Lloyds TSB paperfree statements

Dagobert

I was considering going paperfree but when I looked at the online options for printing statements I got the impression that it is not possible to print a monthly statement with any ease.

For example, I selected the period 1st - 30th November. The first screen shows about two dozen transactions and you can view other transactions within that period by clicking previous / next.

As far as I can see, I can only print the transactions showing on screen and to print the next set I would have to go to previous, print, ...

Am I missing something?


Do they email you when a new statement is ready?

Does the paperfree method have a concept of a monthly statement at all or is it just a case of selecting transactions and printing /saving them?

Mikeyorks

Dagobert wrote: »

1) Do they email you when a new statement is ready?

2) Does the paperfree method have a concept of a monthly statement at all or is it just a case of selecting transactions and printing /saving them?

1) Unsure if that's an option as I did it so long ago but - no. Never get Emails, I just log in periodically as I use this essentially as a savings account. Current account(s) with Halifax (same platform) - been paperless ever since its introduction - no longer any emails. But I do a quick check daily.

2) No. It just rolls on a page basis.

But if you're going 'paperfree' I can't see the point in printing Statements at home? You might as well let them continue.

Dagobert

Mikeyorks wrote: »

But if you're going 'paperfree' I can't see the point in printing Statements at home? You might as well let them continue.

When I said "print" I meant print to file.

I have such a huge amount of transactions - my folders are filling and piling up.

But if the only online print option is printing 20 transactions at a time I'd end up with dozens of files per month rather than one multi-page PDF.

That's one of the reasons I haven't gone paperfree.

cottonhead

I use the internet banking and you can search between certain specified dates and just keep going back and back if you need to. On the page it shows 1 whole month at a time when I check it....

Dagobert

On screen, 25 transactions are shown. If I select 1st-30th Nov (62 transactions), I get three online pages, which have to be printed separately. The A4 print-out covers two pages (if I remove the "useful information" prior to printing, otherwise I get three pages) as 25 transactions don't fit on a page.

The only way to get a monthly statement is by stitching the three PDF files together. And unlike the paper statement, the transactions are shown in reverse chronological order.

What a rubbish system: you can't even print your whole search result in a oner.

Milarky

Rather than print the visible screen - to paper - you have the option to 'Export' transactions in a date range to an Excel-type format.

However they don't want to make it easy or anything doing that either!

I just now tried grabbing my November statement period using this option

The first difficulty is the transaction number limit doing this is 150

The second difficulty is the box requires you to input a date range as "first date --> end date" but then proceeds to dump the information in reverse date order to a spreadsheet!

Your 62 transactions it could handle - you would just get the dates going 'backwards' down the spreadsheet - and there are simply fixes* for this which can be applied after.

But my first sheet ('1st to 30th' remember) came out with the '30th' at the head and ran at out line 150 sometime on the '16th'
So I then had to specify '1st' to '16th' knowing full well it would start at the 16th and merely head off towards '1st' without necessarily getting there. In fact it only got to the '3rd'

So on to Excel export number 3: '1st' to '3rd' (a mere 51 lines - well within the limit) which does all come out.

Now to reconstruct my November statement period I just have to strip off the overlapping transactions at the foot of sheet 1 and sheet 2, then copy and paste what's left of sheet 2 to the bottom of sheet 1 and sheet 3 to the bottom of this new sheet 1. Then *put an index '1','2' in the column to the right of the first two ('30th') transactions and copy this pair down all 341 rows to create a sequence. Then I can select the whole area - including my index - and 'sort' the sheet by this final column in 'descending' order. That puts my transactions in correct date order. I can pretty up the data if I chose (2 decimal places) but otherwise I'm done.

[I'm paperless, btw, but, with four accounts, don't see any need to collect statements when the [I]data[/I] - if not in the format I would prefer - is going to be kept by LSTB for any number of years. So I'm 'happy' but I'm not, if you see?]