I found 2 mini inconveniences with downloading statements and I thought I could recommend an improvement.
1st problem, I have to enter a pin on my mobile for every statement I wish to download. This is very annoying if you need to download more then one statement.
2nd problem, the statement name when downloaded to google drive has the date of the day downloaded, not the date/period of statement. This is really annoying too as it means you have to rename every document to a name that represents that specific document.
I know these are very minor but I figured that it was worth sharing in case someone else felt the same. It also makes a big different of you are archiving last years statements as you have to do this 12 times!
I had to download a full month’s statement for my current employer
Chose to get full July *.pdf.
Was amazed after ended-up on 23 page pdf document
First 5 pages did reflect ‘Personal Account statement’
Other 18 pages are ‘Pot statements’
I am sure we need an option to choose, does an account owner want to export a main ‘Personal Account statement’
or Full ‘Personal Account statement’ with all Pot figures on it
If you are working in a role that requires certain security clearances you have to share your Financial details upon request in order to maintain the clearances to ensure you have not been undertaking anything illegal or running to a high level of debt or anything can be construed as illegal etc. United Kingdom Security Vetting: Applicant - GOV.UK
The pot statements come up after the main statement, however it’s still all showing on the main one with the transfers and that. It’s just the pages after that then go into pot by pot along with all its transactions.