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Convert HSBC UK bank statements to Excel or CSV

HSBC UK offers Excel and CSV downloads, but only from the transactions list in online banking, using Search and filter. Statements are separate: PDFs going back six years in the app and online. If you need statement periods in a spreadsheet, or a client has sent you HSBC PDFs rather than a download, this page explains how they convert.

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How to get your HSBC UK statement into Excel

  1. Download the PDF statement from HSBC UK online banking

    • Log on to HSBC UK online banking or the HSBC UK app.
    • Online, use the quick links menu and select 'Statements', then choose the statement type; in the app, select the account and tap 'View statements'.
    • Select the year and month; the statement downloads as a PDF.
    • Save the statement for the period you need as a PDF.
    Go to HSBC UK Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your HSBC UK statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · GBP
Sample bank statement rows with made-up data, amounts in GBP
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about HSBC UK statements

Payment codes on their own line

HSBC explains its payment type abbreviations on its own help pages: DD for Direct Debit, SO for standing order, TRF for transfer, CR for credit and DR for debit. On the statement, the code can sit on a separate line from the payee. The converter joins the two, so you can filter direct debits or transfers in one go.

Short dates

The date column doesn't carry the full year, so it has to come from the statement period. Each date is written as YYYY-MM-DD in the output, which accounting imports read without mixing up day and month, even when the statement straddles two years.

A summary worth using

The account summary lists the opening balance, payments in, payments out and closing balance. After converting, total the positive and negative amounts in Excel and compare them with the Payments in and Payments out figures. It takes a minute and gives you a second check on top of the balance reconciliation.

No stamped statements

HSBC UK says it doesn't issue stamped and signed paper statements, because the digital version is just as valid. So the PDF you download is the document to keep and the one to convert. Statements reach back six years; older history needs a different route.

Output and review

From HSBC UK PDF to your books

Accounting tip

Sage Accounting's three-column CSV import wants Date, Description and Amount, in that order, which matches the QuickBooks-ready file. Sage needs slash-separated dates, and the file already has them as dd/mm/yyyy, so pick that format when Sage asks which one the file uses.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

    Files for QuickBooks Online

    Files for Xero

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

HSBC UK statement questions

Can I download HSBC UK transactions as CSV from the app?
The Excel and CSV downloads are an online banking feature: open the transactions list, use Search and filter to set the dates, then Download. In the app and online, statements themselves are PDFs, so for statement periods convert the PDF here.
What do DD, SO and TRF mean on my HSBC statement?
They're payment type codes. DD is Direct Debit, SO standing order and TRF transfer; HSBC also uses BP for a bill payment and FP for a Faster Payment. In the converted file the code stays attached to the description, so you can sort or filter by it in Excel.
Can I import converted HSBC UK rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your HSBC UK statement to Excel

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $9 up to 25 pages, priced by page count above that. No subscription.

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