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Based in Leeds, United Kingdom, First Direct provides statements to its customers as PDF documents in online banking. Upload the statement PDF below and download a CSV file — extracted, normalized and reconciled first.
A CSV is the safest hand-off format there is, and this one carries the reconciled First Direct transactions in the same normalized columns used for every bank — so files from different banks and different months stack without reformatting.
The main use is feeding scripts, databases and anything that reads delimited text. Statements from United Kingdom banks print dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.
Every First Direct conversion is audited by the document it came from. The extracted transactions are totalled against the printed opening and closing balances and checked row by row against the running balance column where one is printed. Passing both checks is the only route to a reconciled result; there is no partial pass and no silent correction. What cannot be proven is labelled, never smoothed over.
Before converting, spend thirty seconds on the First Direct document itself: confirm the period matches the month you are closing, note the opening and closing balances, and scan for the period's largest transactions. Second, glance at the statement's own subtotals before converting: section totals for deposits, withdrawals and fees are free checkpoints that tell you where a flagged difference is likely to live.
In United Kingdom, bookkeepers commonly work in Xero, Sage, QuickBooks and FreeAgent; the Excel and CSV exports from this converter are the files those tools import, and the Xero export is laid out for direct import where the tool accepts it.
Download all twelve periods first and convert them as one batch, then work through the reconciliation results month by month in order. Fix flagged months before importing anything: it is far easier to resolve a difference against twelve tidy statements than inside a year of mixed postings.
If your importer asks about delimiters and encoding, the answers are comma and UTF-8. Descriptions containing commas are quoted in the file, so a standards-compliant importer reads them as one field — if yours splits them, it is not reading the quoting, and its settings need adjusting.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Tip: where the portal shows a 'final' or 'corrected' version of a statement, convert that one — reissued statements supersede the original figures.
Save the statement as a PDF from First Direct online banking, add it to the converter above, and take the a CSV file it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.
Like most banks in United Kingdom, First Direct prints dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56). Conversion normalizes dates to an unambiguous form in the output while leaving the figures themselves untouched.
Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.
Yes — convert each account's statements separately so each one reconciles against its own balances, then combine the exports in your software if you need a single view.
Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.
That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.
The QuickBooks and Xero exports are laid out in the column order those tools import. The plain CSV and Excel exports suit everything else, including spreadsheet review before import.
Yes — it is one of the strongest checks available. The converter walks the extracted amounts against the printed running balance row by row, so a single dropped or duplicated transaction is pinpointed instead of merely suspected.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
Convert the same First Direct statement PDF to Excel instead.
Convert the same First Direct statement PDF to OFX instead.
Convert the same First Direct statement PDF to Xero instead.
Back to the First Direct statement converter hub or the United Kingdom bank directory. Other United Kingdom banks: Barclays statement to CSV · HSBC UK statement to CSV · Lloyds Bank statement to CSV · NatWest statement to CSV
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.