Convert HSBC Statement to Excel, CSV, or OFX

Log into your HSBC online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.

HSBC layouts can vary by account type, statement period, and document quality. Process a representative file first, then compare dates, signs, row count, and balances with the source before using the export downstream.

Transfers are encrypted with TLS 1.3. 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. We do not ask for or store your banking credentials.

Yes. Signed-in uploads support up to 15 files and 100 pages in total, with a 50 MB limit per file. Each standard 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.