UK
Upload a TSB statement PDF and every transaction comes back as clean rows — date, description, money out, money in and the running balance — with the closing figure checked before you download. Export to Excel, CSV, or an import file for Xero, QuickBooks or Zoho.
A TSB statement gets converted for all sorts of reasons — a mortgage or rental application that wants a few months of spending, a benefits or visa claim, a self-employed tax return, or a bookkeeper squaring up the accounts. Whatever the reason, the awkward part is the same: a PDF can't be sorted or totalled, and TSB's description column tends to wrap long payee names across two lines, which a plain copy-paste turns into phantom rows.
What a TSB statement looks like
A TSB current-account statement uses these columns:
Column | What's in it |
|---|---|
Date | The day the transaction was applied |
Description | The payee, with a payment-type label |
Money out | Debits |
Money in | Credits |
Balance | Running balance after the transaction |
Two things about the layout matter when you convert:
- Long payees wrap. Retailer and payee names often run past one line, and the second line has to be rejoined to the payment above rather than read as its own transaction. That's the single most common thing generic converters get wrong on a TSB statement.
- A payment-type label. TSB marks how the money moved — a card payment, Direct Debit, standing order, Faster Payment or a transfer — inside the description. Kept intact, it lets you filter every card spend or Direct Debit once the statement is a spreadsheet.
For a mortgage or rental application
If you're sending TSB statements to a lender or a letting agent, they usually want the months in a form they can scan quickly. A clean spreadsheet lets you total your regular income, show the outgoings, and hand over something legible rather than a stack of PDFs. The running balance is checked as part of the conversion, so the figures you present tie together — which matters when someone is deciding whether your income supports a mortgage or a tenancy.
Where to download your TSB statement
- TSB Internet Banking: log in at tsb.co.uk, choose the account, open Statements, pick the period and download the PDF.
- TSB Mobile Banking app: tap the account, go to Statements, choose a month and save the PDF.
A statement downloaded this way is a digital PDF with selectable text, so the conversion is exact. If you only have a scan or a photo of a paper statement, the converter reads it with OCR — that just takes a little longer.
Getting the numbers where you need them
- Excel or Google Sheets — a clean `.xlsx` or CSV, one row per transaction, ready to total and filter.
- Xero or QuickBooks — an import-ready bank file so the lines arrive as statement entries to reconcile.
- Tally, Zoho and others — the same data in each one's format.
Before you download, the maths is checked: opening balance, plus money in, minus money out, has to reach the closing balance. On a multi-page TSB statement, that check is what catches a single line dropped between pages.
Common snags with TSB statements
- Two-line payees. A long retailer name on a second line gets rejoined to the payment above.
- Payment label kept. The card / Direct Debit / Faster Payment label stays with its transaction.
- Business accounts. TSB business current-account statements use the same layout, so the same conversion works.
Frequently asked questions
Can I convert a TSB statement to Excel for free?keyboard_arrow_down
Yes. Upload the PDF and get a clean Excel or CSV back free to start, with the running balance checked so the import lines up.
Why do the retailer names end up on their own row in other converters?keyboard_arrow_down
Because TSB prints a long payee across two lines. A plain PDF export reads the second line as a separate transaction and pushes the balance out. The converter rejoins it to the payment it belongs to.
Does it handle TSB business statements?keyboard_arrow_down
Yes. Business current-account statements share the same Money out / Money in / Balance layout, so the conversion is identical.
Will it read a scanned TSB statement?keyboard_arrow_down
Yes, with OCR. A PDF downloaded from Internet Banking will convert faster and cleaner than a scan.
