Banks that offer statements in CSV

RG2015

Scooterza said:

RG2015 said:

I have just tried and you can download transactions from HSBC in CSV, OFX and QIF.

I have just downloaded mine in CSV and I get three columns, date, details and amount. I agree that it needs some tidying up. It is not as good as Santander and way behind NatWest.

NatWest gives you columns for 

Date, Type (ie DD), Description, Value, Balance, Account Name and Account Number.

You can also download all accounts at once (if you want) including credit card, current account and savings accounts.

Hi RG2015, could you give me some pointers on how you did this because I have tried and even contacted HSBC and was told categorically that this was impossible. Please note that I am aware that I can download the Midata information, but this is missing a ton of useful information so that is not really of much help. If you have any suggestions, I'd appreciate it. I will investigate further regarding Santander but that's what their call centre told me so 🤷‍♀️

On the account dashboard in online banking, there is an download icon below the recent transactions alongside the print icon.

PS This is for the current account. As per a previous poster, it may be that you are specifically referring to a credit card. Unfortunately, I do not have an HSBC credit card. I do have a Santander credit card and will see if that has a download facility.

pafpcg

Scooterza said:

RG2015 said:

I have just tried and you can download transactions from HSBC in CSV, OFX and QIF.

I have just downloaded mine in CSV and I get three columns, date, details and amount. I agree that it needs some tidying up. It is not as good as Santander and way behind NatWest.

NatWest gives you columns for 

Date, Type (ie DD), Description, Value, Balance, Account Name and Account Number.

You can also download all accounts at once (if you want) including credit card, current account and savings accounts.

Hi RG2015, could you give me some pointers on how you did this because I have tried and even contacted HSBC and was told categorically that this was impossible. Please note that I am aware that I can download the Midata information, but this is missing a ton of useful information so that is not really of much help. If you have any suggestions, I'd appreciate it. I will investigate further regarding Santander but that's what their call centre told me so 🤷‍♀️

To download data from an HSBC account:
- logon
- open the account summary page
- click on the "Search" button (upper righthand side) and select your date or other criteria
- click on "View results"
- finally, click on "Download results" to select CSV/OFX/QIF format. 

You should be able to do this with HSBC current, savings & credit card accounts.  [Not having an HSBC credit card, I haven't tested the HSBC download function for a credit card account, but I does work with a First Direct credit card account, so I've assumed that HSBC will have the same facility.]

Note that it's not possible to search for HSBC current account transactions older than a couple of months, so for older transactions it would be necessary to resort to PDF statements, but if you're doing this regularly you shouldn't have a problem with downloading transactions via a CSV file.

RG2015

pafpcg said:

Scooterza said:

RG2015 said:

I have just tried and you can download transactions from HSBC in CSV, OFX and QIF.

I have just downloaded mine in CSV and I get three columns, date, details and amount. I agree that it needs some tidying up. It is not as good as Santander and way behind NatWest.

NatWest gives you columns for 

Date, Type (ie DD), Description, Value, Balance, Account Name and Account Number.

You can also download all accounts at once (if you want) including credit card, current account and savings accounts.

Hi RG2015, could you give me some pointers on how you did this because I have tried and even contacted HSBC and was told categorically that this was impossible. Please note that I am aware that I can download the Midata information, but this is missing a ton of useful information so that is not really of much help. If you have any suggestions, I'd appreciate it. I will investigate further regarding Santander but that's what their call centre told me so 🤷‍♀️

To download data from an HSBC account:
- logon
- open the account summary page
- click on the "Search" button (upper righthand side) and select your date or other criteria
- click on "View results"
- finally, click on "Download results" to select CSV/OFX/QIF format. 

You should be able to do this with HSBC current, savings & credit card accounts.  [Not having an HSBC credit card, I haven't tested the HSBC download function for a credit card account, but I does work with a First Direct credit card account, so I've assumed that HSBC will have the same facility.]

Note that it's not possible to search for HSBC current account transactions older than a couple of months, so for older transactions it would be necessary to resort to PDF statements, but if you're doing this regularly you shouldn't have a problem with downloading transactions via a CSV file.

I hadn't noticed the search button before, but the view more icon gives the same maximum range, currently back to 24th July 2021. This is less than 2 months which is rather limited compared to the 7 years that NatWest gives (in 12 month blocks).

Curiously, my regular saver allows a search back to 5/10/2020

RG2015

Santander allows downloads of the monthly statement credit card transactions into the following formats.

Microsoft Excel
Microsoft Money (QIF)
Intuit Quicken (QIF)
Adobe Acrobat
TXT

This is the same as for current accounts although current accounts also have the midata (csv) download option as well allowing several months of transactions in one file.