The Income Tracker

How to export your NatWest statement to CSV

By The Income Tracker ยท Updated 8 September 2026

In short

Log in to NatWest Online Banking on desktop, open the account, pick a date range and export as CSV. Then import that file into The Income Tracker and track your money for free, with no bank login.

Export NatWest transactions as CSV

  1. Log in to NatWest Online Banking on a computer.
  2. Select Statements & transactions from the main menu.
  3. Choose View transactions, pick the account and set your date range.
  4. Click View transactions, then choose to export.
  5. From the format drop-down, select Excel, Lotus, 123, Text (CSV file).
  6. Save the file and import it into The Income Tracker.

Always set the date range before exporting so you capture the full period you want.

The Income TrackerImport your NatWest CSV. Free, no account, no bank login.
Open the tracker →

What happens after you import

Drop the file in and every transaction lands in a month-by-month ledger. Drag items into categories, flag the recurring ones, and watch your surplus update as you go. Money moved between your own accounts gets auto-skipped, so transfers never double-count. Duplicates are caught too, so importing overlapping date ranges is safe.

Only got a PDF? You can still import it. See how to import a PDF bank statement.

Frequently asked questions

Can I export NatWest transactions to CSV for free?
Yes. NatWest lets you download your own transactions as a file at no cost from NatWest Online Banking on desktop. You then import that file into a budgeting tool such as The Income Tracker.
Do I need to connect or log in to my bank to use The Income Tracker?
No. There is no open-banking connection and you never enter bank credentials into The Income Tracker. You download the file from NatWest yourself and drop it into the app, which runs entirely in your browser.
Is my NatWest data kept private?
Yes. The Income Tracker is local-first. Your imported transactions stay in your own browser and are never uploaded to a server, unless you choose to sign in to sync across devices.

Other banks

Barclays → CSVExport Barclays transactions HSBC UK → CSVExport HSBC UK transactions Monzo → CSVExport Monzo transactions Starling Bank → CSVExport Starling Bank transactions Lloyds Bank → CSVExport Lloyds Bank transactions Santander UK → CSVExport Santander UK transactions Revolut → CSVExport Revolut transactions Nationwide → CSVExport Nationwide transactions Halifax → CSVExport Halifax transactions Bank of Scotland → CSVExport Bank of Scotland transactions TSB → CSVExport TSB transactions Chase UK → CSVExport Chase UK transactions first direct → CSVExport first direct transactions American Express → CSVExport American Express transactions Virgin Money → CSVExport Virgin Money transactions Co-operative Bank → CSVExport Co-operative Bank transactions Metro Bank → CSVExport Metro Bank transactions Wise → CSVExport Wise transactions Tide → CSVExport Tide transactions

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