Visual Guide on how to download a CSV bank statement if you are a Bank of Scotland customer. See below for a step by step guide.
1. Log into your online banking account.
2. Click “view statement” on the right-hand side of the screen.
3. Scroll down and select “view all transactions” on the right side of the screen.
4. Click on the “statement options” drop down menu on the right side of the screen.
5. Select “export transactions (CSV, QIF)”.
6. Select a start and end date to be included with a maximum of fiscal year 06/04 to 05/04.
7. Click on the “format” drop down menu and select “internet banking text/spreadsheet (.CSV)”.
8. Select “export”.
9. The file will appear as an excel document at the bottom of the screen.
10. Click on the file and save it to your documents.
11. The file is now ready to be attached to an email and sent in reply to your accountant's original email.
