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Exporting statements in CSV or similar format.
Cmdr_Bond
Posts: 639 Forumite
Do Lloyds, Halifax or nation wide allow you to export statements in CSV or Similar format?
I was thinking of using an Account Aggregator - but as that gives them all my spending/saving habits I don't think I'll bother.
Also, apart from Excel, what windows applications would you recommend to import them into? Support for incremental updates would be good to save removing duplicate entries.
Many thanks.
I was thinking of using an Account Aggregator - but as that gives them all my spending/saving habits I don't think I'll bother.
Also, apart from Excel, what windows applications would you recommend to import them into? Support for incremental updates would be good to save removing duplicate entries.
Many thanks.
Not as green as I am cabbage looking
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lloyds do I use themGetting fit for 2013 - Starting weight 10.1.13 88.1kg
Weight 27.3.13 79.1kg
weight 2.4.13 79.9kg Weight 24.4.13 77.8kg. 4.6.13 76kg
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Excellent - 1 down 3 to go (although I presume Halifax probably will soon, even if they don't now)Not as green as I am cabbage looking0
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HSBC also do, as do NatWest, if you were open to going outside those 3 banks.
I've used both, downloading & importing into excel - tbh I can't really think what else you would want to open the csv files in - since you will almost certainly want to edit or re-format the data once you have it (otherwise just read it off the screen, or copy/paste from browser)0 -
Halifax's old online banking only allows downloads of full monthly statements and only if you have online statements only.
I believe the new system will allow downloads whenever you want, although I'm yet to be transferred to the new system.0
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