Convert first direct Bank Statement PDF to Excel & CSV
Upload a first direct statement PDF, check the free preview, and download a clean spreadsheet with your statement's own columns.
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PDF up to 50 MB and 200 pages · Free for statements up to 5 pagesHow to download your first direct statement PDF
- In the app, on the Balances screen tap the three dots on the account you want a statement for.
- Select 'Statements'; the three most recent statements show first and you can choose earlier years.
- In Online Banking, select 'Statements' in the top right of your transactions page.
- Open a statement and use the download icon to print, send or save it.
Note: Statements are available in PDF format for most accounts as soon as they are available, and you can view up to 6 years of transactions and charges.
first direct: Statements and balances →
Menu names in online banking change from time to time. Download the official PDF statement itself; a photo or scan of a printed statement converts less reliably.first direct statement conversion: common questions
first direct says you can download and view statements in PDF format for most of its accounts as soon as they're available.
The three most recent statements are shown straight away, and you can choose from previous years below.
One clean sheet with the same column names and order as your statement (such as Date, Description, Withdrawals, Deposits, Balance), every transaction row, and amounts as real numbers so SUM, sorting, and filters work properly in Excel.
Statements of up to 5 pages are free once per email every 24 hours. Longer statements or subsequent small conversions require a one-time payment shown before download. You can inspect the first 10 rows in the free preview before paying.
No. PDFtoRow is an independent document converter and is not affiliated with, endorsed by, or sponsored by first direct. We never ask for your online banking password or login; you upload a statement PDF you downloaded yourself.
Official first direct sources
- first direct: Statements and balances (firstdirect.com, checked 2026-10-29) — Page confirms app and Online Banking steps, PDF format and 6-year period; specific account types not named.