{"id":38422,"date":"2023-09-18T13:43:42","date_gmt":"2023-09-18T13:43:42","guid":{"rendered":"https:\/\/swoopfunding.com\/za\/?post_type=blog&#038;p=38422"},"modified":"2024-06-07T19:21:58","modified_gmt":"2024-06-07T19:21:58","slug":"how-to-download-a-bank-statement","status":"publish","type":"blog","link":"https:\/\/swoopfunding.com\/za\/blog\/how-to-download-a-bank-statement\/","title":{"rendered":"How to download a bank statement"},"content":{"rendered":"<div class=\"aivoov-player-block\">\n\t<div class=\"read_this\">Read this article to me<\/div>\n\t\t\t<style>\n\t\t\t.plyr__controls .plyr__controls__item:first-child{\n\t\t\t\tbackground:#2e9c8e !important;\n\t\t\t}\n\t\t\t:root{\n\t\t\t--plyr-color-main:#2e9c8e;\n\t\t\t--plyr-audio-controls-background:#f0f2f4;\n\t\t\t--plyr-audio-control-color:#546a7b;\n\t\t\t}\n\t\t\t[data-plyr=\"mute\"]{color:#2e9c8e !important}\n\t\t\t.aivoov-text-color{color:#546a7b}\n\t\t<\/style> \n\t\t<div class=\"audio_player\">\n\t\t<audio class=\"js-player\" controls=\"\">\n\t\t\t<source src=\"https:\/\/monky-voice-over.s3.amazonaws.com\/aivoov\/781640cc-7bc1-4bbf-9492-22dedc19678b\/74ccc7ab-0c02-40a8-b36e-27c1a87bd093.mp3\" type=\"audio\/mp3\">\n\t\t\t<source src=\"https:\/\/monky-voice-over.s3.amazonaws.com\/aivoov\/781640cc-7bc1-4bbf-9492-22dedc19678b\/74ccc7ab-0c02-40a8-b36e-27c1a87bd093.mp3\" type=\"audio\/ogg\" \/>\n\t\t<\/audio> \n\t\t\t\t <div class=\"powerd_by aivoov-text-color\"><p><a rel=\"nofollow noopener\" target=\"_blank\" href=\"http:\/\/aivoov.com\/?um_source=plugin_powered_by\" style=\"color: inherit;\">Powered by AiVOOV<\/a><\/p><\/div>\n\t\t \n\t\t<\/div>\n\t\t<\/div>\n\n\n\n<p>If your business uses online banking, there might be times when you need to download a bank statement. If you\u2019re not quite sure what the process involves or how to go about it, this blog runs through all you need to know.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is a bank statement?<\/h2>\n\n\n\n<p>A bank statement summarises all of your business transactions over a set period of time. This is usually one month (or 30 days). Whether it\u2019s a paper copy or a digital one, a bank statement enables you to quickly view all the financial transactions that have gone into and come out of your business bank account, as well as what your current bank balance is. Business bank statements provide valuable information and can help you to better manage your business finances, so it\u2019s certainly worth understanding how they work.<\/p>\n\n\n\n<p>Some of the information listed on your bank statement includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Your bank\u2019s information:<\/strong> This might include the name, address and phone number of your bank.<\/li>\n\n\n\n<li><strong>Your business information:<\/strong> Including the name of your business and address, plus your account number and sort code.<\/li>\n\n\n\n<li><strong>Account summary: <\/strong>This shows the account balance at the beginning and end of the set period (usually a month), as well as the total deposits and <a href=\"https:\/\/swoopfunding.com\/za\/business-glossary\/withdrawal\/\">withdrawals<\/a>.<\/li>\n\n\n\n<li><strong>Individual transactions: <\/strong>The main part of the bank statement highlights the date, description, amount and account balance after each transaction.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to download a bank statement online<\/h2>\n\n\n\n<p>Managing your business bank account online makes it quick and easy to view your banking transactions and keep on top of your business finances. It\u2019s also relatively easy to download a bank statement if you need one. The process can vary slightly depending on the bank you hold your account with, but it\u2019s generally pretty similar.<\/p>\n\n\n\n<p>To get started, you\u2019ll usually need to log in to online banking and click through to view your account. You should then see an option to \u2018view statement\u2019 on your account. You\u2019ll be able to select which month you want to view, and once you\u2019ve clicked on this, you\u2019ll be able to see all your transactions for that period.<\/p>\n\n\n\n<p>If you\u2019d prefer to order a paper statement, there will usually be an option to select this too. Just be aware that some banks charge a fee to send out paper bank statements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to download a bank statement as a PDF<\/h2>\n\n\n\n<p>If you want to download a bank statement as a PDF, the process is pretty much the same. In fact, some banks will automatically save your statement as a PDF when you go to view it.<\/p>\n\n\n\n<p>Again, you\u2019ll need to log in to online banking and then select \u2018statements\u2019, \u2018e-documents\u2019 or \u2018download\u2019. Check you\u2019ve selected the right account and make sure you select a date range. If your statement doesn\u2019t save as a PDF automatically, you\u2019ll need to click on the PDF icon. In some cases, instead of selecting \u2018download\u2019, you might need to select \u2018print\u2019 and then \u2018Save as .pdf\u2019.<\/p>\n\n\n\n<p>If you have any issues, many banks have detailed information on their websites to guide you through the process. Alternatively, you can contact your bank directly and they will be able to help you. Note that if you save your statement to a personal computer, you should be sure that you have sufficient security to prevent anyone else from viewing your statement.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to attach a bank statement to an email<\/h2>\n\n\n\n<p>If you want to attach a bank statement to an email and you\u2019ve already downloaded and saved the statement, you can simply compose your email and then click on the attachment icon and attach your statement from your saved documents. However, if you want to send more than one bank statement, it\u2019s better to create a .zip file which combines several files into one folder. Zipped (compressed) files will take up less storage space and can be transferred to other computers faster than uncompressed files. To do this, you\u2019ll need to select all the bank statements you want to send while holding the Ctrl button. Then right click on your mouse, move your cursor to the \u2018send to\u2019 option and select \u2018compressed (zipped) folder\u2019. You can then add this zip file as an attachment to your email.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If your business uses online banking, there might be times when you need to download a bank statement. If you\u2019re not quite sure what the process involves or how to go about it, this blog runs through all you need to know. What is a bank statement? A bank statement summarises all of your business [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":38423,"comment_status":"open","ping_status":"closed","template":"","category":[367,362,59],"class_list":["post-38422","blog","type-blog","status-publish","has-post-thumbnail","hentry","category-sme-support","category-swoop-guides","category-blog"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled.jpg",2560,1707,false],"thumbnail":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-150x150.jpg",150,150,true],"medium":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-300x200.jpg",300,200,true],"medium_large":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-768x512.jpg",768,512,true],"large":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-1024x683.jpg",1024,683,true],"1536x1536":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-1536x1024.jpg",1536,1024,true],"2048x2048":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-2048x1366.jpg",2048,1366,true],"image_blog":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-408x252.jpg",408,252,true],"image_blog_full":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled.jpg",990,660,false],"image_podcast":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-397x298.jpg",397,298,true],"image_banking":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-30x20.jpg",30,20,true],"image_blog_internal":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-840x480.jpg",840,480,true],"image_blog_medium":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-1024x500.jpg",1024,500,true],"image_single_banking":["https:\/\/swoopfunding.com\/za\/wp-content\/uploads\/sites\/7\/2024\/01\/pexels-rdne-stock-project-7821685-scaled-80x53.jpg",80,53,true]},"post_excerpt_stackable_v2":"<p>Read this article to me Powered by AiVOOV If your business uses online banking, there might be times when you need to download a bank statement. If you\u2019re not quite sure what the process involves or how to go about it, this blog runs through all you need to know. What is a bank statement? A bank statement summarises all of your business transactions over a set period of time. This is usually one month (or 30 days). Whether it\u2019s a paper copy or a digital one, a bank statement enables you to quickly view all the financial transactions that&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/swoopfunding.com\/za\/category\/sme-support\/\" rel=\"category tag\">SME support<\/a>, <a href=\"https:\/\/swoopfunding.com\/za\/category\/swoop-guides\/\" rel=\"category tag\">Swoop guides<\/a>, <a href=\"https:\/\/swoopfunding.com\/za\/category\/blog\/\" rel=\"category tag\">Blog<\/a>","author_info_v2":{"name":"Rachel Wait","url":"https:\/\/swoopfunding.com\/za\/author\/rachel-wait\/"},"comments_num_v2":"0 comments","_links":{"self":[{"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/blog\/38422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/types\/blog"}],"author":[{"embeddable":true,"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/comments?post=38422"}],"version-history":[{"count":4,"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/blog\/38422\/revisions"}],"predecessor-version":[{"id":41462,"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/blog\/38422\/revisions\/41462"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/media\/38423"}],"wp:attachment":[{"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/media?parent=38422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/swoopfunding.com\/za\/wp-json\/wp\/v2\/category?post=38422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}