RBS · Excel
Convert your RBS statement PDF to an Excel spreadsheet
Get a RBS 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 RBS 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.
If your RBS statement prints a balance on every row, the converted spreadsheet can be checked line by line in Excel: each balance should equal the previous one plus money in, minus money out.
RBS’s own download, or the PDF statement?
RBS digital banking may also offer a recent-transactions download. It covers a limited period and isn’t a copy of the statement. Convert the PDF statements when you need older months or figures that match the statements.
RBS PDF statement to Excel, step by step
- Save the statement PDFGet it from RBS. The RBS statement to CSV page describes where to find it.
- Convert it aboveChoose the file and wait for the balance check. As RBS 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 RBS transactions in Excel
- Check every balance. Add
=E2+C3-D3in a spare column and compare it with Balance; every row should match. - Business income. Filter Paid In for customer names and total with
=SUBTOTAL(9,C:C). - Bank charges. Filter the description for “charge” or “fee” to total bank charges for the year.
Support status: beta
StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some RBS statements may already convert. But we haven’t yet tested a real RBS 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 RBS. The name is used only to describe the statements the converter reads.
Questions people ask
How do I convert an RBS statement to Excel?
Download the PDF statement from RBS digital banking, convert it here and click “Download CSV for Excel”.
Is RBS the same as NatWest for converting?
Possibly similar, but RBS remains in beta until its own real statements are tested.
Is my RBS statement uploaded?
No. It is read in your browser only.