The table below shows a list of UK financial institutions and whether they offer a statement download that is compatible with Home 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 3 formats: OFX, QIF and CSV. 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).
|American Express||CSV||March 2013|
|Bank of Ireland||QIF/CSV||March 2013|
|Bank of Scotland||QIF/CSV||March 2013|
|Capital One||QIF||March 2013|
|Clydesdale Bank||QIF||March 2013|
|Co-operative Bank||March 2013|
|Coutts & Co||OFX/CSV||March 2013|
|Danske Bank||March 2013|
|First Direct||QIF/CSV||March 2013|
|Intelligent Finance||March 2013|
|Isle of Man Bank||OFX/CSV||March 2013|
|Lloyds TSB||CSV||March 2013|
|M&S Financial Services||March 2013|
|Metro Bank PLC||March 2013|
|Nationwide Building Society||CSV||March 2013|
|Northern Rock/Virgin Money||March 2013|
|Norwich and Peterborough Building Society||March 2013|
|Royal Bank of Scotland||OFX/CSV||March 2013|
|Sainsburys Finance||March 2013|
|Ulster Bank||OFX/CSV||March 2013|
|Union Bank UK plc||March 2013|
|Yorkshire Bank||OFX||March 2013|
|Zenith Bank||CSV||March 2013|
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. Home 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. Home Accountz includes a reconciliation feature to make this easy.