How to Export a Revolut Statement for Accounting

By BankStatementReader Team · June 21, 2026

Revolut is an app-based money app, so there is no paper statement arriving in the post — you export what you need yourself. For accounting and bookkeeping you have two routes: a PDF statement that reads like a traditional bank statement, or a transaction export as Excel or CSV that is ready to work with in a spreadsheet. This guide covers how to get both, then how to prepare the figures for accounting. (Menu labels and wording change from time to time, so treat the steps below as the typical route rather than exact labels.)

PDF statement or transaction export?

Before you start, it helps to know which file you actually need.

A PDF statement is a formatted document that lists your transactions and balances for a chosen period. It is the right choice when someone has asked for "a statement" — an accountant, a landlord, or a lender who wants a document they can read and file.
A transaction export (Excel or CSV) gives you the raw rows: date, description, amount, and so on. This is what you want for bookkeeping, because you can sort, total, and import it straight into accounting software.

In many cases Revolut offers both, so you can take a PDF for the record and an Excel or CSV export for the number-crunching.

Export a Revolut statement from the app

You can start in the app, since most people manage a Revolut account on their phone.

Open the app and log in.
Go to the account you want a statement for, then look for a Statements or Export option. The exact wording can vary depending on which version of the app you are using.
Choose whether you want a PDF statement or a transaction export in Excel or CSV.
Select the account and the period you need.
Generate the file and save it, or use the share option to email it to yourself.

If you hold more than one currency or account, check you have selected the right one before you export — it is easy to grab the wrong balance at a glance.

Export a Revolut statement on the web

If you are at a computer, you can use the web app to grab several months at once and save straight to a folder.

Log in to the Revolut web app in a browser.
Open the account you want, then look for the Statements or Export area.
Pick the file type — PDF for a formatted statement, or Excel or CSV for the transaction rows.
Set the account and date range.
Download the file and save it somewhere you can find it later.

Exporting from a computer means the file is already where you need it for the next step, rather than having to move it across from a phone.

Choosing the right period

Export only the months you actually need rather than your entire history — it keeps the file tidy and easier to reconcile.
For a Self Assessment tax return you may need a full tax year, which runs 6 April to 5 April. Make sure the date range covers every consecutive month with no gaps. You can check the dates and deadlines on GOV.UK.
For a mortgage or loan application you are often asked for the last three to six months — export that exact window.
If you spend in more than one currency, remember each currency account may produce its own export. Pull each one you need so your records are complete.
Keep the original file even after you tidy it up. It is your source document if anyone needs to verify the figures.

Preparing a Revolut export for accounting

How much work you have left depends on which file you took.

If you have an Excel or CSV export

You are most of the way there. A transaction export already arrives as structured rows, so you can open it in a spreadsheet and get straight to:

Categorising spending and building a monthly budget.
Totalling expenses for an expense claim or tax return.
Importing the rows into accounting software for bank reconciliation.
Spotting duplicate or unexpected payments, such as a forgotten subscription.

You may still want to tidy column headers or split out a date so it matches what your bookkeeping software expects, but the heavy lifting is done.

If you only have a PDF

A PDF is fine for reading, but it is awkward for anything analytical. You cannot sort it, total a column, or filter by payee. To work with the figures you will need to get them out of the PDF and into a spreadsheet. There are three common ways to do that.

Type it in by hand

For one short statement, you can open the PDF next to a blank workbook and key in each row. It needs no tools, but it is slow, and a single mistyped figure in an amount column is easy to make and hard to find later.

Copy and paste

If the PDF has a real text layer rather than being a scan, you can sometimes select the transaction table and paste it into Excel. Expect to tidy up: columns often collapse together, and longer payment descriptions can break the row alignment. Excel's Data → Text to Columns helps split the pasted text back into separate fields.

Use an automated converter

A dedicated converter reads the statement, detects the transaction table, and exports clean rows straight to Excel or CSV — including scanned or image-only pages that copy-paste cannot handle. This suits anyone who processes statements every month or has several to get through. Drop your file into the free bank statement converter to export tidy rows to Excel or CSV.

For a fuller walkthrough of all three methods and the trade-offs of each, see how to convert a bank statement to Excel.

Pick a format: XLSX or CSV

Export to XLSX when you want formatting, formulas, or several sheets in one file. Choose CSV when you need to import the data into accounting or bookkeeping software, which usually expects a plain comma-separated file. Either way, once the data is structured you can move on to budgeting, reconciling, or filing.

A quick recap

Open the Revolut app or web app and log in.
Find the Statements or Export option, then choose a PDF statement or an Excel or CSV transaction export.
Select the account and the period you need, then save the file.
For bookkeeping, work with the Excel or CSV rows directly — or convert a PDF using a bank statement converter.
Keep the original file as your source document.