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BankScanPro

United Kingdom bank statement conversion

Convert First Direct Statements to Excel, CSV & QBO

Turn First Direct PDF statements into structured transaction rows for spreadsheet review, CSV cleanup, or QuickBooks-ready imports. Works with digital PDFs, scanned statements, and multi-page account records.

Convert First Direct Statement View pricing

Outputs

Excel, CSV, QuickBooks OFX/QBO

CSV export available

First Direct usually provides app-based exports, but PDF statements are still used for accountants, lenders, immigration, tax, and compliance documentation. UK statements usually use day/month dates, GBP amounts, Faster Payments, standing orders, direct debits, card transactions, and balance columns. Convert the PDF when you need a complete statement period, reviewable balances, or a QuickBooks-ready file from the official record.

Secure trial

Start with 15 free pages on signup. Files are used only to deliver conversion.

How to download a First Direct PDF statement

Bank menus change over time, but the workflow is usually the same: sign in, open the account, select statements or documents, then download the monthly PDF.

  1. 01Sign in to First Direct online banking or the mobile app.
  2. 02Open the checking, savings, credit card, or business account you need.
  3. 03Find Statements, Documents, or eStatements, then download the monthly PDF.
  4. 04Convert the First Direct PDF in BankScanPro to Excel, CSV, or QuickBooks-ready output.

Statement layout notes

Digital bank statements can include wallet transfers, card purchases, instant payments, deposits, fees, and currency conversion details.

UK PDFs often use paid-in, paid-out, and balance columns with long payment references and merchant descriptions.

Common conversion issues

Internal transfers and currency conversion rows should not be double counted as external cash flow.

Faster Payments and direct debit references can wrap under the main row, so continuation text should not become a separate transaction.

Choose your output

Use Excel for review, CSV for spreadsheet imports, OFX/QBO for QuickBooks-style workflows, or OCR mode when the First Direct statement is scanned.

PDF to Excel

Convert First Direct statements for this workflow.

PDF to CSV

Convert First Direct statements for this workflow.

QuickBooks/QBO

Convert First Direct statements for this workflow.

OFX/QBO

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Scanned PDFs

Convert First Direct statements for this workflow.

For accounting workflows

Accountants and bookkeepers can convert First Direct PDFs into reviewable rows before reconciliation, catch-up bookkeeping, or client import work.

Accountants/Bookkeepers
Scanned PDF guidance

If the First Direct statement is a scan or phone photo, use OCR mode and check that dates, signs, wrapped descriptions, and balances are readable before import.

Scanned statement tips
Privacy-first handling

BankScanPro keeps SEO analytics separate from financial document content. Do not send filenames, account numbers, balances, or transaction text into analytics.

Review security controls

First Direct statement FAQ

Can I convert First Direct PDF statements to Excel?

Yes. Upload a First Direct PDF statement and BankScanPro converts the transaction table into Excel-ready data with dates, descriptions, amounts, and balances structured for review.

Does BankScanPro support scanned First Direct statements?

Yes. Use OCR mode for scanned or photographed First Direct statements. Digital PDFs usually process faster, while scanned files depend on image quality and page clarity.

Can I export First Direct statements to QuickBooks?

Yes. BankScanPro can prepare QuickBooks-ready OFX/QBO output as well as Excel and CSV files, so accountants and bookkeepers do not need to retype transactions.

Is it safe to convert First Direct statements online?

Files are encrypted in transit and at rest, used only to deliver the conversion, and handled without data mining or resale. Avoid sending filenames, account numbers, or statement contents to analytics tools.

What if my First Direct statement has multiple accounts or pages?

Upload the full PDF, then select the pages you need. BankScanPro handles multi-page statements and repeated table headers, and you can review the output before using it in accounting workflows.

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