Bank statements are essential when applying for personal loans as they serve as proof of income. Banks, NBFCs, or even online money lenders ask for your bank statements to approve your loan application.
Bank statements are available both online and offline. However, online statements are easy to get and upload. Since loan applications and lenders such as moneyview prefer statements in pdf format, we will explain how to download a bank statement in PDF format.
Download Bank Statement from Email
Most banks usually send monthly bank statements through mail to their customers. To receive the statement, the customer must be registered for the service.
If you have registered your email id with your bank, in most cases, you will receive the statement for the previous month in the first week of every month.
In case you are not registered, you can either contact your bank directly or enable the service through the bank’s app or website.
To check and download the bank statement from your email, please follow the steps below.
Download Bank Statement in mobile :
1. Goto your preferred email app on mobile (Gmail/Yahoo etc.)
2. Search for keyword ‘bank statement’ along with your bank’s name. For e.g.; ‘bank statement kotak’
3. Locate the email from the search result and open it.
4. All bank statements sent through emails are password protected. Make sure you read the password instructions in the email to open the PDF file.
5. Download the PDF.
6. Use the password to check if the file is opening. You have to use the same password while uploading the PDF during Money View loans application.
Download Bank Statement in desktop :
1. Search for the keyword ’bank statement’ with your bank name in your email client like – Gmail or Yahoo mail.
2. Check for the most relevant email within the search result. The subject for the mail should look like something below :
3. Read through the email and understand what password to use to unlock the PDF statement.
4. Download the attached PDF and use the password while uploading it in the Money View app.
Download Bank Statement from Netbanking
If you have Netbanking access to your bank account, please follow the steps to download your bank statement in PDF easily
State Bank of India
1. Login to the SBI Online Banking Portal
2. Under My Accounts -> Account Summary, you get an option ‘Account Statement’
3. Select the account you want the statement for, the statement transaction period, and the type of report.
The statement will be downloaded to your system or you can find it in the ‘File’ folder of your mobile device.
ICICI Bank
1. Login to ICICI Bank Netbanking portal
2.Click on the e-statement on your system or if you are downloading the statement on your mobile, choose the ‘mini-statement’ option
3.You can choose the PDF format while downloading
Bank of Baroda
1.Log in to the Bank of Baroda net banking with your user/customer ID and password
2. Select Accounts -> Operative Accounts -> Account Query
3. Select Accounts → select statement tenure → choose format
4.After choosing all the required details, download the statement to your device
Axis Bank
1.On the Axis bank page, go to support and click on ‘download your savings account statement’
2.Enter your mobile number registered with the bank and you will receive an OTP for validation
3. Enter the OTP and you will be directed to the accounts page.
4. Select your account type → account number → statement duration → download format
5. You can find the statement in your downloaded files
HDFC Bank
1. Log in to the HDFC bank portal
2. On the left-hand side menu, click on ‘Enquire’ -> Download Historical Statement
3. You will need to choose the account, select the time period and then select ‘PDF’ as the format
Punjab National Bank
1.Log in to the PNB m-passbook with your user ID and MPin
2.You can view your mini-statement or download a detailed statement for your chosen interval to your device in PDF format
3. PNB allows you to download statements of savings, recurring, current, and overdraft accounts
4. When you are presented the details, you can also select the option of the format to download the statement (Go to ‘Download Details as’ at bottom right and select ‘PDF’)
Bank of India
1.Log in to the Bank Of India net banking portal
2. After login, go to accounts and choose the account you want the statement for
3.Select the tenure of the statement and click download
4. You will be given the choice to download in various formats.
5. Choose PDF format and click download
Kotak Mahindra Bank
1.Log in to the Kotak Mahindra Net Banking portal
2.Under services, choose the ‘statement’ option
3. Now select the time period for the statement and click on Go. You will be able to download only 3 months statement at one time. So if you need 6 months statement, then you need to do this step two times
4. Select the account statement, its tenure, and download it in PDF format
Canara Bank
1. Log in to the Canara Bank portal
2. You will see ‘Accounts’ tab on left-hand side menu. Click on it and click on ‘Account Statement’ option below it.
3. Select the account, start date and end date and click on download as per the selected file format
Hope this guide is helpful for you to download PDF of your bank statement.
