Convert HSBC UK statements to Excel and CSV
To convert an HSBC UK statement to Excel or CSV, upload the PDF, scan or photo to statement.work and export the transactions with date, description, a signed amount and running balance. Transaction type codes and brought-forward lines are handled so only real transactions reach your spreadsheet.
Not affiliated with HSBC UK. statement.work is an independent tool. HSBC UK is a trademark of its owner and is named here only to describe the statements this page is about.
About HSBC UK statements
HSBC UK is the UK retail and commercial bank of the HSBC Group, headquartered in Birmingham. Because HSBC is an international group, HSBC UK statements often include cross-border card spending and international payments alongside everyday activity.
What the statements typically contain
- Account details (sort code and account number) and the statement period.
- A balance brought forward at the top and a balance carried forward at the end of the period or page.
- A transaction table with date, payment type and details, paid out, paid in and balance.
- Short transaction type codes next to many entries, with a key elsewhere on the statement.
These are general characteristics. Check your own statements, as layouts differ by account and change over time.
Common conversion problems
- Type codes in the description. Codes like DD, SO or CR are useful for categorizing but clutter the description if they’re glued to the payee name. statement.work separates the clean description from the category.
- Brought and carried forward lines. These repeat on every page of a multi-page statement and are balances, not transactions.
- Dates printed once per day. Several rows can share a date that is printed only on the first.
- Foreign activity. International payments and card spending can come with separate fee lines, worth reviewing with our fees guide.
How to convert it
- Download the PDF from online banking, or use a scan or photo.
- Upload it to statement.work.
- Review the transactions; balance lines are excluded and every row has its date.
- Export to Excel or CSV.
- Check the closing balance against the statement.
Codes and categories
Transaction type codes make a good first pass at categorization: direct debits are usually recurring bills, standing orders are fixed regular payments. The glossary explains other statement terms. For similar statements, see Barclays and Lloyds.
Questions
What do the short codes next to HSBC transactions mean?
Many UK statements use short codes to show the transaction type, for example DD for direct debit, SO for standing order, CR for a credit and BP for a bill payment. Your statement usually includes a key explaining the codes it uses.
Can I convert statements with foreign currency transactions?
Yes. statement.work handles statements in different currencies. Foreign card spending on a sterling account usually appears in pounds, sometimes with a separate fee line.
Is statement.work affiliated with HSBC?
No. statement.work is independent and is not affiliated with or endorsed by HSBC UK or HSBC Group.