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Convert First Direct PDF Statements to CSV

Convert First Direct bank statements to CSV. Extract transactions from this HSBC-owned digital bank. Stop manual data entry and get your First Direct transactions into Excel, QuickBooks, or Xero in seconds.

Upload First Direct PDF

Full preview before you pay — from $2.99 per file · No subscription

How to Download Your First Direct Statement PDF

  1. 1

    Log in to First Direct online banking

  2. 2

    Navigate to your account overview

  3. 3

    Click on "Statements" from the account menu

  4. 4

    Select your statement period

  5. 5

    Click "Download PDF" to save the statement

First Direct is owned by HSBC and uses similar online banking systems. Statements use UK date format (DD/MM/YYYY).

What Your First Direct CSV Will Include

First Direct Statement Format

First Direct statements use UK date format (DD/MM/YYYY) with similar layout to HSBC (both are part of HSBC Group). Statements include clear transaction descriptions and running balances.

Supported First Direct Account Types

  • Current Account
  • Savings
  • Credit Card

Simple, Transparent Pricing

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Single File
$2.99 / file

Best for one-off files

  • All transactions extracted
  • Full preview before paying
  • Clean, formatted output
5-File Pack
$9.99

5 files

  • $2.00 per file (save 33%)
  • Credits never expire
  • Full preview before paying
Best Value
24-Hour Day Pass
$24.99 / 24h

Unlimited files for 24 hours

  • Unlimited files
  • Best for batch jobs
  • No account needed
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Instant processing
Files auto-deleted in 60 min

First Direct Tips & Notes

  • 1

    First Direct is a digital bank owned by HSBC, launched in 1989

  • 2

    First Direct was the UK's first telephone bank before expanding to online services

  • 3

    Despite being HSBC-owned, First Direct maintains its own branding and customer service approach

  • 4

    Sort codes and account numbers are extracted automatically from your statement for accurate bank identification

Secure Handling

Your First Direct statements are encrypted and processed securely. We automatically delete all files after 24 hours.

Instant Conversion

Our specialized parsing engine understands the First Direct layout to extract data instantly and accurately.

Format Ready

Get a clean CSV with dates, descriptions, and amounts properly formatted for Excel, Google Sheets, or accounting software.

Common First Direct Conversion Issues

Date Format Confusion (DD/MM/YYYY)

First Direct statements use the DD/MM/YYYY date format. When opening the CSV in Excel, ensure your system region settings match to avoid dates being misinterpreted (e.g., 10/02 becoming October 2nd instead of February 10th).

Check Images

Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.

First Direct Statement Conversion FAQ

Log into your First Direct online banking, navigate to "Statements" or "Documents" section, select the statement period you need, and choose the PDF download option. Some banks call this "eStatements" or "Paperless Statements."
Yes! Our converter works with both First Direct checking/savings account statements and credit card statements. The extracted data will include transaction dates, merchant names, and amounts.
Our parser is specifically optimized to understand First Direct's statement format. We achieve high accuracy for dates, descriptions, amounts, and running balances. You can preview the data before purchasing.
Yes! The CSV output is formatted to be compatible with QuickBooks, Xero, FreshBooks, and other accounting software. Simply use the import function in your accounting software to bring in the transactions.
We support standard First Direct PDF statements downloaded from online banking. This includes monthly statements, quarterly statements, and year-end summaries. Password-protected PDFs need to be unlocked first.
Upload your bank statement PDF, and our intelligent parser automatically detects the format, extracts all transactions including dates, descriptions, amounts, and balances, then outputs a clean CSV file ready for Excel, Google Sheets, or accounting software.
We support most major US and international banks including Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, PNC, TD Bank, Barclays, HSBC, Lloyds, NatWest, Revolut, Chime, Monzo, and many more. Our parser can often handle banks not explicitly listed.
Absolutely. Your PDF is processed entirely in memory and never written to disk. Files are automatically deleted within 60 minutes. All connections use TLS encryption. We never store your financial data permanently and no human ever sees your documents.