Convert a first direct bank statement to Excel
Convert a first direct statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. first direct statements use this layout: first direct (part of HSBC) uses the classic HSBC UK layout: Date, Payment type and details, Paid out, Paid in, and Balance — multiple entries on the same day often share one balance line and the date isn't reprinted for each row.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
Columns
first direct (part of HSBC) uses the classic HSBC UK layout: Date, Payment type and details, Paid out, Paid in, and Balance — multiple entries on the same day often share one balance line and the date isn't reprinted for each row.
Best source
Log in to first direct Online Banking or the app and download the official PDF from the Statements / Documents section for the chosen account and month — grab the text PDF, not a screenshot of the page or a scan.
Review target
Flagged rows, opening and closing balances.
Watch-outs for first direct statements
first direct separates money out and money in into debit and credit columns. If a row is flagged, first check whether the sign was assigned correctly.
Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.
Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.
How to convert a first direct statement
- 1
Download your first direct statement as a text-based PDF from online banking.
- 2
Drop the PDF into the local converter on this page.
- 3
Review detected columns, opening and closing balances, and every flagged row.
- 4
Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.
Frequently asked questions
No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your first direct statement is not uploaded or sent to an AI service.
Log in to first direct Online Banking or the app and download the official PDF from the Statements / Documents section for the chosen account and month — grab the text PDF, not a screenshot of the page or a scan.
Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.
Updated · StatementSift team