If you use Online Banking, it’s the easiest way to get your bank statements ready to send to us.Get working capital
If you use Online Banking, it’s the easiest way to get your bank statements ready to send to us. Bank statements will normally include:
Your bank’s logo!
Business name and registered address
Sort Code and Account Number (they may also include a BIC or IBAN)
All transactions, with inflows, outflows and balance
NB: some banks also give you the option to ‘export transactions’ as a spreadsheet (.csv, .ofx, .ofc, .xls) — lenders will not accept these.
It doesn’t matter who you bank with — if you’re using online banking, you can download PDF statements. While each bank uses slightly different words, the process is basically the same.
You need to make sure you’ve got the correct account, the right date range, and all transactions included. Here’s what to do:
Visit your bank’s website
Log in to Online Banking/Digital Banking/Internet Banking/eBanking etc.
Click ‘statements’, ‘e-documents’, or ‘download’
Make sure you’ve selected the correct account
Choose a statement (or a date range)
Choose the .pdf file format
Repeat the steps to download multiple statements
* With some banks, instead of a ‘download’ option you have to choose ‘print’ and then select ‘Save as .PDF’
The best way is to create a .zip file — select all of the statements you want to zip, right click, and choose one of the following:
Send to > Compressed (zipped) folder
Compress [x] items
This should create one .zip file which contains all the .pdf statements, which you can add as an attachment to an email.
If you have any issues, get in touch with your Business Finance Specialist and they’ll be happy to help.
Head of Unsecured Lending
Joe has worked in the alternative lending space since 2015. During this time he has helped hundreds of SMEs access millions in essential funding ranging from long-term asset-backed lending to short-term unsecured revolving credit lines and beyond. In his role, Joe manages and supports a large team of Credit Finance specialists.
Disclaimer: Funding Options helps UK firms access business finance, working directly with businesses and their trusted advisors. We are a credit broker and do not provide loans ourselves. All finance and quotes are subject to status and income. Applicants must be aged 18 and over and terms and conditions apply. Guarantees and Indemnities may be required. Funding Options can introduce applicants to a number of providers based on the applicants' circumstances and creditworthiness. We are also able to make insurance introductions. Funding Options may receive a commission or finder’s fee for effecting such finance and insurance introductions.
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