UK
About TSB statements
TSB split from Lloyds in 2013 and is now owned by Sabadell, but it kept the traditional high-street branch model. Whether you bank in branch or online, the statement is the same monthly PDF, downloaded from Internet Banking or the app, under Statements.
It helps to know how the statement is put together. On a TSB statement a long retailer name often wraps onto a second line, with a payment-type label sitting inside the description. A plain PDF export flattens that structure; the converter keeps each piece in its own column.
Currency stays GBP (pounds) and the DD/MM/YYYY dates carry straight through, exactly as they appear on the statement. Even a photographed page converts — OCR pulls the columns out, and the reconciliation check runs regardless of how the PDF was made.
After that you're just reconciling in Zoho Books; the awkward part of getting the data out of the PDF is handled.
Why people convert TSB to Zoho Books
Zoho Books reconciles from imported statements, and a TSB feed isn't always available or current. Converting the PDF to a clean CSV gives Zoho exactly what its Import Statement screen wants, for any month you need.
For anyone reconciling TSB against Zoho Books after the fact, the value is in not retyping. You keep the original PDF as your source, convert it, and reconcile the imported lines — the figures stay tied back to the statement.
Import a TSB statement into Zoho Books
Zoho Books imports a CSV — there's no separate Zoho file, so you use the clean CSV.
- Convert the PDF above and download the CSV.
- In Zoho Books: Banking → pick the account → Import Statement.
- Upload the CSV and map Date / Description / Amount.
- Import, then categorise the lines.
The totals are checked first
Every file is reconciled first: opening balance plus money in, minus money out, should land on the closing balance. If it doesn't, you see it here instead of finding out inside Zoho Books.
Frequently asked questions
What file does Zoho Books take?expand_more
No special file — Zoho Books imports a plain CSV, so you use the clean CSV from here. Go to Banking → your account → Import Statement, then map Date, Description and Amount. There's a preview before it commits, so you can check the columns matched before the lines post.
How is a TSB statement laid out?expand_more
On a TSB statement a long retailer name often wraps onto a second line, with a payment-type label sitting inside the description. The converter reads each of those into its own column, so the Zoho-ready CSV imports into Zoho Books cleanly.
Where do I download the TSB statement?expand_more
From Internet Banking or the app, under Statements. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
Does it work on a scanned TSB statement?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
Is it free?expand_more
Yes — the CSV downloads with no login and no charge to start.