Convert a first direct statement to CSV
first direct statements share HSBC's layout, packing payment-type codes and reference numbers into each GBP line. This decodes the essentials into clean descriptions with dates, signed amounts, and categories.
Why first direct statements are annoying to convert by hand
first direct rows carry payment-type codes and reference numbers; the converter keeps the merchant description and drops the clutter. You get one tidy ledger instead of fighting merged cells, split columns, and reference codes in a spreadsheet.
- 1. Drop in your first direct statement PDF above.
- 2. Every transaction is extracted, cleaned, and categorized.
- 3. Download a CSV that's ready for Excel, Sheets, or your accounting tool.
Frequently asked questions
- Is my first direct statement uploaded anywhere?
- Your PDF is processed in memory to extract the transactions and is not stored. Nothing is saved after the CSV is generated.
- Does it work with scanned first direct statements?
- Yes. Text-based PDFs and scanned/image PDFs both work — the extractor reads the page visually when there's no selectable text.
- What columns are in the CSV?
- Date, Description, Amount (signed — negative for money out, positive for money in), Category, and Balance when the statement shows one.
- Can I import the CSV into QuickBooks, Xero, or Excel?
- Yes. The CSV is plain and spreadsheet-ready, so it opens in Excel or Google Sheets and maps cleanly into accounting tools.
Convert first direct to your accounting tool
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Related guides
- How to Convert a Bank Statement PDF to CSV
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- How to Convert a Scanned Bank Statement to CSV
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- How to Import Bank Statements into QuickBooks
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- How to Import Bank Statements into Xero
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- How to Categorize Business Expenses for Taxes
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Not affiliated with first direct. Your statement is processed in memory to extract transactions and is never stored.