Convert first direct bank statement to Excel
Upload the statement PDF and download an Excel file with one transaction per row: date, description and amount in separate columns (and the balance, when the statement shows it).
Secure
Your bank statements aren't shared with anyone and are encrypted in transit. Password-protected PDFs open in your browser. How we handle your files
Built for firms
For accountants and bookkeepers who reconcile accounts every month: one transaction per row and the same columns every time.
Accurate
We keep improving how each bank converts. If a file doesn't convert the way you expected, email us at support@extractpro.app and we'll fix it.
How do you convert your first direct bank statement to Excel?
A first direct bank statement downloaded from the first direct app or Online Banking goes into ExtractPro and comes back as an Excel file (.xlsx), with a row for each transaction and the date, description and amount in their own columns (and the balance, when the statement shows it). On its help page, first direct says “You can download and view statements in PDF format for most of our accounts as soon as they're available.” Its help pages are at firstdirect.com.
How to download your first direct statement from Statements on the Balances screen
- In the first direct app, go to the Balances screen.
- Tap the three dots on the account you want a statement for.
- Select Statements.
- Choose one of your 3 most recent statements, or a previous year.
- Once the statement is on screen, use the download icon.
“we'll show you your 3 most recent statements straight away or you can choose from previous years below. Once your statement is on screen, the download icon will give you options to print, send or save.”
How it works
3 steps, in seconds
Download the statement
Get the statement for the period from first direct; if it comes as a PDF, that is the file to upload.
Upload it to ExtractPro
If the PDF is password-protected, enter the password and the file unlocks in your browser. The password never reaches our servers.
Download the Excel file
One transaction per row, with date, description and amount in separate columns (and the balance, when the statement shows it).
FAQ
About first direct statements
01Is a first direct bank statement something ExtractPro can read?
Is a first direct bank statement something ExtractPro can read?
Yes. Save the statement from the first direct app or Online Banking and upload the file unchanged: the PDF comes back as a spreadsheet with each transaction on its own row and amounts stored as numbers.
02Where do I find the statements in the first direct app?
Where do I find the statements in the first direct app?
The first direct help page says “on the Balances screen select the more options button (tap the three dots) on the account you wish to view a statement for”, then “select ‘Statements’”. It adds “we'll show you your 3 most recent statements straight away or you can choose from previous years below.”
03Is first direct a separate bank from HSBC UK, and how far back do its statements go?
Is first direct a separate bank from HSBC UK, and how far back do its statements go?
The footer of firstdirect.com says “first direct is a division of HSBC UK Bank plc.” The window is stated separately on the first direct help page: “You can view up to 6 years’ worth of transactions and charges on our App and Online Banking by selecting the account you wish to view and downloading your statement PDFs.”
Your first direct statement, in Excel
Free during launch. Upload the PDF and download the Excel file.
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