How to Convert a TSB PDF Bank Statement to CSV or Excel
TSB provides statements as PDF files through its Internet Banking and mobile app. When a PDF statement is what you have and you need the data for accounting, tax, or reconciliation, here's how to convert it into a clean CSV for Excel or your accounting software in a few seconds, with your first statement free.
The Problem With TSB PDF Statements
TSB keeps your statements as PDF files in Your Inbox, in both Internet Banking and the mobile app. TSB Business Internet Banking can also download transaction history into financial software, but a statement you already hold stays a PDF. If you need structured data from it, for bookkeeping, tax returns, or importing into accounting software, the PDF is what you have to work with.
Copy-pasting from a TSB PDF into a spreadsheet produces broken formatting. The columns for "Money Out" and "Money In" collapse together, multi-line descriptions wrap unpredictably, and dates lose their structure. For a statement with dozens or hundreds of transactions, manual cleanup is not a practical option.
TSB was relaunched as a separate bank from Lloyds Banking Group in 2013, was bought by Banco Sabadell in 2015, and has been owned by Santander since April 2026. It went through a significant IT platform migration in 2018, which means statement formats may differ depending on when the statement was issued. Whether your PDF is from the current platform or an older format, the converter handles both.
Quick answer: Use MatchIQ's free PDF converter. Upload your TSB PDF and download a clean CSV that opens straight in Excel. Your first statement of up to 10 pages converts free on a new account.
How to Convert Your TSB Statement (4 Steps)
- Download the statement from TSB
Sign in to TSB online banking and download the PDF statement for each period you need. One PDF per statement period. - Create a free account
Register from the converter page, then open MatchIQ and open the PDF converter inside it. There is no bank to pick from a list — the extraction reads whatever layout is in front of it, which is why statements from banks we have never seen convert just as well. - Upload your PDF
Drag and drop or click to browse. The file is uploaded over an encrypted connection and read on our servers, which is what lets scans and photos work as well as native PDFs. - Download your CSV
Review the extracted transactions on screen, then download the CSV. It imports into accounting software and opens directly in Excel for spreadsheet work.
Privacy note: Your statement is uploaded over an encrypted connection and read on our servers rather than in the browser. That is a deliberate trade: it is what allows scanned and photographed statements to convert, not just native PDFs.
What the Converter Extracts
The converter turns your TSB PDF statement into a CSV with four columns:
- Date: the transaction date, in one consistent format
- Description: payee and transaction details, kept as they appear on the statement
- Reference: filled where the statement has a separate reference column, otherwise left blank
- Amount: one signed column, negative for money out and positive for money in
TSB's separate "Money Out" and "Money In" columns are combined into the one signed Amount column. Multi-line descriptions are rejoined and commas and currency symbols are stripped from amounts. The running balance is not carried into the CSV, so tick the closing figure off against the statement once it is imported.
Can I Download TSB Statements as CSV Directly?
Statements in TSB's Internet Banking and mobile app are PDF files. TSB Business Internet Banking can download transaction history into a financial software package, but TSB's help pages don't describe a CSV or Excel export for personal accounts. The mobile app shows transaction lists that you can scroll through, which doesn't help when you need a full statement period as data.
If you need structured data from a full statement period — whether for a tax return, an accountant, or importing into software like Xero, QuickBooks, or Sage — converting the PDF is the most reliable route.
Alternative: Open Banking
TSB supports Open Banking, which allows authorised third-party apps to access your transaction data via API. How far back that data goes varies by bank and by app, and the app has to ask you to reconfirm access every 90 days. For historical statements, year-end data, or a complete record of a specific period, PDF conversion remains the most practical option.
TSB Statement Formats
TSB uses different statement layouts depending on account type and when the statement was generated:
- TSB Current Account (post-2018): standard layout with date, description, type, money out, money in, and balance columns on the current Sabadell-built platform
- TSB Current Account (pre-2018): older format from before the IT migration, with slightly different column spacing and header styles
- TSB Business Account: similar layout to personal accounts with additional reference fields for business transactions
- TSB Savings Account: simplified layout showing deposits, withdrawals, interest, and running balance
- TSB Credit Card: separate format with transaction date, posting date, description, and amount
The converter handles all common TSB UK statement formats. It recognises the layout by itself, and any page it does not recognise, including scans and photos, is read visually line by line, so an unusual layout still converts.
What to Do With Your CSV Data
Once you have clean CSV data from your TSB statement, you can:
- Import into accounting software: Xero, QuickBooks, Sage, FreeAgent, and Pandle all accept CSV bank imports
- Keep the books in IQ Books: IQ Books, ReconcileIQ's UK accounting software, is free for one business with the whole ledger, takes the CSV (or reads the PDF statement itself) and files Making Tax Digital VAT and Income Tax returns at no cost
- Reconcile in MatchIQ: upload it alongside your ledger export and MatchIQ matches it automatically, showing what is matched, missing and extra
- Analyse in Excel: pivot tables, spending analysis, cash flow tracking
- Code in CodeIQ: if you're a bookkeeper, CodeIQ can automatically code transactions to your chart of accounts, classify VAT, and post back to your platform
- File with HMRC: structured data for tax return preparation or MTD submissions
Convert Your TSB Statement Now
Fast, accurate, and checked on screen before you download. Your first statement of up to 10 pages converts free on a new account.
Convert your PDF now for freeFrequently Asked Questions
TSB statements come as PDFs, and TSB's help pages don't describe a CSV export for personal accounts. Download the statement as a PDF from Your Inbox and use a free converter tool to extract the transaction data into CSV format.
Use the free PDF converter at reconcileiq.com/bank-statement-converter. Upload your TSB PDF and download the extracted data as a CSV. CSV files open directly in Excel, or you can copy-paste the preview data into a spreadsheet.
Your first statement of up to 10 pages converts free on a new account. After that it runs on credits, and the cost is shown before anything is processed.
Yes. The converter handles both current TSB statement formats and older layouts from before the 2018 IT platform migration. Statements issued by Lloyds TSB before the 2013 split convert too. There is no parser to choose: the converter reads whatever layout it is given.