First Direct + Pandle: Bridge the Gap
Need to get your First Direct (HSBC) bank statement into Pandle? 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 / QIF (Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits) for Pandle import.
How BankScan AI Converts First Direct for Pandle
BankScan AI's CSV output imports directly into Pandle's bank statement upload feature. Perfect for sole traders who receive statements from clients or banks without direct feeds. 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 Pandle
Our AI parses First Direct's layout, converts dates to DD/MM/YYYY, and outputs CSV / QIF.
Import into Pandle
In Pandle, go to Banking > select your account > Import Transactions. Upload the CSV or QIF file from BankScan AI. Pandle auto-maps standard column formats.
Pandle Import Tip
Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits
First Direct to Pandle 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
- Pandle formatted — Output as CSV / QIF with Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits
- Date conversion — Converts DD MMM YYYY to DD/MM/YYYY automatically
Import First Direct Data into Pandle
After converting your First Direct statement with BankScan AI:
- In Pandle, go to Banking > select your account > Import Transactions
- Upload the CSV or QIF file from BankScan AI
- Pandle auto-maps standard column formats
Common Import Issues
Pandle's free tier limits bank feed connections — manual CSV import via BankScan AI is the workaround for banks without direct Pandle feeds.
Import First Direct into Pandle Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import First Direct to Pandle Free