Resources

A visual guide to downloading a CSV bank statement if you are a TSB customer. See below for a step by step guide.

  1. Log into your internet banking account.
  2. Scroll down to the bottom of the transaction record and select “export”.
  3. Select a start and end date to be included with a maximum of fiscal year 06/04 to 05/04.
  4. Click on the “format” drop down menu and select “internet banking text/spreadsheet (.CSV)”.
  5. Select “export”.
  6. The file will appear as an excel document at the bottom of the screen.
  7. Click on the file and save it to your documents.
  8. The file is now ready to be attached to an email and sent in reply to your accountant’s original email.

Other Resources

How to download CSV transactions from Clydesdale Bank/Virgin Money

A step by step video guide on how to download a transaction CSV list from Clydesdale Bank/Virgin Money.

Call us today to arrange your free consultation! Stay up to Date

Latest News

Explore our latest blog posts to stay up to date for helpful information on tax incentive programmes, top tips and ways to simplify your business finances.

Setting SMART Goals - The SMART Way to Smash Your Goals

SMART goals are a simple five-part framework that provides you with a clear roadmap to achieving your goals and can be used by businesses or individuals to increase your likelihood of achieving your goal.

5 Tax Incentives to Help Make Your Business More Sustainable

Sustainability has become something of a buzz word recently, and with the increasing threat of a climate disaster and consumers demanding action, it’s something that businesses across sectors and industries should take seriously. In this post we discuss 5 tax incentives to help you on your way to making your business more sustainable.

Top Tips to Deal with The Energy Price Increases from an Accountant

The current cost of living crisis having a significant impact on both households and businesses with the energy price increasing being of particular concern. In this post we will discuss the easy and simple ways to deal with the energy price increases.

Talk To Us

Get in Touch

Please let us know if there's anything we can help you with!