How to Convert Santander Bank Statements to Excel and CSV

Managing your banking account effectively often starts with accessing your transaction history in a flexible format. If you're a Santander customer in the UK, you've likely wondered how to download Santander bank statements in Excel or how to download CSV bank statement Santander.

Whether you’re running a small business, handling tax returns, or organizing your personal banking records, converting your Santander PDF bank statements into Excel or CSV format is a major time-saver.

In this guide, we’ll walk you through exactly how to convert your Santander statements to Excel and CSV format, and introduce you to StatementSheet Tool that turns PDFs into structured data in just a few clicks.

Can You Download Santander Bank Statements Directly in Excel or CSV?

Short answer: No, not directly via the Santander Online Banking dashboard.

When you log in to your Santander online banking, whether it’s through the personal banking portal or business banking dashboard, you can view account balances, transaction histories, and credit cards activity. You also have the ability to download bank statements for a custom statement period.

However, these downloads are only available in PDF format. There’s currently no official way to download full historical Santander bank statement CSV or Santander bank statement Excel files directly from the dropdown menu within your account.

So if you’ve been searching "how to download CSV bank statement Santander" or "how to download Santander bank statements in Excel", you're not alone and there is a solution.

Why Convert Santander PDF Bank Statements to Excel or CSV?

Santander, like many UK banks, provides account holders with downloadable bank statements in PDF. But PDFs aren’t ideal for in-depth analysis or tax preparation. Here’s why you should convert your statements:

• Better Tax Reporting for HMRC

  If you're self-employed or have rental income, CSV files make it easier to categorise expenses and prepare accurate submissions for Self Assessment or Making Tax Digital (MTD).

• Streamline Business Banking Records

  Businesses can use Excel format files to reconcile transactions quickly, manage VAT, and prepare financial reports required for Companies House or their accountant.

• Simplify Budgeting and Forecasting

  Excel spreadsheets allow for sorting and filtering of transactions by date range, merchant, or type — making budgeting significantly easier.

• Accounting Software Integration

  Most UK accounting platforms like Xero, QuickBooks, and FreeAgent support importing transaction data directly from CSV format, saving hours of manual entry.

• Improved Financial Visibility

  Using Excel, you can create custom views, charts, or pivot tables to monitor your personal or business spending across multiple Santander accounts.

Why Use StatementSheet?

Looking for a simple and accurate way to convert Santander bank statement CSV or Santander bank statement Excel formats? StatementSheet is the tool designed for the job.

• ✔️ Optimised for UK Currency (£)
• ✔️ HMRC & MTD Ready
• ✔️ Supports All Santander Accounts
• ✔️ Fast, Accurate Data Extraction
• ✔️ Exports to Excel (.xlsx) and CSV Format
• ✔️ No Software Download Needed
• ✔️ GDPR Compliant & Secure

How to Convert Santander PDF Bank Statements in Four Easy Steps

Here’s how you can convert your Santander PDF bank statements into editable Excel or CSV files:

Step 1: Download Your Santander PDF Bank Statement

1. Log in to your Santander Online Banking account
2. Choose the account from which you want to download your bank statements
3. Select the relevant statement period using the dropdown menu or date range options
4. Download the statement in PDF format and save it to your computer

Step 2: Upload your PDF Bank Statement

Step 3: Our smart engine converts it to a structured Excel or CSV file.

Step 4: Check result & Download your converted document instantly

Frequently Asked Questions

Tips for Organising Your Santander Bank Statements

Once your Santander PDF files are converted to Excel or CSV, use these tips to better manage and secure your financial records:

• Sort transactions by category, date, or amount

  Helps track recurring bills, credit cards payments, or unexpected charges

• Filter by statement period or account type

  Great for separating personal banking from business banking data

• Use Excel pivot tables for analysis

  Build reports from transaction data across multiple Santander accounts

• Organise files by account and month/year

  Especially useful when dealing with several business or personal accounts

• Store securely with cloud storage

  Use services like OneDrive, iCloud, or Dropbox to protect and back up your statements

Final Thoughts: Convert and Take Control

Handling your financial data in static PDF form can slow you down, especially during tax season or monthly reconciliations. Using a tool like StatementSheet transforms your Santander bank statements into editable spreadsheets, saving you hours of manual work.

Don’t let formatting limit your visibility into your finances. Whether you're self-employed, managing credit cards, or running a business, converting your statements into CSV or Excel format helps you stay compliant and in control.

Ready to convert your Santander bank statement to Excel or CSV?
➡️ Visit StatementSheet and transform your PDFs into actionable spreadsheets.