First Direct + Coconut: Bridge the Gap
Need to get your First Direct (HSBC) bank statement into Coconut? First Direct uses DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers — which needs converting to CSV (Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses) for Coconut import.
How BankScan AI Converts First Direct for Coconut
Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
How It Works
Upload your First Direct PDF
Drag and drop your First Direct statement. Supports PDF with DD MMM YYYY handling.
AI converts for Coconut
Our AI parses First Direct's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Coconut
In Coconut, go to Transactions > Import. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data.
Coconut Import Tip
Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
First Direct to Coconut 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
- Coconut formatted — Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
- Date conversion — Converts DD MMM YYYY to DD/MM/YYYY automatically
Import First Direct Data into Coconut
After converting your First Direct statement with BankScan AI:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Import First Direct into Coconut Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import First Direct to Coconut Free