first direct statement PDF to CSV

How to download first direct transactions as a CSV

1. Log on to first direct Online Banking in a computer browser. The download option doesn't show in the app.
2. Select the account to open its transactions page.
3. Choose Download on that page (it sits with the transactions, not under Statements) and set a date range of up to a year.
4. Choose CSV (QIF is offered too) and save the file. Repeat for each earlier year you need. Menu names change from time to time.

The download is a list of transactions, not your statement, and it isn't in the app. For a statement as first direct issued it, or months the download doesn't reach, download the PDF statements and convert them on this page.

How to download your first direct statement as a PDF

1. In Online Banking, open the account and select Statements at the top right of its transactions page.
2. In the first direct app, tap the three dots on the account on the Balances screen, then Statements. first direct keeps up to 6 years of statements. Menu names change from time to time.
3. Pick the statement period and download the PDF, not the recent transactions list.

Then drop the PDF in the box above, or click it to choose the file.

What you get

first direct is part of HSBC UK, and its current account statements usually look like HSBC UK ones: Date, Payment type and details, Paid out, Paid in and Balance, with the date printed once for each day and the balance at the end of the day. The converter maps Paid out to Debit and Paid in to Credit by their headings, reads £ amounts with comma thousands and gives every row the date printed above it. Rows with no printed balance keep an empty Balance cell, and the running-balance check carries the balance across them.

If first direct's own download covers the dates you need, use it. The converter is for statement PDFs: older months, or statements you saved for a mortgage, landlord or accountant.

How it works, and what it can't do

OfflineStatement is a general reader for text-based PDF statements: it finds the transaction table by its column headings and turns each dated row into a spreadsheet row. It was not built with or tested by first direct, and statement layouts change, so check the result against the PDF. Where the statement prints a running balance, every row is checked against it and rows that don't add up are highlighted. Scanned or photographed statements (images, not text) are not supported. Password-protected PDFs work: you type the password and it stays on your device.

Open the CSV in Excel, Google Sheets or QuickBooks

Excel: double-click the CSV, or use Data > From Text/CSV. Google Sheets: File > Import > Upload, then choose the CSV. QuickBooks Online: the bank-upload CSV needs Date, Description and Amount; Pro exports exactly that format (see PDF to QuickBooks), or you can trim the free CSV to those columns.

Open the converter

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first direct and the other bank names on this site are trademarks of their respective owners. OfflineStatement is an independent tool by Tofu Labs and is not affiliated with, endorsed by or sponsored by any bank.