Convert HSBC Bank Statement to Excel

HSBC UK statements prefix transactions with payment-type codes — VIS for Visa debit, DD for Direct Debit, SO for standing order, BP for bill payment, TFR for transfer — followed by the payee and columns for paid out, paid in, and balance. Those codes are gold for categorization, and the converter keeps them at the start of each Description cell so you can filter all Direct Debits or card spend in one click in Excel.

PDFs download from HSBC Online Banking or the app under Statements (HSBC typically offers several years of archive). Balance is printed on HSBC rows at each day boundary, giving the continuity check regular anchor points: extracted amounts are verified against balance movements and mismatches flagged. Parsing runs entirely on your device — nothing is uploaded to us or anyone else.

Drop your HSBC statement here (PDF or photo)

Processed entirely on this device — nothing is uploaded. Scans and photos are read with on-device OCR (beta).

Free for your first 5 pages each month · Processed on your device · Balance-verified output

HSBC statement FAQ

Where do I find PDF statements in HSBC online banking?

Log on to HSBC UK Online Banking or the app, select the account, and open Statements (under Manage or the documents section). Choose the period and download the PDF.

What do the codes like DD, SO, and VIS on my HSBC statement mean in the output?

They are HSBC’s payment-type codes (Direct Debit, standing order, Visa debit, etc.) and are preserved at the start of each Description — useful as a ready-made category key when filtering in Excel.

Does this work for HSBC business account statements?

Yes — HSBC business statements follow the same paid out/paid in/balance structure with higher volume. The balance check applies at every balance-anchored row, which matters more as transaction counts grow.