Convert First Direct Statement to Excel or CSV
Transform your First Direct PDF bank statements into usable Excel or CSV files in just a few clicks.
About First Direct
First Direct is the UK's top-rated bank for customer satisfaction, consistently ranked #1 by the Competition and Markets Authority and Which?. A division of HSBC UK, it operates exclusively online and by phone with no branches. With nearly 2 million customers, First Direct PDF statements list transactions in date order with clear descriptions, amounts, and a running balance — all in a clean, digital-native format that converts to Excel with high accuracy.
Pro tip — How to download your statements
Log into your First Direct account online, go to Statements & Documents to download your PDF statements. As a digital-first bank, First Direct generates well-structured PDFs that extract cleanly.
How to convert your First Direct statement
Download your First Direct statement
Log into your First Direct online banking, download your statement as PDF, then upload it to BankStatementLab.
Automatic extraction
Our engine analyzes your First Direct statement and automatically extracts all transactions: dates, descriptions, amounts.
Export to Excel or CSV
Download your structured file and import it into Excel, Google Sheets, or your accounting software.
Why convert your First Direct statements with us?
First Direct compatible
Our tool is optimized for First Direct statements. Format automatically recognized.
Free to start
5 credits on signup, then 5/month. No credit card required to sign up.
Secure and confidential
Your files are automatically deleted after 24 hours. TLS 1.3 encryption.
Instant export
Conversion in less than a minute. Instant download.
FAQ - First Direct Statement Conversion
Log into your First Direct online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.
Yes, our tool is compatible with First Direct checking accounts, savings accounts, and joint accounts. Both recent and older formats are supported.
Absolutely. We use TLS 1.3 encryption and automatically delete your files after 24 hours. We never store your banking credentials.
Yes, you can upload up to 5 files simultaneously. Each page uses 1 credit (5 on signup, then 5/month).
Ready to convert your First Direct statements?
Create your free account. 5 credits on signup, then 5/month. 1 credit = 1 page.
Get Started