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HSBC · CSV / PDF

How to export a HSBC statement

HSBC offers CSV downloads of recent transactions through Online Banking, and PDF statements through both the app and website.

  1. 1

    Log in to HSBC Online Banking and open your current account.

  2. 2

    Above the transaction list choose Download transactions (or the download arrow).

  3. 3

    Select a range of up to 90 days and choose CSV / Spreadsheet.

  4. 4

    Save the file (it's usually called TransHist.csv).

  5. 5

    Upload it to Sift. Repeat for older periods if you want longer comparisons.

Good to know

  • HSBC CSVs have Date, Description and Amount columns with money out as negative — no changes needed.
  • In the app: Statements → choose a month → Download PDF also works.

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