How to Download or Export HSBC UK Bank Statements to Excel or CSV

Introduction
Whether you’re managing personal finances or running a business, being able to work with your bank data in Excel or CSV format is a huge advantage. If you're an HSBC UK customer, you might be asking:

  • How do I download HSBC bank statements to Excel ?

  • Can I download HSBC statements as CSV ?

  • How do I convert HSBC PDF statements to CSV or Excel ?

    • In this guide, we’ll answer all those questions.
    You’ll learn how to download HSBC statements in Excel (or export as CSV), and how to convert HSBC PDF bank statements to CSV using a simple online tool called Statementsheet.
    Let’s dive into the options.


    Why Export HSBC Bank Statements to Excel or CSV ?

    Before we get into the steps, let’s look at why you might want your HSBC statements in Excel or CSV format:

  • ✅ Track income and expenses with spreadsheets

  • ✅ Use your data in accounting tools like Xero, QuickBooks, or Sage

  • ✅ Reconcile accounts more easily

  • ✅ Prepare financial reports or tax documents

  • ✅ Automate budgeting or create financial dashboards

    • HSBC offers a few built-in export options, but they’re not always obvious, and they don’t always work for PDF statements. Below, we’ll walk through every method.


    Option 1: Download HSBC UK Bank Transactions as a CSV File

    If you want recent transaction data (not full monthly statements), HSBC UK online banking does allow you to download HSBC bank statements as CSV.

    How to download HSBC transactions as a CSV:

    1. Log into HSBC Online Banking UK

    2. Go to your account overview

    3. Select the account you want to download transactions from

    4. Choose the “Previous Statements” or “Transactions” section

    5. Look for a “Download” or “Export” button

    6. Choose your date range (e.g., last 30 days, or a custom range)

    7. Click Download

    The downloaded file will be a .csv file — easily opened in Excel, Google Sheets, or any spreadsheet tool.
    However, this method does not apply if you need to work with official monthly PDF statements.


    Option 2: Download HSBC Statements in PDF Format

    If you're downloading full monthly bank statements (useful for taxes, business records, or personal filing), they are usually only available as PDFs.

    Steps to download HSBC PDF statements:

    1. Log into your HSBC UK online banking

    2. Go to “Statements” or “Documents”

    3. Select the month or date range you need

    4. Click Download — the file will be in PDF format

    But now you have a PDF, which isn’t directly editable in Excel. So how do you get that into spreadsheet format?


    Converting HSBC PDF Statements to Excel/CSV with Statementsheet

    If you have a PDF bank statement from HSBC and need to work with the data in Excel or CSV, you’ll need a tool to convert the format.
    you can use Statementsheet to convert them.

    What is Statementsheet ?
    Statementsheet is a web-based tool that converts PDF bank statements into structured CSV or Excel files in seconds. It’s ideal for people who want clean, import-ready data from PDF files.

    Why use Statementsheet for HSBC conversion PDF To Excel/CSV?

  • ✅ No manual data entry
  • ✅ Accurate extraction of dates, descriptions, and amounts
  • ✅ Converts dates, descriptions, and amounts cleanly
  • ✅ Works with HSBC UK PDF statements
  • ✅ Secure and fast — no installation required


    • How to use it ?

    1. Go to StatementSheet

    2. Upload your HSBC PDF bank statement.

    3. The system automatically extracts the transaction data

    4. Download your converted CSV or Excel file

    5. Open in Excel, Google Sheets, or import to accounting software

    It’s that simple.


    Common Use Cases for HSBC UK CSV Statements

    Once you’ve exported or converted your HSBC statement to CSV, you can:

  • Import it into accounting software like QuickBooks, Xero, Wave, or FreshBooks
  • Automate budgeting and spending analysis in Excel
  • Reconcile business transactions faster
  • Spot duplicate payments or errors
  • Save time during tax season

    • For accountants, this means faster monthly closes. For individuals, it means smarter money management.


    Frequently Asked Questions

    Can I download HSBC statements as CSV directly?

    Yes — for transaction lists. But official monthly statements are only available in PDF.

    Does HSBC mobile app offer CSV downloads?

    Usually no — CSV export is only available from desktop online banking.

    How can I convert HSBC PDF bank statements to Excel?

    Use StatementSheet — upload your PDF, download a clean CSV or Excel file.

    Is Statementsheet free?

    There’s a free plan for light users, and paid options for bulk or frequent conversions.

    Is it safe to upload my bank statement to Statementsheet ?

    Yes. Statementsheet is designed for security and privacy. Uploaded files are processed securely and deleted shortly after conversion.


    Final Thoughts

    If you’ve been wondering how to download HSBC bank statements to Excel, or how to convert a HSBC PDF statement to CSV, now you know exactly how to do it.

    For regular transactions, the HSBC online portal allows you to download CSV statements easily.
    But when you’re dealing with official PDFs, Statementsheet is the smartest way to go from HSBC PDF statement to Excel or CSV, without wasting time on manual copy-pasting.

    Ready to convert your HSBC bank statements into Excel or CSV ?
    Try StatementSheet and get your data where it belongs — in your hands, in your spreadsheet.