Convert your HSBC bank statement to Excel or CSV
Upload an HSBC current account statement PDF and get a clean, reconciled spreadsheet, built for the way HSBC splits money across its Paid out and Paid in columns.
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- Totals checked against your statement
HSBC UK statements arrange your transactions across five columns, with separate Paid out and Paid in amounts and a running balance that only appears on the last entry of each day. Pasted into a spreadsheet, those columns collapse and the day-grouped balance falls apart.
This converter is built for HSBC's layout. It reads the Paid out and Paid in columns to sign every transaction correctly, fills in the date and balance that HSBC prints only once per day, and reconciles the result against your brought-forward and closing balances.
How HSBC statements are laid out
An HSBC UK current account statement lists transactions in five columns: Date, Payment type and details, Paid out, Paid in, and Balance. Debits and credits sit in separate Paid out and Paid in columns rather than one signed amount column, and the running balance is printed only on the last transaction of each day. The statement opens with a 'BALANCE BROUGHT FORWARD' line, and each entry is tagged with a transaction type code such as CR, BP, DD, DR, VIS, TFR, SO, BACS or CHQ. HSBC also issues different layouts for its Hong Kong, Australia and US arms and for credit cards; the UK current account format converts most cleanly.
How to download your statement from HSBC
- 1
Log in to HSBC
Log in to online banking at hsbc.co.uk, or open the HSBC UK Mobile Banking app. The desktop site gives the cleanest PDF.
- 2
Select your account
Choose the current or savings account whose statement you need.
- 3
Open Statements
Go to 'Statements' (or 'View statements and documents') for that account.
- 4
Choose the period
Pick the monthly statement you want. HSBC keeps several years of statements available online.
- 5
Download the PDF
Download the statement as a PDF and upload that file here.
HSBC conversion quirks we handle
Separate Paid out and Paid in columns: HSBC splits money into two amount columns instead of one signed column. We sign each transaction from its column position, which is more reliable than guessing from the type code.
Running balance only on the day's last row: HSBC prints the balance once per day, on the final transaction of that date. We carry it forward so every row reconciles.
Dates shown once per day: the date appears on the first transaction of each day and is left blank on the rest. We propagate it down so every row is dated.
Transaction type codes: each entry is prefixed with a code such as CR, BP, DD, DR, VIS, TFR, SO, BACS or CHQ. We keep these in the description instead of mistaking them for amounts.
The 'BALANCE BROUGHT FORWARD' opening line and repeated page headers on multi-page statements are detected so they do not become phantom rows.
Multiple HSBC formats: UK current accounts (personal and business) convert most cleanly. HSBC Hong Kong, Australia, US and credit-card statements use different layouts.
HSBC bank statement FAQ
Does it handle HSBC's separate Paid out and Paid in columns?+
Yes. The converter reads which column each amount sits in to mark it as money out or money in, so debits and credits stay correct without relying on the transaction type codes.
Will it work on HSBC business statements?+
Yes. HSBC UK business current accounts use the same five-column layout as personal current accounts and convert the same way.
What about HSBC Hong Kong or HSBC credit card statements?+
HSBC UK current accounts give the cleanest results. HSBC's Hong Kong, Australia and US arms and its credit cards use different layouts; those statements are still read, but the UK current account format is the best supported today.
How does it handle the balance that HSBC prints only once a day?+
It carries the day's balance forward across that day's transactions, so every row has a balance and the statement reconciles against your brought-forward and closing figures.
Are HSBC statements password protected?+
Statements you download from HSBC online banking are not password protected and convert directly. If you have a protected copy, remove the password before uploading.
Is it safe to upload my HSBC statement?+
Files are processed over a secure encrypted connection and used only to produce your converted output. We never sell or share your data, and you can delete your uploaded files at any time.
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