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).

Financial Institution Format Updated
American Express CSV March 2013
Bank of Ireland QIF/CSV March 2013
Bank of Scotland QIF/CSV March 2013
Barclaycard OFX/QIF/CSV March 2013
Barclays OFX/QIF/CSV March 2013
Cahoot   March 2013
Capital One QIF March 2013
Citibank QIF/CSV 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
Halifax QIF/CSV March 2013
HSBC QIF/OFX 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
MBNA QIF/CSV March 2013
Metro Bank PLC   March 2013
Nationwide Building Society CSV March 2013
Natwest OFX/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
Santander CSV March 2013
Smile   March 2013
Tesco OFX/CSV 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.