HSBC · personal and business
Convert your HSBC statement PDF to CSV or Excel
Download your HSBC statement as a PDF, choose it below, and get a CSV with every balance checked. Read in your browser, never uploaded.
Tested Checked on real HSBC statements.
or drop it here
Read in this browser. Your file is never uploaded.
Rows wrong or missing?
Send us the shape of this statement, not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to [email protected] and say which bank it is from. We’ll add the layout and let you know.
| Date | Description | Paid in | Paid out | Balance |
|---|
Send us the shape of , not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to [email protected] and say which bank it is from. We’ll add the layout and let you know.
| Check | Result | What we found |
|---|
Statements
| Period | File | Opening | Closing | Rows | Used as |
|---|
| Date | Description | Paid in | Paid out | Balance | From |
|---|
Works with text PDFs that have Date, Description, Paid in / Paid out (or Amount) and Balance columns. Scanned or photographed statements are not supported yet. The samples are fictional test data.
HSBC UK statements are one of the layouts StatementToCSV has been tested on with real statements. They have a few habits that trip up simple converters: the date is printed only once per day, the balance usually appears only on the last transaction of each day, and every line carries a short payment-type code. The converter handles all three and checks the result against HSBC’s own balances.
How to download your HSBC statement as a PDF
- Log on to HSBC online banking on a computer (the website gives the most control over dates).
- Select the account, then look for Statements (sometimes shown as View statements).
- Choose the statement period and download it as a PDF. Download each month you need separately.
- In the HSBC UK app, statements are usually under the account’s menu as Statements or Documents, where you can share or save the PDF.
Very old statements may not be available online. HSBC can send copies of older statements on request, but paper copies would need scanning, which the converter can’t read yet.
Menu names change from time to time and can differ between the app and the website. If you can’t find statements, search for “statements” in the app or online banking help.
What a HSBC statement looks like
A typical HSBC UK statement has the columns Date, Payment type and details, Paid out, Paid in and Balance. The payment type is a short code in front of the description, such as DD (direct debit), SO (standing order), BP (bill payment), CR (credit), VIS (Visa card payment) or ATM. Codes are kept in the description so you can filter by them later.
Which export to choose
For your own records or a mortgage application, use the CSV for Excel. HSBC business customers using Xero should choose the Xero CSV, and QuickBooks users the QuickBooks CSV. All three come from the same checked rows.
Common issues with HSBC statements
- Balance shown once per day. HSBC usually prints a balance only against the last transaction of each day. The converter checks the running total at each printed balance, so a missing transaction is still caught, and narrows it to that day.
- Dates printed once per day. Later transactions on the same day have no date on the statement. The converter fills the date in for every row of the CSV.
- Descriptions over two lines. Card payments abroad and some transfers wrap onto a second line with a reference or exchange rate. They are joined into one description.
- Payment-type codes. Codes such as ))) for contactless or VIS for card payments are kept at the start of the description rather than thrown away.
Support status: tested
We have converted real HSBC statements and checked every row against their printed balances. Banks change their statement designs from time to time, so each conversion is still checked: if a future HSBC layout doesn’t read correctly, the balance check will show it, and the “Help us support this layout” button lets you send us an anonymised report.
StatementToCSV is independent and not affiliated with or endorsed by HSBC. The name is used only to describe the statements the converter reads.
Questions people ask
Does StatementToCSV work with HSBC statements?
Yes. HSBC UK statements are one of the three layouts tested on real statements. Every converted HSBC statement is still checked against its own balances, so you’ll see if anything doesn’t add up.
Why do some HSBC rows have no balance in the CSV?
HSBC prints a balance only at the end of each day, so the CSV leaves the balance blank on the earlier rows of the same day rather than inventing one.
Can I convert HSBC business account statements?
Yes, as long as the statement uses the same column layout. Business statements we haven’t seen yet can be reported with the layout-report button in the converter.