Why Convert First Direct to OFX?
Convert your First Direct (HSBC) bank statement from PDF to OFX format. Open Financial Exchange (.ofx) is a standardised financial data format designed specifically for importing transactions into personal finance and accounting software. — BankScan AI handles DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers automatically.
OFX Output Details
Open Financial Exchange (.ofx) is a standardised financial data format designed specifically for importing transactions into personal finance and accounting software. BankScan AI generates OFX 2.2 compliant files with proper BANKACCTFROM headers, STMTTRN transaction records, and FITID unique identifiers for each transaction to prevent duplicates on re-import. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
Getting Your First Direct PDF
Log in to First Direct Online Banking, go to 'Statements', select the account and date range, and download as PDF. First Direct also supports OFX export under 'Download transactions' for direct import into accounting software.
How It Works
Upload your First Direct PDF
Drop your First Direct bank statement PDF into BankScan AI. Supports PDF formats.
AI extracts all transactions
Our engine parses First Direct's DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with 99%+ accuracy.
Download as OFX
Get your data as OFX (.ofx). Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds
First Direct to OFX Features
- First Direct optimised — Trained on First Direct's minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with DD MMM YYYY parsing
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Format compatibility — Compatible with QuickBooks Desktop, GnuCash, Microsoft Money
Convert First Direct to OFX Now
Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds
Convert First Direct to OFX Free