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HSBC

Convert your HSBC statement to CSV or Excel

Upload your HSBC statement and get a clean, structured spreadsheet in seconds.

Upload your HSBC PDF PDF up to 20MB or 50 pages

First conversion free · No sign-up needed · PDF never stored

Balance-checked

Every conversion is reconciled against the statement's own printed totals.

Processed in memory

Your PDF is parsed and discarded. It is never written to disk.

Up to 50 pages

Handles multi-month statements up to 50 pages or 20MB per upload.

How it works

  1. STEP 1

    Upload the PDF

    Drop in the statement. Password-protected files are unlocked with the password you supply.

  2. STEP 2

    Rows are extracted

    Dates, descriptions, amounts and running balance are read into the seven standard columns.

  3. STEP 3

    Download the CSV

    Open it in Excel, Google Sheets, QuickBooks or Xero.

Built for the quirks of HSBC statements

An HSBC UK statement packs more into each row than most. The payment detail column carries a short type code in front of the payee — HSBC publishes ATM, BACS, CHQ, CR, DD, DR, SO and TRF — so the transaction type and the counterparty share one cell and frequently spill onto a second or third line. Amounts sit in separate Paid out and Paid in columns rather than one signed figure. The balance is the awkward part: on many HSBC layouts it prints only where the running total changes for the day rather than against every individual transaction, so a converter that expects a balance on each row either fabricates one or drops the row.

What the output looks like

Seven standard columns VERIFIED
DateNarrationReferenceValue DateDebitCreditBalance
01/04/2025Opening balance01/04/202512,480.00
03/04/2025Card payment - groceryREF4482103/04/202564.2012,415.80
07/04/2025Salary creditREF4490307/04/20253,200.0015,615.80
12/04/2025Standing order - rentREF4501012/04/2025950.0014,665.80

Illustrative rows. Every conversion is checked so that opening + credits − debits = closing.

Your statement stays yours

Never stored

The PDF is processed in memory and discarded when the conversion finishes.

Proven, not guessed

Output is labelled VERIFIED, DISCREPANCY or FAILED so you know what you got.

30-day history

Past conversions are kept for 30 days and you can delete them at any time.

Scans handled

Scanned or photographed statements fall back to OCR automatically.

Questions

HSBC already exports CSV — what is this for?

HSBC's export works from your transaction list while you are logged in, for accounts you currently hold. It does nothing for a statement PDF you were sent, an account you have closed, a period that has aged out, or the six statements a broker asked for that only ever existed as documents. Those are the cases this handles.

What do the DD, SO and TRF codes on my HSBC statement mean?

They are HSBC's shorthand for the transaction type, printed in front of the payee in the same column: Direct Debit, standing order and a Visa debit card purchase respectively. They are useful for categorising later, so they are preserved in the Narration column rather than stripped out.

How do I know nothing was dropped from my HSBC statement?

Every conversion is reconciled against the statement's own printed figures — the balance chain and the opening and closing balances for the period. The result is labelled VERIFIED, DISCREPANCY or FAILED, and a DISCREPANCY names the row where the numbers stop agreeing so you can check it against the PDF.

Try it on your next statement

Your first conversion is free — no account needed. Pro is /month for high-volume, month-end work.

Convert your HSBC statement

Prefer the long version? Read the full HSBC statement to CSV guide, including HSBC's own export options.

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