Every bank lays out online banking a little differently, but statements are almost always there. Here's where to look. If you can't find them, your bank's own help pages can point you to the exact menu.
PDF statements
Sign in to online banking
On a computer, your bank's website is usually the easiest place to download files. Most banking apps can do it too.
Open the account
Choose the chequing, savings or credit card account you want.
Find the statements
Look for a link or tab called something like Statements, eStatements or Documents.
Download each month
Pick a month and download it as a PDF. Repeat for every month you want to bring in.
CSV exports
Most banks also let you download your transactions as a spreadsheet file. Open the account's activity or transactions page, look for an option like Download, Export or Download transactions, and choose CSV. Pick the widest date range you can.
Credit cards
Card statements work the same way. A PDF card statement usually also names the card, so we can show your real card and work out its rewards.
PDF or CSV?
Both work, and you can mix them. Here's how they differ:
PDF statement | CSV export | |
|---|---|---|
Covers | One statement period | The date range you choose |
Balance | Usually prints the closing balance | Often has none (you can type it in) |
Statement reminders | Use the printed closing date | Use the last transaction's date |
Card details | Often names the exact card | Usually doesn't |