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RAKBANK Statement to Excel for Mortgage Applications

Six months of statements, one clean spreadsheet. Salary, EMI load, and down payment trace — the way the underwriter wants it.

Convert for mortgage

What UAE mortgage underwriters need

UAE mortgage applications need at least six months of statements. The CBUAE caps loan-to-value at 80% for UAE nationals and 75% for expats on first properties below AED 5M. That means a 20-25% down payment, and the down payment must be seasoned — sitting in the account for 60+ days, not a sudden new transfer.

RAKBANK offers home finance products aimed at the mid-income and lower-income brackets. The converted statement is what the credit officer reads to confirm salary stability, low existing obligations, and a clean down payment story.

Tracing the down payment

Underwriters trace large deposits back at least 60 days. A family gift, a savings transfer, or an asset sale all need a clear source. The descriptor on the RAKBANK statement carries the counterparty name on ONLINE TRANSFER rows — that is the trace evidence.

If the down payment came from outside the UAE, the SWIFT-equivalent inbound is what shows up. The converted CSV preserves the descriptor so you can pair the row with the source-side document (sale agreement, gift letter, SWIFT confirmation).

What the file needs to show

Six months of statements is roughly 200-600 rows. The underwriter expects to see all of the below.

  • Consistent WPS SALARY credits across all six months
  • Existing LOAN EMI and DIRECT DEBIT rows — for DBR calculation
  • Down payment funds present from day one of the six-month window
  • No large unexplained deposits in the 60 days before underwriting

RAKBANK statement format

Primarily English PDF. Some product descriptions in Arabic. Dates DD/MM/YYYY. Modern digitally generated layout: transaction date, posting date, description, debit, credit, balance. Account type, IBAN, and statement period clearly shown. Summary section at end shows total debits, credits, and closing balance. No multi-currency complexity for most retail accounts.

LabelMeaning
POS PURCHASECard payment at merchant terminal
ATM WITHDRAWALCash dispensed from ATM
SALARYWPS salary credit from employer
LOAN EMIMonthly personal loan instalment
ONLINE TRANSFERFund transfer via internet banking

UAE specifics for this use case

UAE mortgage applicants must show 6 months of statements; CBUAE's maximum loan-to-value is 80% for UAE nationals and 75% for expatriates for first properties below AED 5M.

How to do it — step by step

1

Pull six months from RAKBANK

From RAKBANK Mobile, download each month's statement covering the last six. Save all PDFs.

2

Upload all six at once

Kashfbank converts each PDF and merges into a single chronological spreadsheet.

3

Flag the down payment source

Locate the large deposit, tag the row with the source (Family gift / Asset sale / Savings transfer). Keep the supporting document alongside.

4

Export and submit

Download the CSV. Most RAKBANK mortgage desks accept both the bank PDF and your prepared Excel for faster underwriting.

Common challenges

  • •Gift funds: large family transfers in GCC markets that must be documented as non-repayable gifts
  • •Bonus income: year-end bonuses that inflate one month's statement and don't reflect sustainable income
  • •Self-employed applicants with fluctuating monthly revenue requiring 24-month instead of 12-month history
  • •Multi-currency down payment accounts (savings in USD, mortgage in AED) requiring rate-adjusted proof

Frequently asked questions

How long does the down payment need to sit in my RAKBANK account?

Most UAE lenders want 60+ days of seasoning. RAKBANK follows the same rule. A six-month statement window is enough to show seasoning plus salary history in one file.

I'm an expat. What's the maximum LTV I can get?

75% for first property below AED 5M under CBUAE caps. So you need a 25% down payment, plus 4% Dubai Land Department fee and agent fees on top — all of which should show as available in your statement.

Can Kashfbank merge RAKBANK statements with statements from another bank?

Yes. Upload PDFs from each bank — we extract each into its own CSV. You can then merge them in Excel for a unified asset picture if the mortgage desk wants that.

My salary moved to RAKBANK three months ago. Is that enough?

Underwriters prefer six months at the same bank. Three months is short. If your prior salary was at another bank, bring three more months from there to fill the six-month window.

Other use cases for RAKBANK

Freelancers

Extract, categorize, and export freelance income and expenses from PDF bank statements — ready for 1099, self-assessment, or ZATCA filings.

Tax Preparation

Convert PDF bank statements to clean spreadsheets for Zakat, VAT, corporate tax, and self-assessment filings across GCC and international markets.

Loan Applications

Prepare clean, lender-ready bank statement exports that prove stable income and responsible financial behavior for personal and business loan applications.

RAKBANK overviewUAE banks guide

Convert RAKBANK Statement

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Regulatory context

Regulator: Central Bank of the UAE (CBUAE)

Fiscal year: Jan 1 – Dec 31 (Gregorian)

Full country guide →

Statement info

AED

Statement language: English

Kashfbank

Turn your bank statement into a spreadsheet in seconds.

العربيةEnglish

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