Convert Metro Bank statements to Excel or CSV
Metro Bank says you can download PDFs of all your statements since the account was opened, so long history is there if you need it. The catch is that it's all PDFs. Upload the statements here and the transactions come back as Excel or CSV for Self Assessment, a mortgage application or your bookkeeping software.
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How to get your Metro Bank statement into Excel
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Download the PDF statement from Metro Bank online banking
- Log in to Metro Bank Online Banking.
- Click the account, then 'Documents' and 'Account Statements'.
- Select the year, then click 'View' for the month you need.
- Save the statement for the period you need as a PDF.
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Upload it here
Scans and phone photos work too.
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Download Excel, CSV, or QuickBooks and Xero CSV
Check the rows against the statement, then export.
Sample result
Your Metro Bank statement in Excel
Made-up sample rows, not a real statement.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 Salary - Example Employer Ltd | Salary - Example Employer Ltd | 2,500.00 | 3,500.00 | |
| 2026-01-05 Card payment - Sample Grocery Co | Card payment - Sample Grocery Co | 120.00 | 3,380.00 | |
| 2026-01-09 Rent - Placeholder Properties | Rent - Placeholder Properties | 1,200.00 | 2,180.00 | |
| 2026-01-14 Transfer from savings | Transfer from savings | 300.00 | 2,480.00 | |
| 2026-01-20 Utility bill - Demo Energy Co | Utility bill - Demo Energy Co | 80.00 | 2,400.00 | |
| 2026-01-27 Card payment - Fictional Coffee Co | Card payment - Fictional Coffee Co | 15.00 | 2,385.00 |
Statement notes
What to know about Metro Bank statements
Every statement since opening
Because Online Banking keeps statements back to the day the account opened, you can rebuild several years in one sitting. Upload the PDFs together and the set is checked for missing, duplicate or overlapping months before you export, which beats lining up dozens of files by hand.
Account details above the table
Account details and the statement period sit above the transaction table on the first page. Copy-paste tends to drag them into the first rows of your spreadsheet. The conversion keeps header information separate, so the table starts with the first real transaction.
Card purchase locations
For card purchases, the location prints on a separate line from the merchant name. The converter joins the two into one description, so a coffee in Leeds doesn't become two rows, and matching rules in your software can work on the full text.
Signed amounts
Each transaction comes out with a single signed amount, money out negative and money in positive. Starting from the opening balance, the rows are added up and compared with the closing balance, so you know the conversion is complete before importing.
Output and review
From Metro Bank PDF to your books
Accounting tip
In Xero, the first CSV import asks you to map the columns, and Xero remembers that mapping for later files. Import the Xero-ready CSV into the matching bank account, oldest statement first, and reconcile each month before loading the next.
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Checked before export
Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.
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Export formats
Excel, CSV, JSON, or QuickBooks and Xero CSV.
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Private workspace
HTTPS uploads, kept private until you ask support to delete them.
FAQ
Metro Bank statement questions
Can I get Metro Bank statements from years ago?
Will my name and account number end up in the spreadsheet?
Can I import converted Metro Bank rows into QuickBooks or Xero?
Convert your Metro Bank statement to Excel
Private workspace. HTTPS upload. No credit card needed.
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