The Income Tracker

How to download your Zopa statement (and track it free)

By The Income Tracker ยท Updated 16 September 2026

In short

Zopa does not offer a CSV export. Download the PDF statement from the Zopa app, copy the transaction rows, and paste them into The Income Tracker. It reads the dates and amounts for you. Free, no bank login.

Download your Zopa statement

  1. Open the Zopa app and select the account: current account, savings, ISA or credit card.
  2. Tap the three dots (or Manage), then Statements.
  3. Pick the month. Zopa adds each statement on the first calendar day of the following month.
  4. Download or share the PDF.
  5. Open the PDF, select the transaction rows, copy them, and paste them into the import box in The Income Tracker.

Zopa issues one PDF statement per month and no CSV, so the paste route is the way in. It reads the dates, descriptions and amounts from the copied text. Do a month at a time and check the totals against the statement.

Formats Zopa offers: PDF monthly statements only. CSV is the cleanest import. OFX and QIF also import directly.

The Income TrackerImport your Zopa 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.

Zopa statements are PDF only. See how to import a PDF bank statement.

Frequently asked questions

Can I export Zopa transactions to CSV?
Not directly. Zopa provides PDF statements from the Zopa app, with no CSV, OFX or QIF option at the time of checking. Download the PDF, copy the transaction rows and paste them into The Income Tracker, which reads the dates, descriptions and amounts from the text.
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 Zopa yourself and drop it into the app, which runs entirely in your browser.
Is my Zopa 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.
Where are Zopa savings statements?
In the app, open the Save and Invest tab, tap the three dots next to Withdraw, then Statements. Cash ISA and Smart Saver statements sit in the same place.

Sources and checking

Facts on this page were last checked on 2026-09-16 against:

Spotted something out of date? Tell us and we will fix it.

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 NatWest → CSVExport NatWest 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 Tesco Bank → CSVExport Tesco Bank transactions Barclaycard → CSVExport Barclaycard transactions Monzo Business → CSVExport Monzo Business transactions Starling Business → CSVExport Starling Business transactions Kroo → CSVExport Kroo transactions Marcus by Goldman Sachs → CSVExport Marcus by Goldman Sachs transactions

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