Getting a statement for your Savings Pot

For your records You can find and download your statements in the app. We now include Pot statements too. You'll see them in the section after your main account statement.

To download your statements If you need a statement for your Savings Pot:

Go to the Home tab in the app
Scroll down to Savings and Investments
Select "Savings"
Tap into the Savings Pot you’d like a statement for
Tap 'Pot Documents' on the bottom of the screen
Select 'Pot Statement', followed by the date range you'd like
Select the format you'd like the document in (PDF, CSV, QIF)

If you have issues generating it from the app, let us know and we can generate it from our end and attach it to the chat.

For spreadsheets You can export all your transactions (including payments to and from your Pots) as a PDF, CSV or QIF file.

Tap the three dots at the bottom right hand corner of the card image
Select Bank statements
Choose the period you’d like a statement for
Select the type of statement you’d like

For mortgage applications All of our statements and Pot statements you can generate in app are original documents. You shouldn't need to get them stamped or signed for a mortgage or visa application.

However, if you need a statement in the post, or your original document hasn't been accepted and you'd like a stamped and signed copy, chat to us in the app using the button below.

Statements for archived Pots You can see and create a statement for all of your archived (closed) Pots too. Find out more on Archived Pots in our help article

Getting a statement for your Savings Pot

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