Convert First Direct PDF to CSV
Convert First Direct bank statements to CSV. Extract transactions from this HSBC-owned digital bank. Stop manual data entry and get your First Direct transactions into Excel, QuickBooks, or Xero in seconds.
Try free — no credit card required
How to Download Your First Direct Statement PDF
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Log in to First Direct online banking
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Navigate to your account overview
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Click on "Statements" from the account menu
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Select your statement period
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Click "Download PDF" to save the statement
First Direct is owned by HSBC and uses similar online banking systems. Statements use UK date format (DD/MM/YYYY).
What Your First Direct CSV Will Include
First Direct Statement Format
First Direct statements use UK date format (DD/MM/YYYY) with similar layout to HSBC (both are part of HSBC Group). Statements include clear transaction descriptions and running balances.
Supported First Direct Account Types
- Current Account
- Savings
- Credit Card
Simple, Transparent Pricing
Try free with up to 3 conversions per month. For scanned PDFs, messy layouts, and better extraction quality — upgrade to AI Pro.
Try it risk-free
- 3 free conversions per month
- CSV & Excel export
- Text PDFs only
- Standard extraction
- AI rescue
- Scanned PDF support
Best for one-off volume
- Unlimited text PDF conversions for 24h
- CSV & Excel export
- Guest checkout — no sign-up
- One-time payment, no sub
- AI rescue
- Scanned PDF support
1,000 AI credits included
Best for messy, scanned, or high-stakes statements
- AI rescue when standard extraction isn't good enough
- Scanned & image PDF support
- Batch upload (up to 10 files)
- QBO, JSON, CSV & Excel export
- Dashboard & history (7-day retention)
- Priority support
- Failed AI rescues refunded automatically
AI extraction pauses at 1,000 credits each month; annual billing gives you a larger upfront pool.
Only AI rescue and scanned PDF extraction use credits. Standard text-PDF extraction stays free and unlimited for all tiers.
First Direct Tips & Notes
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First Direct is a digital bank owned by HSBC, launched in 1989
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First Direct was the UK's first telephone bank before expanding to online services
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Despite being HSBC-owned, First Direct maintains its own branding and customer service approach
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Sort codes and account numbers are extracted automatically from your statement for accurate bank identification
Secure Handling
Your First Direct statements are encrypted and processed securely. We automatically delete all files after 24 hours.
Instant Conversion
Our specialized parsing engine understands the First Direct layout to extract data instantly and accurately.
Format Ready
Get a clean CSV or Excel spreadsheet with dates, descriptions, and amounts properly formatted for accounting software. Need higher accuracy? Try AI extraction.
Common First Direct Conversion Issues
Date Format Confusion (DD/MM/YYYY)
First Direct statements use the DD/MM/YYYY date format. When opening the CSV in Excel, ensure your system region settings match to avoid dates being misinterpreted (e.g., 10/02 becoming October 2nd instead of February 10th).
Check Images
Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.