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Convert First Direct Bank Statements to Excel, CSV, or OFX

Convert First Direct bank statement PDFs into Excel, CSV, or OFX files. Review the extracted transactions before downloading the result.

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Try it with a First Direct statement

Drop a First Direct PDF statement and watch the extraction happen live. Instant preview, no signup required.

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  • Export Excel/CSV/OFX
  • Secure data

Drag and drop your PDF files here, or click to select

1 file · 100 pages max · 2-page preview

No file handy?

Convert First Direct statements to Excel Upload a PDF statement and export the extracted table as XLSX. Convert First Direct statements to CSV Create a clean CSV for accounting imports, analysis, or reconciliation. Browse all supported bank guides Find guides for banks in your country and other supported regions.

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

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Download your First Direct statement

Log into your First Direct online banking, download your statement as PDF, then upload it to BankStatementLab.

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Automatic extraction

Our engine analyzes your First Direct statement and automatically extracts all transactions: dates, descriptions, amounts.

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Export to Excel, CSV, or OFX

Download your structured file and import it into Excel, Google Sheets, or your accounting software.

Why convert your First Direct statements with us?

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First Direct statement guidance

Use the bank-specific format, download, date, and column notes on this page before reviewing the extracted rows.

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5 credits included

5 credits on signup, then 5/month. No credit card required to sign up.

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Secure and confidential

Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. Transfers are encrypted with TLS 1.3.

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Reviewable exports

Check the extracted table against the source statement before exporting to Excel, CSV, or a supported OFX workflow.

FAQ - First Direct Statement Conversion

Ready to convert your First Direct statements?

Create your account. 5 credits are included on signup, then 5/month. 1 credit = 1 page.

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