Convert HSBC Statement to Excel or CSV
Transform your HSBC PDF bank statements into usable Excel or CSV files in just a few clicks.
About HSBC
HSBC is one of the world's largest banking and financial services organisations, headquartered in London. In the UK, it serves over 14 million customers. HSBC statements feature transactions listed by date with clear payment type indicators, balance columns, and a monthly summary of all credits and debits.
Pro tip — How to download your statements
In HSBC UK Online Banking, go to Statements > View/Save Statements. HSBC provides up to 7 years of PDF statements. Their structured format with payment type codes converts reliably.
HSBC statement format
Here's what a HSBC PDF statement looks like and what matters for extraction.
- Columns
- Date Payment type and details Paid out Paid in Balance
- Date format
- DD/MM/YYYY
- Decimal separator
- period (1,234.56)
- Running balance
- Yes
- Multi-line labels
- Yes
HSBC UK PDF statements use a 'Payment type and details' column that combines a short transaction-type code (e.g. DD for Direct Debit, SO for Standing Order, BP for bill payment, VIS for Visa debit, CR for credit, ATM, TFR) with the merchant or payee detail underneath. The Balance column only prints on the closing line of each day rather than on every single row, and a single transaction's details frequently wrap across two or three lines.
Download your HSBC statement as PDF
- 1 Log in to HSBC UK Online Banking on a desktop browser (the full statement archive is easier to reach than in the app).
- 2 Select the relevant current or savings account from your account list.
- 3 Open the 'Statements' or 'View/Download statements' section for that account.
- 4 Choose the statement period you need — HSBC UK keeps statements going back up to 7 years.
- 5 Download the statement as a PDF, then upload that PDF to convert it to CSV or Excel.
Extraction pitfalls to watch
Format quirks to know before converting a HSBC statement.
- The 'Payment type and details' column packs the type code and the payee into one cell over multiple lines, so naive parsers split a single transaction into several rows.
- Balance is shown only on the last transaction of each day, not per row, so a running balance has to be reconstructed for the intermediate transactions.
- Type codes (DD, SO, BP, VIS, CR, ATM, DR) sit at the start of the details and can be mistaken for part of the merchant name during categorisation.
- Paid out and Paid in are separate columns rather than one signed amount, so debits and credits must be merged correctly to avoid sign errors.
Export formats
Works with
How to convert your HSBC statement
Download your HSBC statement
Log into your HSBC online banking, download your statement as PDF, then upload it to BankStatementLab.
Automatic extraction
Our engine analyzes your HSBC 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 HSBC statements with us?
HSBC compatible
Our tool is optimized for HSBC statements. Format automatically recognized.
5 credits included
5 credits on signup, then 5/month. No credit card required to sign up.
Secure and confidential
Your PDFs are never stored. TLS 1.3 encryption.
Instant export
Conversion in less than a minute. Instant download.
FAQ - HSBC Statement Conversion
Log into your HSBC online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.
Yes, our tool is compatible with HSBC checking accounts, savings accounts, and joint accounts. Both recent and older formats are supported.
Absolutely. We use TLS 1.3 encryption and your PDFs are never stored. 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).
HSBC UK abbreviates the transaction type at the start of the details: DD is a Direct Debit, SO a Standing Order, BP a bill payment / faster payment, VIS a Visa debit card purchase, ATM a cash withdrawal, TFR a transfer between accounts, CR a credit and DR a debit. When converting to a spreadsheet, the converter keeps these codes with each row so you can filter or categorise transactions by type.
HSBC UK Online Banking holds your statements for up to 7 years. You can download any of those periods as a PDF and convert each one to CSV or Excel, which is useful for multi-year bookkeeping, tax records or a mortgage application that asks for several months of history.
HSBC wraps the 'Payment type and details' over two or three lines and only prints the balance on each day's closing line. Copy-pasting therefore breaks one payment across multiple rows. A dedicated converter recognises the wrapped detail lines and rejoins them into a single transaction with one date, one amount and one description.
Related guides
Go further with converting and importing your statements.
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