Convert statements to excel.
HSBC Statement Converter
Statements can be requested through the HSBC app or via the Net Banking website.
You can convert your HSBC PDF statements to excel on this page. These are some of the more frequently processed layouts for HSBC.
See the following guide for how to download your PDF statements.
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Table headers are displayed on each page of the bank statement that contains transactions, this helps with filtering other data such as notices and advertisements.
HSBC statements can contain all of the transactions for a given period for multiple accounts that the customer holds with the bank.
HSBC statements do not include the year in the date column of the transactions table, this needs to be manually added to be able to import the bank statement's transactions in accounting software like Xero, MYOB and Quickbooks.
Section 286 of the Corporations Act requires financial records to be kept for at least seven years after the transactions covered by the records are complete.
As a result Australian Banks and Credit Unions provide 7 years of bank statements for download as PDF but only 2 years of data through Open Banking.
Need Help?
Getting HSBC statements into excel is a common task. For any questions please reach out.