Convert a NatWest PDF statement to FreeAgent

Drop your NatWest PDF below and get date, amount and description in the order FreeAgent expects, with no header row — which is what FreeAgent's uploader wants. Your statement never leaves your computer.

Drop your statement here

or choose a file — nothing is uploaded

What you get

The download is a .csv file, deliberately without a header row, with these columns, in this order:

  1. Date
  2. Amount
  3. Description

Worth knowing. The file deliberately has no header row and no byte-order mark, because FreeAgent reads the first line as data. If you open it in Excel and re-save it, Excel may add both back and the upload will reject the first row.

How to download your NatWest statement as a PDF

  1. Log in to NatWest online banking or the app.
  2. Select the account and open statements.
  3. Choose the period you need.
  4. Download the PDF.

Banking apps rename their menus from time to time, so the exact wording may differ slightly. You are looking for the original PDF statement rather than a printout or a screenshot — a printed copy sometimes loses the table structure the converter reads.

How to import it into FreeAgent

  1. In FreeAgent, open the bank account you are uploading to.
  2. Choose the option to upload a statement.
  3. Select the downloaded CSV.
  4. Review the transactions FreeAgent shows you and confirm.

Accounting packages move their menus around between releases, so these are written to describe what you are looking for rather than an exact path.

Notes for NatWest statements

Some statements mark amounts with CR and DR instead of a minus sign; where that happens the converter reads the suffix rather than the sign. NatWest has not yet been checked against a real file — the balance check will tell you whether yours came out right.

Why the conversion happens in your browser

A bank statement lists your income, your address, your spending and your account number. Most converters ask you to upload that to their servers and keep it there. This one reads the file locally instead, so there is no copy of your statement anywhere but your own machine — and nothing that can be breached later.

Common questions

Why does the file have no column headings?

FreeAgent's statement upload expects the first line to be a transaction, not a heading. Adding headers would make it reject the first row.

Should I open it in Excel first to check it?

You can, but do not save it from Excel — Excel tends to add a header and a byte-order mark on save, both of which break the upload. Check it, then upload the original download.

Is my NatWest statement uploaded to convert it?

No. The PDF is read by JavaScript running in your own browser, and there is no endpoint on this site that can receive it. You can watch your browser's network tab while it converts and see that nothing carrying the file leaves.

How do I know the figures are right before I import them?

Where your NatWest statement prints a running balance, every amount is re-checked against it and you are told how many rows that covered. Anything that could not be read safely is listed separately and left out of the file rather than guessed at. Check both before importing into FreeAgent.

What does it cost?

One page credit converts one page, and five are free on your first visit. If a statement is longer than your balance covers, the opening pages convert free as a preview so you can see whether it reads your layout before paying. Nothing is charged when a conversion fails.

Other formats for a NatWest statement

FreeAgent imports for other banks

Every bank and format →

Simple pricing

One credit converts one page, so you pay for what you actually convert — a two-page statement costs two. Five credits are yours to start with.

Free

£0

  • 5 page credits to start
  • Full export, every format
  • No account needed

Enough to check a short statement end to end.

Most popular

Page credits

£9.99

  • 50 page credits
  • Credits never expire
  • One-off — nothing recurring

About four twelve-page statements.

Pro

£24.99/mo

  • 500 page credits a month
  • Tops up automatically
  • Cancel anytime

For bookkeepers running client statements monthly.