Bank of Scotland · Excel
Convert your Bank of Scotland statement PDF to an Excel spreadsheet
Get a Bank of Scotland statement into Excel with dates you can sort and amounts you can total. Your statement never leaves your computer.
Beta Not yet tested on real Bank of Scotland statements. What that means
or drop it here
Read in this browser. Your file is never uploaded.
Rows wrong or missing?
Send us the shape of this statement, not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Date | Description | Paid in | Paid out | Balance |
|---|
Send us the shape of , not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Check | Result | What we found |
|---|
Statements
| Period | File | Opening | Closing | Rows | Used as |
|---|
| Date | Description | Paid in | Paid out | Balance | From |
|---|
Works with text PDFs that have Date, Description, Paid in / Paid out (or Amount) and Balance columns. Scanned or photographed statements are not supported yet. The samples are fictional test data.
Bank of Scotland statements in Excel can be sorted, totalled and filtered. If your statement prints type codes, filtering on them separates card spending, direct debits and transfers quickly.
Bank of Scotland’s own download, or the PDF statement?
Internet banking may also offer a download of recent transactions. For complete past statements, convert the PDFs.
Bank of Scotland PDF statement to Excel, step by step
- Save the statement PDFGet it from Bank of Scotland. The Bank of Scotland statement to CSV page describes where to find it.
- Convert it aboveChoose the file and wait for the balance check. As Bank of Scotland is in beta, look for “Verified” before you use the result.
- Download the CSV for ExcelIt has Date, Description, Paid in, Paid out and Balance columns.
- Open and save in ExcelDouble-click the file, then save it as an Excel workbook (.xlsx) before adding formulas.
Working with Bank of Scotland transactions in Excel
- Filter by type. If your statement uses type codes, filter the description for FPO to see every bank transfer you sent.
- Direct debit review. Filter for DD, or for “direct debit”, and sort by payee to review every direct debit.
- Year totals. Combine the year with “Several statements” and total each column.
Support status: beta
StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some Bank of Scotland statements may already convert. But we haven’t yet tested a real Bank of Scotland statement, so we don’t claim support. Verified means every extracted row adds up to the balances printed on the statement. If you don’t see Verified, the converter shows you where the balances stopped adding up.
StatementToCSV is independent and not affiliated with or endorsed by Bank of Scotland. The name is used only to describe the statements the converter reads.
Questions people ask
How do I convert a Bank of Scotland statement to Excel?
Save the PDF statement, convert it here and click “Download CSV for Excel”.
Are type codes kept?
If your statement prints them, yes. They are joined into the description so you can filter on them.
Is Bank of Scotland fully supported?
Not yet; it is in beta until real statements have been tested.