Downloading your Transaction Listings

For our mortgage research, we may need recent transaction listings. Many banks now offer these online, allowing you to download up-to-date records of your account activity. Transaction listings provide additional details beyond monthly statements, helping us assess your financial position accurately. Follow our simple steps to download these from your bank's online platform.

Log into Online Banking
Select Statements from the left-hand menu
Under Search for a transaction, click Search transactions
Follow the on-screen instructions
Search by type, date, description or amount
Set the date range to the latest 3 months
Export to Excel (not PDF)

Log into Online Banking
Select More actions on the right-hand side
Select Search
Set the period to the last 3 completed months
Leave description/amount blank and select All transaction types
Select the magnifying glass icon
Select Export .CSV at the bottom of the screen

Log into your online banking account
Select the relevant account
Choose start and end dates (latest 3 months)
Select Download transactions
Choose Download CSV file
The file will download automatically
Save the file and attach it to your email

Log into Online Banking
Select Transactions from the top navigation
Enter the latest 3 months
Select the search icon
Select Download and choose .CSV
The file will save to your Downloads folder

HSBC do not currently offer Excel or CSV transaction exports.

Log into your online banking account
Select the account you need
Scroll down and select Export
Choose the latest 3 months
Select Export
Open and save the Excel file
The file is ready to send

Log into Online Banking
Select View transactions
Select the latest 3 months
Select Download transactions
Choose Microsoft Excel (XLS)
Select Download
Save the file and attach it to your email

Need help with transaction listings?

If you’re unsure which file to download or your bank doesn’t offer an export, send us what you can and we’ll guide you through the next steps.

Book your free intro call

Other guides & resources

These guides cover other documents we commonly request during a mortgage application, and explain exactly what lenders are looking for.

How to Download Your Bank Statements

Step-by-step guides showing how to download bank statements from the major UK banks, in the correct format lenders require.

Read guide →

Tax Documentation Guide

Guidance on SA302s, Tax Year Overviews and how to download the right documents from HMRC for self-employed and director applicants.

Read guide →

Payslips Guide

What lenders expect to see on your payslips, how many are required, and how they must match your bank statements.

Read guide →

First-Time Buyer Workbook

A practical guide covering the mortgage process, budgeting, documents required and common pitfalls for first-time buyers.

View workbook →

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IMPORTANT: With investments, your capital is at risk. Pensions and investments can go down in value as well as up, so you could get back less than you invest.

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