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Convert your Coutts statement to OFX

Based in London, United Kingdom, Coutts provides statements to its customers as PDF documents in online banking. Upload the statement PDF below and download an OFX-formatted export of the statement's transactions — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

Coutts statements to OFX: what you get

This .ofx file carries the reconciled Coutts transactions in standard OFX structure — the format to choose when your software's import menu lists OFX, QFX or 'bank statement file' rather than CSV.

The main use is rebuilding history in software after a bank feed has lapsed. Statements from United Kingdom banks print dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.

Trust in the output comes from the statement's own arithmetic. Coutts prints balances that its transaction list must sum to; the converter repeats that sum independently on the extracted data. A dropped row, a duplicated row or a misread digit breaks the chain and is flagged at the row where it breaks, with the expected and printed balances shown side by side.

Read a Coutts statement as three zones. The header zone names the account and the period — check those first, because a wrong-period PDF converts beautifully and reconciles against the wrong month. The middle zone is the transaction list itself. In a sectioned layout — deposits, then withdrawals, then fees — compare section totals first. Knowing which layout you hold tells you where to look before the marked rows even load.

In United Kingdom, bookkeepers commonly work in Xero, Sage, QuickBooks and FreeAgent; the Excel and CSV exports from this converter are the files those tools import, and the Xero export is laid out for direct import where the tool accepts it.

Keeping evidence with the conversion

File three things together for every {bank} month: the statement PDF, the converted file, and the reconciliation outcome. Anyone reviewing the work later — a partner, an auditor, a tax adviser — can re-perform the month from that trio without asking you anything.

Before you use the file

Some tools read the OFX memo field and some read the name field for descriptions. If imported descriptions look truncated in your software, that is a display choice in the tool, not missing data — the full text remains in the file.

How to download a statement PDF from Coutts

  1. Log in the way you normally bank. Statements downloaded from the bank's own portal are the document of record. Avoid email forwards and re-saved copies where you can.
  2. Go to the account, then its documents. Statements usually live under the account menu, labelled Statements, Documents, or eStatements, depending on the bank.
  3. Choose the statement period. Pick the month (or months) you need. For catch-up bookkeeping, download each month as its own PDF.
  4. Download the PDF version. Use the Download / Download PDF option. If only a print view is offered, print the statement to PDF from the browser.
  5. Upload the PDF here. Upload the PDF above and check the reconciliation result before you download the converted file.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Tip: a statement that covers a partial period (account opened or closed mid-month) still converts and reconciles; its balances simply anchor a shorter chain.

Questions and answers

How do I convert a Coutts statement to OFX?

Download the statement PDF from Coutts online banking, upload it to the converter on this page, and download the an OFX-formatted export of the statement's transactions. The transactions are extracted, put into the same standard columns used for every bank, and checked against the statement's balances first.

What date and number formats do Coutts statements use?

Like most banks in United Kingdom, Coutts prints dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56). Conversion normalizes dates to an unambiguous form in the output while leaving the figures themselves untouched.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

Which file should I upload — the PDF or a portal CSV export?

The statement PDF. It is the issued document and it carries the opening and closing balances the reconciliation check verifies against; a portal CSV has the transactions but nothing to prove them against.

Are amounts converted into another currency?

No. The converter changes layout, not currency: figures stay in £ exactly as Coutts printed them.

Can I convert statements for several Coutts accounts?

Yes — convert each account's statements separately so each one reconciles against its own balances, then combine the exports in your software if you need a single view.

What if Coutts only offers paper statements?

Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.

How far back can I get Coutts statements?

That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for Coutts statements

Coutts statement to Excel

Convert the same Coutts statement PDF to Excel instead.

Coutts statement to CSV

Convert the same Coutts statement PDF to CSV instead.

Coutts statement to Xero

Convert the same Coutts statement PDF to Xero instead.

Back to the Coutts statement converter hub or the United Kingdom bank directory. Other United Kingdom banks: Barclays statement to OFX · HSBC UK statement to OFX · Lloyds Bank statement to OFX · NatWest statement to OFX

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