Ways to Bank

Viewing and searching
transactions

In a nutshell

It’s now easier than ever to see, at a glance, where you’ve been spending your money – especially if you do this digitally. But there are other ways to do this too, so we’ll leave it up to you.

I'd like to learn how…

Select your preferred way of doing it

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The quickest route

What you'll need

 

The mobile app

Your step-by-step guide:

  1. 01

    Log in to the mobile app

  2. 02

    On the app homepage, you’ll see an overview of your accounts including the overall amount and your “available” balance

  3. 03

    Click into the account you want to look at more closely and tap 'View Transactions' and you’ll see a statement of all your recent transactions

    Please be aware, sometimes transactions will take a few days to show up

  4. 04

    You also have two options for searching your transactions

    • With the first option you can tap the calendar icon which will allow you to search through up to 12 months of transaction history
    • The second option is to tap the magnifying glass icon which will allow you to search for a specific transaction by name

What you’ll need

 

Access to Digital Banking

Your step-by-step guide:

You can view and search your transactions and statements going back
7 years using Digital Banking

  1. 01

    Log into Digital Banking

  2. 02

    Select 'Statements' from the left-hand menu

  3. 03

    Then from the 'Search for a transaction' section click on 'Search transactions'

  4. 04

    Follow the instructions on your screen

  5. 05

    You can search through your statements by transaction type, date, description or amount

  6. 06

    Use the search options to set what you'd like a copy of, you can then export or print it

  7. 07

    You can select which format to export your transactions to, including Excel and PDF

What you'll need

 

Your Digital/telephone banking PIN and password

Your step-by-step guide:

  1. 01

    When you call us on 03457 242424 (International  +44 (0) 131 549 8888), you’ll be given some options

  2. 02

    Press 1 - For balance and account transactions

  3. 03

    Follow the prompts to hear your balance/available funds, hear recent transactions and search for a transaction

What you'll need

 

Your Royal Bank of Scotland card

Your step-by-step guide

  1. 01

    Head into a branch and bring your Royal Bank of Scotland card, we’ll ask you to tap in your PIN and use this as ID

  2. 02

    We can help you find a particular transaction by looking back through your records. We’ll also print it out for you if you’d like a hardcopy

Something else we can help you with?

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