Online statements

Stay in control of your finances when reviewing your statements and transactions.

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Online statements

Online mini-statements

Online PDF statements

More about your online statement

FAQs

Online statements

Online banking makes it easy to search your account history by date or transaction type, view up to 7 years of statement history, or switch from paper to online statements. You can keep up to date with your latest transactions online in a number of ways:

Online mini-statement

Your online mini-statement appears on the Account Summary page of online banking. It shows the last 6 transactions on your account as well as your 'Balance' and 'available funds'.

Online PDF statements

You can access up to 7 years of statement history online via PDF. These can be downloaded or printed should you need a copy of your statement. Your online statement includes the following information:

Account: Name of the account the statement covers
Period: Time frame the statement covers
Date: The date when the transaction was made by yourself or claimed by the retailer
Type: This is the type of transaction which has been completed. View a list of abbreviations used on statements.
Description: This gives more detail about the transaction
Paid in: Value of the transaction paid (credited) into your account
Paid out: Value of the transaction taken out (debited) from your account
Balance: This is the balance of the account when the transaction was completed

How can I get a copy of my statement?

If your account is still open, you can view and download up to 7 years of statement history in PDF format using Anytime Banking. To view your latest statement online, follow the steps below:

Select 'Statements' from the menu of Anytime Banking and click on the 'View, save and print PDF statements and certificates of interest (up to 7 years)' option.
Choose an account from the list and click 'Next', then choose which date range you want to view.
Click 'View statement'. Your full statement for that date range will be displayed. At the top of the statement click on the 'Download Statement (PDF)' link.
When prompted select 'Open'. Your statement will be downloaded and opened as a PDF file. You can now print or save the PDF file.

If you are not registered for Anytime Banking or need to order a statement because your account is now closed, please contact our Telephony team on 0818 210 260.

Did you know...

You can also access a PDF copy of your Certificate of Interest through online banking should you need it for tax purposes.

More about your online statement

Payments made by using your debit card in a shop

When you buy something in a shop using your debit card, your 'available funds' are decreased by the amount you have spent. However your 'balance' will only change when the retailer claims the funds from your account. Its at this point that you will be able to see the transaction on your statement and your balance is reduced.

Retailers can take up to 4 days to claim the funds from your account.

When making a purchase using your debit card it will show on your online banking account summary page mini-statement as a 'Debit Card Transaction'. You can also see more information about the transaction buy hovering your mouse over the transaction on your mini-statement.

On your full statement, the last four digits of your card number, the date of the transaction and the name of the retailer are shown.

Regular payments like direct debits or standing orders

When a standing order or Direct Debit is claimed from your account, your balance and available funds will be reduced by the amount of the claim.

For example, if your regular payment is due to be paid on a Monday, your balance and available funds are usually reduced by the amount of the transaction on the previous Saturday morning.

On your Account Summary mini-statement, the transaction will appear as 'Standing order' or 'Direct debit'.

On your full statement, only the retailers name is displayed for a Direct Debit.

Salary payments on your statement

Online payments on your statement

If you make a one-off, online payment to another person or a company, your balance and available balance are usually updated instantly. Your payment will usually reach the recipient within 2 hours.

If the payment is made after 6:30pm, the payment will appear to be made on the following day but your balance and available balance are usually reduced immediately.

The payment will usually appear on your statement as 'CALL REF.NO.XXXX' where XXXX is a unique number that identifies your online banking session. Once our systems complete their processing (usually overnight) a full description will be displayed on your statement as well as the original call reference number.

What is an Annual Summary Statement?

What's the difference?

Statements

Statements only show cleared transactions.
They have a set date range, usually monthly
Can be downloaded as a PDF for your records

Transaction lists

Show cleared and uncleared transactions such as cheques
You can set the range and layout of a transaction list
Transaction lists in Anytime Banking can be expanded to show more information on a single transaction

Go green, go paperless with online statements

It's easy to reduce the paper trail and switch some or all of your accounts to online statements.

Less waste, no shredding required!
Search up to 7 years of statement history online
Switch back to paper statements at any time

Frequently Asked Questions

How long does it take for a transaction to appear on my account? Close

When you use your debit card within a shop, your available funds are usual decreased by the amount of your purchase but there will not be an immediate impact on your balance and the transaction will not instantly appear on your statement. Retailers can take up to 4 days to claim the funds and from that point, the transaction will clearly be displayed within your statement.

When you make a one-off, online payment to another person or a company, your balance and available funds are usually instantly updated and your payment will normally reach the recipient within 2 hours, if sent before the daily payment cut off time. The transaction will clearly be displayed within your statement.

How do I view a Certificate of Interest or Tax Certificate for my account? Close

You can view a Certificate of Interest / Tax Certificate for your accounts within the 'Statements & transactions' section of Anytime Internet Banking.

Please log in to your service and select 'Statements & transactions' from the main menu.

Within the 'Your statements' section select 'Certificates of interest'
Your available certificate of interest documents will be shown on screen for the highlighted account
You can choose a different account if you have more than one
Select the relevant certificate of interest cycle link displayed on the screen and it will download as a PDF as per your browser settings

You can now print or save the PDF file.

Why does information appear differently on different statements? Close

Information can be presented differently, on alternative statements, due to the means that we provide it and the available space associated with each statement type (e.g. your online mini-statement, mobile app statement, online statement or paper statement).

What is a 'Call Ref'? Close

If you make a payment or transfer using online or telephone banking, a unique CALL REF. NO.XXXX is assigned to all transactions made within that session.

When an online or telephone banking transaction is initially debited from your account, the call reference number will show as the description on your statement.

Once our systems complete the processing of the transaction, a full description will be displayed on your statement as well as the call reference number.

The full description for these transactions is normally available by the next working day.

Which accounts can I see statements for in online and mobile banking? Close

You can view your full statements for current accounts, package accounts, saving accounts (including ISA) and credit cards within our online and mobile banking services.

In addition to this, within online banking a mini-statement is provided on the 'account summary' page as a quick reference to your 6 most recent transactions for these accounts, as well as for your mortgage and loan.

How do I turn off paper statements? Close

It’s easy to turn off paper statements, here’s how. In Anytime Banking click on the “Statements” link and select “Stop or start paper statements”. From here you can decide which accounts you’d like to switch to online statements.