Online Bank Statement Download
The table below shows a list of UK financial institutions and whether they offer a statement download that is compatible with Personal Accountz. If you are in any doubt, please telephone your bank or credit card company and check that their online service allows you to download your statements.
Statements can be imported in 2 formats: OFX and QIF. Where neither of these is shown in the format column it is not possible to download statements from that company (please do check directly with them in case this facility has been recently added).
| Financial Institution | Format | Updated |
| Abbey National | OFX | July 2009 |
| Alliance & Leicester | QIF | July 2009 |
| American Express | QIF | July 2009 |
| Bank of Ireland | July 2009 | |
| Bank of Scotland | QIF | July 2009 |
| Barclaycard | QIF/OFX | July 2009 |
| Barclays | OFX | Dec 2009 |
| Cahoot | July 2009 | |
| Capital One | QIF | July 2009 |
| Citibank | QIF | July 2009 |
| Clydesdale Bank | July 2009 | |
| Co-operative Bank | July 2009 | |
| Coutts & Co | QIF | July 2009 |
| Egg | July 2009 | |
| First Direct | QIF | July 2009 |
| Halifax | QIF | July 2009 |
| HSBC | QIF/OFX | July 2009 |
| Intelligent Finance | July 2009 | |
| Isle of Man Bank | QIF/OFX | Mar 2006 |
| Lloyds TSB | QIF | July 2009 |
| MBNA | QIF | July 2009 |
| Morgan Stanley Credit Card | QIF/OFX | Oct 2006 |
| National Irish Bank | July 2009 | |
| Nationwide Building Society | Nov 2009 | |
| Natwest | QIF/OFX | July 2009 |
| Northern Bank | July 2009 | |
| Northern Rock | July 2009 | |
| Royal Bank of Scotland | QIF/OFX | July 2009 |
| Smile | Unknown | |
| Tesco | QIF/OFX | July 2009 |
| The One Account | July 2009 | |
| Ulster Bank | OFX | July 2009 |
| Virgin (MBNA) Credit Card | July 2009 | |
| Virgin Money | July 2009 | |
| Woolwich Bank | OFX | July 2009 |
| Yorkshire Bank | QIF/OFX | July 2009 |
Notes The list above shows those UK institutions we managed to contact that supported statement downloads at the date stated in the right-most column. We have no control over this so cannot accept responsibility if the institution changes their procedures in any way.
If you have more than one account with a provider, always download each account separately and import individually. Personal Accountz does a good job of auto-detecting duplicates, for example inter account transfers. It is possible, however, that some may go through (for example where the from and to accounts use different dates), so please always reconcile your accounts to ensure they are accurate. Personal Accountz includes a reconciliation feature to make this easy.