StatementCheap

Convert HSBC UK statements to Excel, CSV and QuickBooks

Upload a HSBC UK PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

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Updated · By the StatementCheap team

How to download your HSBC UK statement as a PDF

In the HSBC UK app, select the account, tap "View statements" and choose the month. In online banking, open the quick links menu, choose "Statements", then pick the statement type, year and month.

Can HSBC UK export Excel or CSV directly?

HSBC's help says digital statements download as PDFs, and that other formats, such as Excel (xls) or csv, come from the transactions list instead. Choose the account, select "Search and filter", set the date range, amount or keyword and select "Search". Then scroll to the bottom of the list, click "Download", choose the format and select "Continue". Personal current accounts also have a midata file: select the account, then "Manage" and "midata download" under "Documents". It covers the 12 months ending 30 days ago, in a fixed format meant for comparison sites, and HSBC says it is designed to be downloaded on a PC or Mac.

What a HSBC UK statement looks like

HSBC's guide to its current account statement says the top of the page shows your name and address, the statement period and the account name. An account summary in the top right lists the IBAN and BIC, "Opening balance", "Payments in", "Payments out", "Closing balance" and "Overdraft limit", which are the figures the balance check works from. Every sheet is numbered, so a multi-page statement stays in order. Common codes include CR (credit), DR (debit), DD, SO, TRF, CHQ, BACS and ATM. Credit card statements show the statement date, an account summary with the credit limit, credits, debits and opening and closing balances, then the transactions, with interest in a separate summary section.

Tips for converting HSBC UK statements

HSBC UK keeps up to 6 years of statements online. The xls or csv download under "Search and filter" covers transactions only, so use the PDF statement when you need the opening and closing balances for a full check.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Why is a month missing from my HSBC statements?
HSBC says it usually issues a current or savings account statement only when money has gone out in the period, for payments, charges or interest, when the balance is below £0, or when it is £1 million or more. A quiet month may have no statement. HSBC always issues an annual statement, even for an inactive account.
Can I get HSBC statements after I close my account?
Not online. HSBC says the online statement history is no longer available once the account is closed, so download what you need first. When you close a current account, HSBC emails your transaction history free, covering up to 5 years, usually within 10 working days, unless you opt out. You can also ask through chat for up to 5 years after closing.
Will HSBC stamp a bank statement for proof of address?
No. HSBC says it doesn't issue stamped and signed paper statements, because the digital version is just as valid as proof of address. If you need paper, ask for a one-off printed statement through chat in the app or online banking, by phone if you're registered for telephone banking, or in a branch.
Can I convert HSBC UK statements to Excel?
Yes. Upload the PDF statement from HSBC UK and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with HSBC UK credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.