How to download a Revolut statement (PDF or Excel)

According to Revolut's help for personal accounts:

1. 1. In the app, go to Home and tap "Accounts", below your balance.
2. 2. Choose the account in the currency you want.
3. 3. Tap "More (...)" and select "Statement".
4. 4. Pick the period and the document type: PDF or Excel.
5. 5. Tap "Generate".

To save the generated file, use the Export icon at the top right.

According to Revolut, the statement includes the account holder's details, the BIC and IBAN, a balance summary and the pending, completed and reverted transactions.

The statement is generated per currency account. If you hold euros, dollars and pounds, that is three statements: repeat the steps for each one.

This matters when you import: each file comes in its own currency. Import each one into a Neto account in that same currency.

Revolut says you cannot generate a statement with only the transactions of your personal Pockets: they sit inside the statement of the account in their currency. If you use Pockets to set money aside, you will see those movements in the general statement. Moving money to a Pocket is not spending.

Revolut's help for personal accounts talks about PDF and Excel. CSV is only mentioned in passing, without saying where to choose it, so do not count on it.

Each product has its own, according to Revolut:

• Savings: in the savings account, "More", "Statement", period and "Generate".
• Crypto: in Crypto, "More", "Documents", type and period, and "Generate".
• Invest: in Invest, "More (...)", "Documents".
• Credit card: in Home, "Accounts", the card, "Statement", then open the statement for that month. It is generated on the 1st of each month.
• A single transaction: open the transaction in the list and tap "Download".

To bring your spending into Neto, the one that matters is the account statement.

Neto does not connect to Revolut or ask for your passwords. It works with the file you download. Import is a Neto PRO feature and is in Settings, under "Import data":

1. 1. Download the CSV template, to see the format Neto understands.
2. 2. Copy the instructions for your AI and paste them into ChatGPT, Claude or Gemini together with the Revolut Excel file. It gives it back to you with Neto's columns (Date, Description, Category, Type, Account, Amount) and your own categories.
3. 3. Choose the CSV file and review the transactions before confirming.

Imported transactions go into your history and your statistics, but they do not change the current balance of your accounts, and you can delete the whole import if something does not add up. The detail is in how to import your bank transactions into Neto.

• Currency exchanges: turning euros into dollars inside Revolut is not spending. Exclude them when you review.
• Top-ups from your bank: if you also import your bank account, the top-up appears in both places. It is a transfer between your own accounts.
• Pending and reverted transactions: the statement includes them. Remove the ones that were never charged.

There are also guides for N26, BBVA and ING, and if you use several currencies, how Neto handles currencies.

All the official pages below are in English (Revolut help centre).

• Revolut, help centre: Download an account statement for a specific currency.
• Revolut, help centre: Get a Pockets statement.
• Revolut, help centre: Credit card statements.
• Revolut, help centre: Download a crypto statement.