How to Convert UBS Bank Statements to Excel, CSV, and QBO in 1 Minute or Less
UBS allows you to download transactions into a spreadsheet for the past 12 months only. For older transactions, you’ll
UBS allows you to download transactions into a spreadsheet for the past 12 months only. For older transactions, you’ll
Lloyds Bank allows you to download transactions into a spreadsheet for the past 12 months only. For older transactions,
NatWest allows you to download transactions into a spreadsheet for the past three months only. For older transactions, you’ll
Barclays Bank lets you download statements in CSV format, but only if you have online banking access. That’s fine—until
HSBC only allows clients to download bank statements as PDFs, which quickly becomes a hassle if you need to
First Citizens Bank only provides eStatements in PDF format, which works fine for a quick look at account activity.
Fifth Third Bank does not provide any CSV or bank feeds for their bank statements. They only send out
Santander allows you to download transactions as CSV, but only for 12 months. Beyond this window, you’re left with
American Express only allows its clients to download bank feeds or CSV files for the past six billing statements.
State Street Bank only lets you download statements in PDF format, with no option for a CSV file. For
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