United Kingdom · GBP

Convert HSBC Bank Statements to Excel

HSBC UK statements use a classic “Payment type and details / Paid out / Paid in / Balance” table with transaction type codes (VIS, DD, SO, BP) prefixed to each row. The converter maps those codes into clean descriptions and splits paid out / paid in into debit and credit columns.

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How HSBC statements are structured

Type codes (VIS, DD, SO, BP, ATM) prefix every description
Paid out / Paid in columns instead of signed amounts
Balance printed only when it changes on a given date
DD MMM YY date format

Fields extracted

Date (UK format normalized to ISO)
Transaction type code and cleaned description
Paid out → debit, Paid in → credit
Balance carried forward to rows that omit it

How to download a HSBC statement

1Log on to HSBC online banking.
2Select the account, then “Statements”.
3Choose the statement period and download the PDF.
4Upload the PDF here to convert it.

Common HSBC conversion problems

The balance column is blank for all but the last transaction of each day.

Balances are forward-filled and validated against paid in/out amounts so every row carries one.

UK date format (DD MMM YY) breaks US-configured spreadsheets.

Dates export as ISO (YYYY-MM-DD), which every locale of Excel reads correctly.

Example output

A converted HSBC statement lands in these columns:

Date	Description	Debit	Credit	Balance
17 Jan 2026	VIS SAINSBURYS S/MKT	£64.20	—	£1,532.77
18 Jan 2026	CR CLIENT INVOICE 2201	—	£1,800.00	£3,332.77
19 Jan 2026	DD BRITISH GAS	£89.50	—	£3,243.27

HSBC conversion FAQ

Does this support HSBC business as well as personal statements?

Yes — Business Banking statements share the paid out / paid in layout and convert the same way.

What happens to the VIS / DD / SO codes?

They are kept at the start of the description so you can filter by payment type in Excel.

StatementConvert is an independent service and is not affiliated with, endorsed by, or sponsored by HSBC Holdings plc. HSBC trademarks belong to their respective owners.