Convert your NatWest statement PDF to an Excel spreadsheet

Because NatWest prints a balance on every line, a converted NatWest statement can be checked at a glance in Excel too: the Balance column of the spreadsheet should equal the previous balance plus money in, minus money out, all the way down.

NatWest’s own download, or the PDF statement?

NatWest online banking can also offer a transaction download for recent activity. It’s a quick way to get the last few weeks into a spreadsheet, but it isn’t your statement: the date range is limited and the layout differs. When you need figures that match the statements exactly, for a year-end, a lender or HMRC, convert the PDF statements instead.

NatWest PDF statement to Excel, step by step

1. Save the statement PDFGet it from NatWest. The NatWest statement to CSV page describes where to find it.
2. Convert it aboveChoose the file and wait for the balance check.
3. Download the CSV for ExcelIt has Date, Description, Paid in, Paid out and Balance columns.
4. Open and save in ExcelDouble-click the file, then save it as an Excel workbook (.xlsx) before adding formulas.

Working with NatWest transactions in Excel

• Prove the balance yourself. Add a column with =E2+C3-D3 (previous balance plus paid in minus paid out) and compare it with the Balance column. Every row should match.
• Find regular payments. Sort by Description to group the same payee together and spot subscriptions or standing orders.
• Month-by-month totals. Add a Month column and use a pivot table to total Paid In and Withdrawn amounts per month.

Support status: tested

We have converted real NatWest statements and checked every row against their printed balances. Banks change their statement designs from time to time, so each conversion is still checked: if a future NatWest layout doesn’t read correctly, the balance check will show it.

StatementToCSV is independent and not affiliated with or endorsed by NatWest. The name is used only to describe the statements the converter reads.