HSBC Statement to Excel or CSV

HSBC online banking hands you statements as PDF. If you need the transactions as a spreadsheet, you are on your own. This page converts the file inside your browser, so your statement is never uploaded anywhere.

How to get the PDF from HSBC

1. Log in to HSBC online banking and open the account.
2. Open Statements and download the PDF for the period you need.
3. Drop that file into the box above.

What an HSBC statement looks like inside

A UK current account line runs date, payment type and details, paid out, paid in, balance. Two amount columns instead of one, and any given line fills only one of them.

• UK statements write dates as DD/MM. The converter works the order out from the file itself, and the settings panel lets you force day/month or month/day when a file is genuinely ambiguous.
• Money out and money in are printed without a minus sign, so the direction has to come from somewhere else: the converter learns it from the way the balance moves, then applies it to every line.
• Empty cells in the amount columns are normal here and are not treated as missing data.

HSBC is the only one of the four that splits money into two unsigned columns. Chase, Bank of America and American Express all use a single amount column, where the bank has already printed the sign.

Sort code and account number sit above the table and never reach the spreadsheet: a line has to start with a date to count as a transaction.

Will it read 03/04 as 3 April or as 4 March?

As 3 April, if anything in the file gives it away - one day above the twelfth anywhere in the statement settles the whole document as day/month. When nothing in the file settles it, the settings panel above the table switches the order and re-reads the same file on your computer.

Other banks

The converter reads the layout of the document itself, so it is not limited to these - but these have their own page:

Chase · Bank of America · American Express · Wells Fargo · Capital One · Citibank · Barclays · NatWest