transactions as a CSV file.

  1. Log In to Online Banking
    Access your Nationwide account by logging into the internet banking platform.
  2. Open the Statement for the Desired Account
    Select the account for which you wish to download the statement.
  3. Set the Date Range
    Choose a start and end date for your statement, keeping in mind the maximum range is a fiscal year (06 April to 05 April).
  4. Access the Download Menu
    Click on the ‘Download Transactions’ dropdown menu located at the top-right side of the screen.
  5. Select CSV Format
    From the dropdown options, choose ‘Download CSV file’.
  6. Download the File
    • The file will download and appear as an Excel document in your browser’s download bar (usually at the bottom of the screen).
    • Click on the file to open it.
  7. Save the File
    Save the file to your preferred documents folder on your device.
  8. Share the File
    Attach the downloaded file to an email and send it to your accountant or as required.

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