About HSBC UK Bank statements
HSBC UK is the ring-fenced UK retail and commercial bank of the HSBC group, with its head office in Birmingham.
HSBC UK statements begin with an account summary listing opening balance, payments in, payments out and closing balance. Transactions sit under Date, Payment type and details, Paid out, Paid in and Balance, with dates such as 02 Apr 24. Each date is printed once, on the first transaction of that day, so later same-day rows have none. Entries start with a short code such as CR, DD, SO or BP, and the table opens with BALANCE BROUGHT FORWARD.
Columns on a HSBC UK statement and where they go in your export:
| On the statement | In your export |
|---|---|
| Date | Date |
| Payment type and details | Reference |
| Paid out | Debit (and negative Amount) |
| Paid in | Credit (and positive Amount) |
| Balance | Balance |
Also known as HSBC, HSBC Bank UK and HSBC Advance.
How to download your HSBC UK statement as a PDF
- In the HSBC UK app, choose the account and tap 'View statements'.
- Pick the month to open the PDF, then save or share it.
- In online banking, open the quick links menu and select 'Statements'.
- Choose the statement type, year and month, then download the PDF.
HSBC UK shows up to 6 years of statements in online and mobile banking. A digital statement only appears for periods with debits on the account.
Menu names can change between app and website versions.
HSBC UK CSV and Excel downloads vs converting the PDF
Statements download as PDFs only. For spreadsheet data, HSBC lets you filter the transaction list with 'Search and filter' and download the results as Excel (xls) or CSV. Converting the PDF is the better choice when the data must match a statement line for line.
Converting the PDF statement is useful when you need periods outside that window, an account that is closed, or the exact figures printed on the official statement, including the running balance for reconciliation.
Tips for converting HSBC UK statements
- HSBC prints each date only on the first transaction of the day. Run the balance check after converting; it re-adds the running balance and flags any row that does not reconcile.
- Codes such as CR, DD, SO and BP at the start of each entry move into the Reference column, so the payee name stays clean in Description.
- HSBC keeps six years of statements online, so you can download each monthly PDF and combine them in the converter into one Excel, CSV or OFX file.
Importing HSBC UK transactions into accounting software
For Xero, QuickBooks, Sage and FreeAgent, export CSV or OFX after checking the preview. Amounts are written as plain numbers without the £ sign, so they import cleanly as values. Step-by-step help: Xero, QuickBooks.
More United Kingdom banks
Barclays, first direct, Halifax, Lloyds, Metro Bank, Monzo, Nationwide, NatWest, RBS, Revolut, Santander, Starling, TSB . United Kingdom overview
This is an independent tool and is not affiliated with, endorsed by or connected to HSBC UK Bank. The name is used only to describe which statements the converter can read.
Frequently asked questions
How far back can I get HSBC UK statements online?
HSBC UK says you can view and download up to six years of statements in online banking and the mobile app. For anything older, or for a printed copy, contact HSBC; its help pages mention ordering a one-off paper statement through Chat in online or mobile banking.
Can I download HSBC transactions to Excel?
Yes. Choose the account, use 'Search and filter', then 'Download' at the bottom of the list and pick Excel (xls) or CSV. Statements themselves are PDF only, so if you need a sheet that mirrors a statement with its running balance, convert the statement PDF instead.
What do CR, DD and SO mean on an HSBC statement?
They are payment type codes. HSBC's statement guide explains CR as credit, DR as debit, DD as Direct Debit, SO as standing order, TRF as transfer and CHQ as cheque. When you convert a statement, these codes are placed in a separate Reference column.
Is it safe to convert my HSBC UK statement here?
Yes. The conversion happens on your own device; your HSBC UK statement is not uploaded, stored or shared. This site is independent and not affiliated with HSBC UK Bank.