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Convert TSB statements to Excel or CSV

TSB statements live in the Digital Inbox in Internet Banking and the TSB app rather than under the account, as PDFs that match the paper versions. TSB doesn't describe a spreadsheet export for personal accounts, so those PDFs are the way to get past months. BankConv reads them into Excel, CSV or Google Sheets, with money out and money in kept as separate columns.

Updated

Download your TSB statement

  1. 1.Log in to TSB Internet Banking and choose Your Inbox at the top right of the page.
  2. 2.In the TSB app, tap the profile icon, then Inbox, then tap the statement and the download icon.
  3. 3.Open each statement and save the PDF. TSB says it never alters or deletes items in your Digital Inbox.
  4. 4.Repeat for each month you need.

Do you need to convert at all?

TSB's personal help pages describe statements as PDFs in the Digital Inbox and don't describe a spreadsheet export of transactions. Business Internet Banking lets you download a statement into a financial software package; TSB doesn't name the file formats on its public pages.

Business Internet Banking shows transactions for at least the last 13 months. For personal accounts, the PDF statements in the Digital Inbox are the reliable route to past months.

What to know about TSB PDFs

Statements sit in the inbox, not under the account
TSB delivers statements to the Digital Inbox alongside letters and other correspondence, so you won't usually find them on the account page itself. Check each document's date and account before you download, so you don't convert a letter or the wrong account.
Look for a payment type column
TSB statements usually show a short payment type next to each line, such as a debit card payment, direct debit or Faster Payment. Keep it as its own column; it makes filtering by type easy once the rows are in Excel.
Money out and money in are separate
Debits and credits usually sit in two columns with no minus signs. Keep both, or build one signed amount (money in minus money out) before you import into software that wants a single Amount column.

TSB statements are PDFs that look the same as the paper versions, so the transaction table converts row for row. The main things to watch are picking the right document from the inbox and keeping money out and money in apart.

How to get TSB transactions as CSV

TSB doesn’t describe a CSV export for personal accounts on its help pages, so the PDF statement is the route to a spreadsheet.

  1. Save the statements: open Your Inbox in Internet Banking (or Inbox in the app) and save each monthly PDF.
  2. Convert them: upload the PDFs to BankConv, up to 10 at a time, check the rows, and export CSV or Excel.

Business customers can download statements into financial software from Business Internet Banking. The PDF route still helps when an accountant or lender wants full statements with opening and closing balances.

A TSB PDF statement converted to rows, with money out and money in kept separate.

What to check after converting

Use the balances on the statement to confirm the result yourself.

  • Balance: opening balance plus money in minus money out should equal the closing balance on the PDF.
  • Account: if you saved statements for more than one account, check the account number on each PDF before you combine the rows.
  • Dates: UK dates are day first, so make sure your software reads 03/09 as 3 September.

For Xero, see importing into Xero. More UK banks are on the UK banks page.

How to convert a TSB bank statement to ExcelVideo coming soon · 1:10

Sources: TSB: View and download statements · TSB: Paperless banking · TSB Business: Internet banking · TSB: Transaction history for closed accounts

Product screenshotBankConv results page after converting a TSB statement (anonymised): rows table, format switch and export button.
A TSB statement converted in BankConv

Columns you get

DatePayment typeDetailsMoney outMoney inBalance
02 Sep 26DEBCO-OP GROUP 412 BRISTOL18.451,141.55
03 Sep 26DDBRISTOL WATER41.201,100.35
05 Sep 26FPIACME LTD SALARY2,060.003,160.35
08 Sep 26SORENT SAVINGS POT300.002,860.35

Sample rows in TSB's layout, fictional data. First 5 pages free to check.

  • Deleted after 24 hours

    Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.

  • Read only to extract transactions

    Your statement is read (with OCR for scans) to pull out the transaction rows you download.

  • Encrypted in transit

    Uploads and downloads use HTTPS (TLS).

  • Passwords never stored

    The password of a protected PDF is used once to open the file.

  • No bank login

    BankConv works from the PDF you download, never from a connection to your bank.

How we handle your data

TSB statement questions

Where are my TSB statements online?

In the Digital Inbox. In Internet Banking, choose Your Inbox at the top right. In the TSB app, tap the profile icon and then Inbox. Statements are PDFs you can view, download or save.

Can I download TSB statements as CSV?

TSB's personal help pages describe statements as PDFs only. Download the PDFs from your Digital Inbox and convert them in BankConv to get CSV or Excel.

Can I get transaction history for a closed TSB account?

TSB says you can request past transaction history for up to five years after closing the account, and that it's currently sent on paper. If you still have the PDFs from your Digital Inbox, convert those instead.

Other United Kingdom banks

  • Barclays
  • HSBC UK
  • Lloyds Bank
  • NatWest
  • Santander UK
  • Nationwide
  • Halifax
  • Monzo
All United Kingdom banks