United Kingdom bank statement conversion
First Direct Statement Converter
Convert First Direct PDF statements into Excel, CSV, or QuickBooks-ready files. Works with digital PDFs, scanned statements, and multi-page account records.
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. No credit card required.
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.
- 01Sign in to First Direct online banking or the mobile app.
- 02Open the checking, savings, credit card, or business account you need.
- 03Find Statements, Documents, or eStatements, then download the monthly PDF.
- 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 spreadsheets and imports, or OFX/QBO for QuickBooks workflows.