Metro Bank statement to CSV

Getting the PDF out of Metro Bank

1. Log in to internet banking, the same platform for personal and business customers.
2. Click the account you want statements for.
3. Click Documents, then Account Statements.
4. Select the year, then click View for the month you want.
5. View and download the statement.

Metro’s help asks you to switch off any pop-up blocker first.

A Community Current Account is run through Business Online Banking, which Metro also offers in its app.

From Metro Bank’s own help: Where can I find my statement?, Community Current Account, Business Online Banking.

What a Metro Bank statement looks like, and what we do with it

A Metro statement is two documents in one PDF: two pages on charges, then the statement proper, two or three pages under the heading Metro Bank Community Account Statement. Its table reads Date, Transaction, Money out (£), Money in (£) and Balance (£), money out first, with every row dated in full, as 09 MAR 2024 with the month in capitals, and every row carrying a balance. Rows run oldest first, the statement number repeats at the top of each page, and the last page is notices about compensation and complaints.

The statement opens with a Summary of charges, listing each fee for the period, then Details of Transaction and Cash Charges, a table that counts the Card Purchases, Direct Debits and Outward Faster Payments with a Volume, a Price and a Charge.

We read none of it as a transaction. The rows start under Your transactions, on a later page.

A card purchase carries two dates: the day it reached the account in the Date column, and the day it was made in the description, after the words Card Purchase. A refund carries the date of the purchase it reverses, which can be months earlier.

We date the row by the Date column and keep the purchase date in the description, where it was printed.

A payment runs over two to four lines: its type and the start of the payee’s name, the rest of the name, the payee’s bank, then the reference. Where the bank is not given, the line reads NA.

We join them into one description, reference included, so two payments to the same payee on one day still read apart.

Your account summary sets the Opening balance, Total money in, Total money out and End balance beside the account number and sort code, and the table opens with Balance brought forward and ends with Closing Balance.

We start the running balance from Balance brought forward, check every row against it, and compare our money in and money out with the summary’s totals. Neither balance line is exported.

What this page is based on

Three Community Account statements: two months of a charity’s account, from 2022 and 2024, filed with its accounts on the charity register, and one month of a community group’s account from 2025, published in parish council papers. All three passed every check we run: each row against its balance, our totals against the summary’s, and Balance brought forward carried through to Closing Balance. The two from the charity, opened together, came out as one account with a break between them, which is right, since nineteen months separate them.

Metro’s Business Bank Account and Commercial Current Account, statements from Business Online Plus or Commercial Online Banking, Metro’s Business Credit Card, and its personal Current Account have not been seen by the parser.

Once it is converted, the import steps for each accounting package are the same for every bank.

Questions

Privacy, scans and price work the same for every bank, and the home page answers them.