If you never had a chance to download bank transactions directly from the bank, it might be a bit complicated and daunting task, but in this blog, we will be discussing how to download bank statements in PDF format easily.
Bank statements feature bank logo, business name, registered address, sort code, and account number. Apart from that, it contains each transaction with inflow and outflow. It does not matter with which bank you hold an account; you could seamlessly download bank statements in PDF format unless you are using online banking. Even though each bank utilizes varying words, the process remains the same.
However, you have to make sure that you have the appropriate account with a precise date range and relevant transactions.
- Navigate to the official website of the bank
- Log in to either digital banking, online banking, or internet banking
- Click options like ‘download’ or ‘e-statements’.
- Ensure that you have chosen the right account
- Select a statement
- Pick up the option .pdf format
This process has to be repeated several times to download multiple e-statements. There are quite a few banks where you will come across the option ‘print’ instead of ‘download’ and then choose ‘save as PDF’.
Bank Statements through Email
The best option is to create a zip file—choose those statements you wish to zip and then right-click. In Windows, you have to use the send to–compressed folder while in Mac, choose compress (x) items to create a .zip file that contains relevant .pdf statements. This is helpful for you to add as an attachment to the email. If in case you encounter any problems, it is better to seek the help of a professional business finance specialist.
If you stick to the above-mentioned process, you can easily download the bank statements in .PDF format within a few seconds.