TSB PDF statements

wallofbeans

Hello,

I'm just trying to get into my TSB current account and download PDFs of my monthly statements. I wanted to get a good idea of what I'm spending each month vs what I am earning, and I thought looking at the statements and the total IN and OUT each month would be the perfect way to do it...

But I can't figure out how to do it on the TSB site! They don't seem to have monthly statements anymore and no mention of total in and out each month, except when you look at a different 'summary' tab, but that's only available for the last three months...

Is there another way to do this? Am I missing something?

Thanks!

GTR_King

I don't think TSB do PDF Statements yet

paragon909

TSB doesn't offer PDF files, If you have paperless set on your account it shows on the summary page Money in and Money out...

Dobbibill

TSB only offer you to export the data in 2 formats CSV or QIF.

One way you could get around it is to 'search statement date' eg 01/09/16 - 30/09/16 and then click the 'print' option. Instead of printing, save to file. This saves it in PDF format. That would give you a monthly statement for your records, unfortunately it won't give you the 'money in' or 'money out' options you were looking for.

HTH

wallofbeans

paragon909 wrote: »

TSB doesn't offer PDF files, If you have paperless set on your account it shows on the summary page Money in and Money out...

Yeah, but only for the most recent three months.

wallofbeans

Dobbibill wrote: »

TSB only offer you to export the data in 2 formats CSV or QIF.

One way you could get around it is to 'search statement date' eg 01/09/16 - 30/09/16 and then click the 'print' option. Instead of printing, save to file. This saves it in PDF format. That would give you a monthly statement for your records, unfortunately it won't give you the 'money in' or 'money out' options you were looking for.

HTH

Yeah, I figured that out.. but you're right, it doesn't do the money in and out I wanted.. I was looking for another way to get that information for every month but the only way seems to be to print all my statements and add up each amount in and out to create my own totals..

Dobbibill

wallofbeans wrote: »

Yeah, but only for the most recent three months.

I've just found a drop down menu on mine so you can do the past year in total.

It was just opposite the wording 'Classic Plus'.

Doesn't do individual statements but batches of 3 months.

I never even knew about this myself either so thank you for posting the question - learn something new every day

takman

wallofbeans wrote: »

Yeah, I figured that out.. but you're right, it doesn't do the money in and out I wanted.. I was looking for another way to get that information for every month but the only way seems to be to print all my statements and add up each amount in and out to create my own totals..

You could export the transactions each month in CSV format and import them into a spreadsheet program. This would allow you to add up expenditure and income each month and keep a record of it.

wallofbeans

Dobbibill wrote: »

I've just found a drop down menu on mine so you can do the past year in total.

It was just opposite the wording 'Classic Plus'.

Doesn't do individual statements but batches of 3 months.

I never even knew about this myself either so thank you for posting the question - learn something new every day

I can't find the drop down menu you mention? The only thing opposite the classic plus wording is info on funds available and then 'make a payment' next to that...

Dobbibill

wallofbeans wrote: »

I can't find the drop down menu you mention? The only thing opposite the classic plus wording is info on funds available and then 'make a payment' next to that...

Once you go into the 'summary' section

wallofbeans

Dobbibill wrote: »

Once you go into the 'summary' section

Oh.. got it.. But do you mean the 'Annual Summary' tab? I've not had the account for a year yet and so it says I can't do it. It's the last three months or a full year but nothing inbetween!