Convert First Direct Bank Statement to Excel & CSV
Re-typing a First Direct statement into Excel is slow and error-prone. StatementSheet reads the PDF directly and rebuilds the transaction table for you.
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First Direct statements are handled by our generic geometry parser, which detects the header row, infers the columns, and reconstructs each transaction regardless of the exact layout First Direct uses.
UK statements typically run DD/MM/YYYY with separate Paid In / Paid Out columns — both are handled and reconciled. Every conversion runs a balance reconciliation: the running balance is walked row by row and debits and credits are tied to the ending balance, so a green “Reconciled” badge tells you the export is complete.
First Direct doesn't have branches to visit, so the PDF is the source of truth — download it from the First Direct app or web dashboard, then drop it in below. Parsing happens entirely in your browser and the file is never uploaded.
How to convert your First Direct statement
Download the PDF
Save your First Direct statement as a PDF from online banking.
Drop it above
The transactions are parsed locally in your browser.
Review the badge
Green means it reconciled; amber highlights rows to check.
Download
Export a clean .xlsx or CSV for Excel, QuickBooks or Xero.
Supported formats
Export to PDF Bank Statement to Excel · PDF Bank Statement to CSV · Scanned Bank Statement to Excel · Credit Card Statement to Excel.
First Direct statement FAQ
Is my First Direct statement uploaded to a server?
No. Text-based First Direct PDFs are parsed in your browser with JavaScript, so the file never leaves your device. Scanned statements are OCR'd on-device too.
Which First Direct account types work?
Checking, savings and credit-card style First Direct statements all work. The parser reads the transaction table regardless of account type and reconciles the running balance where one is present.
Can I export First Direct transactions to CSV for QuickBooks or Xero?
Yes. Download a clean CSV with consistent Date, Description, Debit, Credit, Amount and Balance columns that imports directly into QuickBooks, Xero, Wave or Excel.
What if a row looks wrong?
Any row that breaks the running balance is highlighted in the editable preview grid. Fix the cell inline and your correction flows straight into the .xlsx and CSV download.