Free converter
Convert First Direct bank statements to CSV or Excel
Turn First Direct statement exports — PDF or CSV — into clean CSV, Excel, QIF, OFX or JSON. Unlike a plain converter, every transaction comes back matched to a real merchant name with category and confidence, and subscriptions, recurring charges and bank fees are detected automatically.
Choose a statement file (PDF, OFX/QFX, CSV, XLSX, TXT — up to 5 MB)
CSV
spreadsheets & imports
Excel
XLSX workbook
QIF
Quicken, YNAB, GnuCash
OFX
accounting packages
JSON
developers & scripts
Getting your statement out of First Direct
first direct (HSBC's phone-and-app bank) puts statements one tap from the transactions page — 'statements' in the top right online, or the three-dot menu on an account in the app — with up to 6 years of PDF history and HSBC-style statement conventions.
Download a PDF statement in first direct Online Banking
- Log on to Online Banking.
- Select 'statements' in the top right of your transactions page.
- Choose the statement you need.
- Use the download icon to print, send or save the PDF.
Download a statement in the first direct app
- On the Balances screen, tap the three dots (more options) on the account.
- Select 'Statements'.
- Pick from the 3 most recent statements or choose a previous year.
- Tap the download icon to print, send or save.
Export transactions as CSV (desktop)
- Log on to Online Banking in a browser and open the account's transactions.
- Use the CSV download option and set your date range.
- Save the file for Excel or accounting software.
User reports indicate the CSV option is available in the browser version of the transactions view, not the mobile app.
Menu wording shifts between app versions; the destinations above stay stable — confirm against First Direct's official help. Statements up to 5 MB / 5,000 rows are supported; card numbers are redacted before storage, the original file is deleted within 24 hours, and reports stay in your dashboard only as long as your plan keeps them.
What First Direct gives you natively
Statements are PDFs — first direct's help pages mention no other statement format. A CSV export with a selectable date range exists in the desktop transactions view, per user reports (forum-corroborated, not documented on first direct's help pages), while the app is PDF-only. No OFX or QIF support is advertised. Statement preferences (paper vs online) are changed via 'my details' then 'Statement Preferences' in Online Banking, or through the app's chatbot.
How far back you can go
first direct states you can view up to 6 years of transactions and charges through the app and Online Banking by downloading statement PDFs — matching parent HSBC's 6-year window. The app surfaces the 3 most recent statements immediately with older years selectable behind them. Its help pages do not describe a self-serve route for statements older than 6 years, so contact first direct for those.
First Direct statement quirks worth knowing
- Statement layout follows HSBC conventions — including the ')))' contactless marker and short codes like DD, SO, TRF, ATM — since first direct runs on HSBC infrastructure.
- The app fronts only the 3 newest statements; older ones are there but behind a year picker, which makes people think history is missing.
- CSV export is a quiet desktop-only feature that first direct's own help pages do not document — the official material only ever mentions PDFs.
- There is no branch network, so 'older or paper statement' requests go through phone or secure message rather than an in-branch route.
Don't just convert it — understand it
The same upload also produces a full analysis of your First Directstatement: every merchant identified with confidence levels, subscriptions with renewal estimates and yearly cost, duplicate and price-rise flags, bank & FX fees, and a printable report. That's the part a plain converter can't do.
Free converter
Convert your statement — and understand it too
A free account converts a statement page every day to CSV, Excel, QIF or OFX — with every transaction matched to a real merchant name, not a cryptic descriptor. No card required; files deleted after 24 hours.
No bank logins · card numbers redacted before storage · everything deleted after 24 hours
Frequently asked questions
How do I download a first direct statement as a PDF?
Online: select 'statements' at the top right of the transactions page, choose the statement and use the download icon. App: tap the three dots on the account, select 'Statements', pick the month and download.
Can I export first direct transactions to Excel or CSV?
There is a CSV download with a date-range picker in the desktop transactions view (user-reported; not in the app). Otherwise, download the PDF statement and convert it.
How far back do first direct statements go?
Up to 6 years of transactions and charges via statement PDFs in both the app and Online Banking, per first direct's help pages.
How do I switch first direct to paper or paperless statements?
Log on to Online Banking, select 'my details', then 'Statement Preferences' — or ask the chatbot in the mobile app.
How do I convert a First Direct statement to CSV or Excel?
Download a statement from your First Direct app or online banking (PDF or CSV both work), upload it above, and download the result as CSV, Excel, QIF, OFX or JSON. Every transaction is parsed, and merchants are identified automatically.
Does it work with First Direct PDF statements?
Yes. Structured exports are parsed exactly; PDF layouts go through AI structure analysis, and scanned PDFs are read page-by-page with AI vision — every date and amount is re-validated by code afterwards.
Is my statement safe?
Card and account numbers are redacted before anything is stored, the original file is deleted within 24 hours on every plan, analysed reports stay in your dashboard only for your plan's retention period (24 hours on Free), and we never ask for your bank login.
Is it free?
Converting a statement is free with an account (1 page per 24 hours). Paid plans add more pages, bulk uploads and AI web research on stubborn merchants.