First Direct Statements for Rental Application
Preparing First Direct bank statements for rental application? Letting agents and referencing agencies require 3 months of bank statements to verify tenant income and affordability. Tenants need to provide clear, readable statements.
Convert First Direct Statements Instantly
BankScan AI converts your First Direct statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers automatically. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
About First Direct Statement Format
First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
Getting Your First Direct Statement for Rental Application
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. Download 3 months of recent statements, covering the period immediately before the application of statements.
How It Works
Upload your First Direct statement
Drop your First Direct (HSBC) statement PDF. Supports PDF. Need 3 months of recent statements, covering the period immediately before the application? Upload them all.
AI extracts every transaction
Our AI handles First Direct's DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers — extracting Regular salary or income deposits, rent payments to current .
Use for rental application
Download formatted Excel ready for rental application. Clear income identification with employer name visible, current rent payments highlighted, no redactions that would raise suspicion with the referencing agency
First Direct + Rental Application Features
- First Direct optimised — Handles DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers
- Built for rental application — Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
- Period coverage — Convert 3 months of recent statements, covering the period immediately before the application of First Direct statements in minutes
Convert First Direct for Rental Application — Fast
Rental properties move fast, especially in London; referencing must often be completed within 24-48 hours to secure the property before another applicant
Convert First Direct Statement Free