How do I download my Co-op Statement as .CSV?

This article will show you how to download your Co-op bank statement from Co-op. This might be useful if you bank with Co-op and want to download your monthly statements, in order to upload them to ExpensePlus for bank reconciliation.

Co-op statements

You can download .csv statements from Co-op, but unlike most banks, Co-op doesn't make it at all easy to find this option within Online banking.

4 step guide

Here is what you need to do:

1. Sign in to Co-op Online banking

2. Click 'Search transactions' on the left-hand sidebar menu 

   

3. Within the search transactions screen:
   1. Select an account (don't select all accounts, only download transactions for one account at a time)
   2. Select a date range
   3. Click 'Apply Search' (and the transactions will appear at the bottom of the screen)

4. Click 'Download' (at the top right of the screen), then select the CSV option.

To better understand the Bank Reconciliation module, please view the module overview video here.