United Kingdom ยท Bank statement

Convert Santander Bank Statement to Excel, CSV or QBO

Convert Santander Bank Statement to Excel, CSV or QBO

Santander UK PLC ยท FSCS protected ยท Official site

Santander UK PLC ยท FSCS protected ยท Official site

Turn your Santander PDF statement into Excel, CSV or QBO in seconds with Docubrew. Built for UK bookkeepers and accountants who are done re-keying transactions by hand. No broken columns, no manual cleanup.

Turn your Santander PDF statement into Excel, CSV or QBO in seconds with Docubrew. Built for UK bookkeepers and accountants who are done re-keying transactions by hand. No broken columns, no manual cleanup.

Files never leave your computer

Rule-based parsing

Excel, CSV and QBO

No per-page limits on desktop

Upload Wells Fargo bank statement to Docubrew

Convert your Santander PDF

Click to add or drag and drop to get started

Upload Wells Fargo bank statement to Docubrew

Convert your Santander PDF

Click to add or drag and drop to get started

Upload Wells Fargo bank statement to Docubrew

Convert your Santander PDF

Click to add or drag and drop to get started

The Problem

Why bookkeepers keep a converter handy

Why bookkeepers keep a converter handy

Bank feed sync failure illustration

The Feed Breaks, or Misses Things

You're closing a client on Friday and the Santander feed stops syncing, or it drops a pending charge that posted later at a different amount. The PDF is the actual record. The feed is only an approximation.

Manual transaction entry illustration

Still Typing Transactions by Hand?

A client hands over a year of Santander PDFs and you start re-keying into a spreadsheet. It takes hours, and one missed digit throws off the whole reconciliation. Most tools that fix this make you upload sensitive client data to someone else's servers. You shouldn't have to choose between speed and where your clients' data ends up.

How it works

Convert a Santander statement to Excel, CSV or QBO in three steps

Convert a Santander statement to Excel, CSV or QBO in three steps

Docubrew turns a Santander PDF into clean, structured data in three steps.

Docubrew turns a Santander PDF into clean, structured data in three steps.

1

Uploading a Wells Fargo PDF statement to Docubrew

Upload your Santander PDF

Drag in a single monthly statement, or batch several at once.

1

Uploading a Wells Fargo PDF statement to Docubrew

Upload your Santander PDF

Drag in a single monthly statement, or batch several at once.

2

Selecting pages from a Wells Fargo statement

Select the Pages You Need (Optional)

Preview every page and pick only the ones with transactions. Skip cover pages, disclosures, and summaries so you only export the data that matters.

2

Selecting pages from a Wells Fargo statement

Select the Pages You Need (Optional)

Preview every page and pick only the ones with transactions. Skip cover pages, disclosures, and summaries so you only export the data that matters.

3

Downloading the converted CSV file

Download in the format you need

Get an Excel workbook, a CSV or a QBO file with debits and credits in their own columns and wrapped descriptions reassembled. A preview step lets you check the rows before anything reaches your books.

3

Downloading the converted CSV file

Download in the format you need

Get an Excel workbook, a CSV or a QBO file with debits and credits in their own columns and wrapped descriptions reassembled. A preview step lets you check the rows before anything reaches your books.

Santander format

From a Santander PDF to clean Excel, CSV or QBO file

Santander statements are built to be read by people, not parsed by software, which is exactly why copy-paste falls apart. Docubrew is built around the Santander layout so the data lands clean.

Santander-Checking.pdf

Synthetic example of a Wells Fargo bank statement in PDF format
Synthetic example of a Wells Fargo bank statement in PDF format

This is an example bank statement with no real data.

Santander-Checking.csv

Date,Description,Money in,Money out,ยฃ Balance
04/15/2025,Deposit from Employer ABC Industries,2950.00,,4195.67
04/16/2025,Zelle Transfer to Marcus Lee Ref # f9KpL2mN8r3,,120.00,4075.67
04/17/2025,Shell Oil 574328 Houston TX,,48.76,4026.91
04/18/2025,Kroger #841 Birmingham AL,,67.23,3959.68
04/18/2025,Starbucks Store 03245 Birmingham AL,,6.15,3953.53
04/19/2025,Online Transfer from Savings Ref # OT19A2K7,500.00,,4453.53
04/20/2025,Netflix.com 866-579-7172 CA,,15.49,4438.04
04/20/2025,Spotify USA New York NY,,10.99,4427.05

01

Separate Money in and Money out columns, plus a Balance column

Santander lists credits under Money in and debits under Money out, with a running Balance, not one signed amount. Copy-paste collapses the two columns and loses the sign. Docubrew keeps them apart.

02

The date never carries a year, and the list can span a year end

Every row shows only an ordinal day and short month, like 10th Jul, and the year sits once in the period header. Docubrew reads the header and writes the right year onto every row across a year-end

03

A "balance brought forward" opener and a "balance carried forward" closer

Both are furniture, not transactions, and a naive extractor emits them as phantom rows. Docubrew excludes both.

04

Reward and summary boxes above the transaction list

Average balance for the month, interest and refunds paid, and the Edge account's cashback box sit above the transactions but are not transactions. Docubrew leaves every summary and reward box out.

05

Descriptions wrap onto a second line

Descriptions often wrap onto a second line: a MANDATE NO continuation, or a town-and-date detail on an ATM withdrawal. Docubrew reassembles the wrapped lines into one Description cell.

06

Commas inside descriptions

Santander descriptions carry commas constantly. Written raw into a CSV, each comma starts a new column and the balance slides off the row. Docubrew quotes any field with a comma so the columns hold.

Santander Facts

Date format

Ordinal day and short month on every row (e.g. 9th May), no leading zero; the year appears only in the "Your transactions ... to ..." period header.

Statement retention

Statements and documents are available online for up to 7 years while the account is open and paper-free.

Native export

Formal statements download as PDF. Online Banking's separately offers Excel, Quicken (QIF), PDF, or Microsoft Money, capped at 600 transactions per download.

Accounts

Santander accounts we support

Santander accounts we support

Docubrew has pre-built support for Santander's main deposit-account types.

Docubrew has pre-built support for Santander's main deposit-account types.

Personal checking and savings columns

Everyday Current Account

Santander Edge current account

Santander Edge Up current account

Basic Current Account

Business accounts

Business Current Account - Classic

Treasurer's Current Account

Output

What you get: a clean,
structured data in three formats

  • PDF

    PDF

    PDF

  • CSV

    CSV

    CSV

  • CSV

    CSV

    CSV

Docubrew exports an Excel workbook (.xlsx), a CSV, or a QBO file with one row per transaction. Each row carries the fields you actually reconcile against.

Transaction date

Description / payee (reassembled when it wraps)

Money out and Money in in separate columns

Balance

Account number & statement period

One clean output, everywhere you need it

Take .xlsx if you want a workbook that opens straight into Excel, formatting intact. Take CSV for Google Sheets, Xero, FreshBooks, and most accounting software that accepts CSV bank transactions. Take QBO for the QuickBooks bank feed. Whichever you pick, it's a clean import, not a live connection, so you stay in control of what goes into the books.

Get your PDF

How to download your Santander statement as a PDF

1

Sign in

Sign in to Santander Online Banking at santander.co.uk (or open Santander Mobile Banking).

1

Sign in

Sign in to Santander Online Banking at santander.co.uk (or open Santander Mobile Banking).

2

Open Account

In Online Banking, click Statements and documents. In the app, tap Mailbox (top right), then Statements and documents.

2

Open Account

In Online Banking, click Statements and documents. In the app, tap Mailbox (top right), then Statements and documents.

3

Statements

Choose the account you need.

3

Statements

Choose the account you need.

4

Select Month

Select the statement month and the document to view. Statements are available for up to 7 years.

4

Select Month

Select the statement month and the document to view. Statements are available for up to 7 years.

5

Download & Convert

Download the statement as a PDF, then convert it with Docubrew.

5

Download & Convert

Download the statement as a PDF, then convert it with Docubrew.

Santander's Download transactions feature and its privacy-masked Midata CSV are built for other purposes, not bookkeeping. For the formal record or older periods you work from the PDF.

Who it's for

Built for the people who live in bank statements

Wherever Santander PDFs pile up, Docubrew turns them into clean, sortable data.

Bookkeepers and firms onboarding a client's year of bank statement PDFs and reconciling faster

Bookkeepers & Firms

Onboard a client's year of Santander PDFs and reconcile in a fraction of the time.

Bookkeepers and firms onboarding a client's year of bank statement PDFs and reconciling faster

Bookkeepers & Firms

Onboard a client's year of Santander PDFs and reconcile in a fraction of the time.

Small business owners tracking cash flow from converted bank statement data

Small Business Owners

Clean transaction data for cash-flow tracking without manual entry.

Small business owners tracking cash flow from converted bank statement data

Small Business Owners

Clean transaction data for cash-flow tracking without manual entry.

Structured, sortable bank statement records for tax filing and deductions

Tax Preparation

Structured, sortable records for filing season and deductions.

Structured, sortable bank statement records for tax filing and deductions

Tax Preparation

Structured, sortable records for filing season and deductions.

PDF bank statements turned into analyzable data for year-end and audit support

Year-end & Audit Support

Turn formal PDF statements into analyzable data when native export won't reach back far enough.

PDF bank statements turned into analyzable data for year-end and audit support

Year-end & Audit Support

Turn formal PDF statements into analyzable data when native export won't reach back far enough.

Security shield illustration for Docubrew showing client bank statement data stays with the bookkeeper, not on external servers

Trust & Security

Your clients' data stays where it belongs, with you

Local desktop processing

Local Desktop Processing

With the desktop app, everything runs locally on your device. Your clients' bank data never leaves your network.

Secure cloud conversion

Secure Cloud Conversion

Choose the cloud and your files are encrypted on upload and automatically deleted within 24 hours. Nothing is kept after that.

Rule-based deterministic parsing

Same Input, Same Output

Docubrew uses rule-based parsing, so the same statement always produces the same result. No AI, no guesswork, and nothing sent to a model for training.

FAQ

Answers to your questions

How do I convert a Santander statement to Excel, CSV or QBO?

Upload your Santander PDF statement to Docubrew, let the rule-based parser extract every transaction, and download the result as an Excel workbook, a CSV, or a QBO file for QuickBooks. On the desktop app the entire process runs on your own computer, so your statement is never uploaded anywhere.

Does Santander let you download statements to Excel, CSV or QBO?

Not the formal monthly statement. That downloads as a PDF, and Santander keeps statements and documents online for up to 7 years while the account stays open.

Separately, Online Banking has a "Download transactions" feature offering Microsoft Excel, Quicken, PDF, or Microsoft Money, capped at 600 transactions per download, and a Midata CSV built for account-comparison sites, which masks personal data and sensitive transactions by design.

Neither is built for bookkeeping. For the formal document, for older periods, or for a clean, complete transaction history, you are working from the PDF, so a converter like Docubrew is the reliable way to get the data into Excel, CSV, or QBO.

Does Docubrew handle Santander's separate Money in and Money out columns?

Santander lists credits under "Money in" and debits under "Money out," with a running "Balance" column on the right, rather than one signed amount. Paste that into a spreadsheet and the two amount columns run together and the sign gets lost. Docubrew keeps Money in and Money out in their own numeric columns under Santander's own labels.

How accurate is the conversion?

Docubrew is near-perfect on digital (text-layer) PDF bank statements, the kind you download straight from Santander. Every conversion ends with a preview step, so you can check the rows before you download. Nothing reaches your books unseen.

Can it convert scanned Santander statements?

Docubrew currently processes text-layer (native digital) PDF statements, the kind you download straight from Santander Online Banking. Scanned and image-based PDF support is on the near-term roadmap. If that is blocking your workflow, contact us at support@docubrew.com and we will let you know when it ships.

Do you convert Santander credit card statements?

Not yet. Docubrew currently handles Barclays deposit-account statements, the current-account and savings statements you download from Santander Online Banking. Santander credit card statement support is not available at launch. If you need it, contact us at support@docubrew.com so we can gauge demand.

Is it safe to convert my bank statement here?

Yes. The desktop app parses your file entirely on your own machine, so nothing is uploaded or stored. The cloud option encrypts every upload and deletes files automatically within 24 hours.

Does it work with QuickBooks and Xero?

Yes. For QuickBooks you can export a QBO file and upload it straight to the bank feed. For Xero, Sage, FreeAgent, FreshBooks, and most other accounting software, the CSV imports directly. If you would rather work in a spreadsheet first, take the Excel workbook. Either way it is a clean import, not a live connection, so you stay in control of what goes into the books.

Can I convert several Santander statements at once?

Yes. Batch processing lets you upload dozens of statements in a single run and download each result as its own file. It's built for firms reconciling multiple clients each month, so you're not converting one PDF at a time.

How is this different from other bank statement converters?

Docubrew offers both a desktop app for local processing and an encrypted cloud option. Many converters are cloud-only, and others make you choose desktop or cloud up front. If you need control over where each client's data is processed, that per-job flexibility matters.

Isometric illustration showing Docubrew workflow with PDF bank statements being converted to CSV files

Your Bank Statement Workflow Is About to Get a Whole Lot Easier

Built for bookkeepers, export Excel workbook, CSV and QBO files in seconds.

Isometric illustration showing Docubrew workflow with PDF bank statements being converted to CSV files

Your Bank Statement Workflow Is About to Get a Whole Lot Easier

Built for bookkeepers, export Excel workbook, CSV and QBO files in seconds.

Isometric illustration showing Docubrew workflow with PDF bank statements being converted to CSV files

Your Bank Statement Workflow Is About to Get a Whole Lot Easier

Built for bookkeepers, export Excel workbook, CSV and QBO files in seconds.