StatementCheap

Convert Nationwide Building Society statements to Excel, CSV and QuickBooks

Upload a Nationwide Building Society PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

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Updated · By the StatementCheap team

How to download your Nationwide Building Society statement as a PDF

In the Internet Bank, choose the "Documents" tab, then "Statements", and under "View by account" select the account to download its statements as PDFs. Each statement downloads on its own, so repeat the steps for each month. In the Nationwide app, choose "Profile and settings" from the menu, then "My documents". Current account, savings and credit card statements are all kept there.

Can Nationwide Building Society export Excel or CSV directly?

Besides PDF statements, the Internet Bank lets you search and filter transactions from the last 15 months. For a current account, "Download transactions" then "Download midata" saves a midata file of 12 months of transactions, minus the most recent 31 days, with some details blanked out in certain transactions. It's Internet Bank only, not the app, and on an iPhone or iPad you can view the file but not save it. In the credit card statement archive, "Download transactions" lets you pick a format, though Nationwide's help doesn't list which. The PDF statements cover more: 36 months, including the latest month.

What a Nationwide Building Society statement looks like

Nationwide's guide says a current account statement shows your balance, the transactions in the statement period, your arranged overdraft limit, sort code, account number, IBAN and BIC. A "Notice of Charges" appears at the end if you've had arranged overdraft fees. Credit card statements carry an "Interest Summary Table" with your rates and any introductory or promotional offers. A credit card statement can list more than one card if your card number or card type changed or a card was reported lost or stolen. On mortgage statements, overpayments are bundled with the monthly payment.

Tips for converting Nationwide Building Society statements

Nationwide keeps 36 months of statements in the app and Internet Bank, but the transaction list only goes back 15 months. Nationwide doesn't post monthly statements for FlexDirect accounts, and it doesn't send one for a month with a zero balance and no transactions.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

How far back can I download Nationwide statements?
Nationwide says you can view and download current account, savings and credit card statements from the last 36 months in the app or Internet Bank. The transaction list itself covers 15 months. For a posted copy, ask through Internet Bank chat, by phone or in branch; Nationwide says it arrives in 10 working days.
Can I get statements for a closed Nationwide current account?
If you still bank online with Nationwide through another account, you can see up to 3 years of the closed account's statements in the Internet Bank or app. For accounts closed on or after 2 February 2018, you can also register for online access to the final 5 years of statements, but you must register within 6 months of closing.
Can I convert Nationwide Building Society statements to Excel?
Yes. Upload the PDF statement from Nationwide Building Society and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Nationwide Building Society credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.