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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. See below for a step by step guide.

  1. Login into your online banking account.
  2. Select “account details”.
  3. Scroll down and select “download transactions” on the right side of the screen.
  4. Select a start and end date to be included with a maximum of fiscal year 06/04 to 05/04.
  5. Select “basic transcription”.
  6. Select “export.
  7. The file will appear as an excel document at the bottom of the screen.
  8. Click on the file and save it to your documents.
  9. The file is now ready to be attached to an email and sent in reply to your accountant’s original email.
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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.

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