HSBC + Sage: Bridge the Gap
Need to get your HSBC UK bank statement into Sage? HSBC uses DD MMM YYYY and single amount column with DR/CR indicators and running balance — which needs converting to CSV (Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts HSBC for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. HSBC statements often use multi-line transaction descriptions and older PDF formats that generic converters struggle with.
How It Works
Upload your HSBC PDF
Drag and drop your HSBC statement. Supports PDF, scanned PDF with DD MMM YYYY handling.
AI converts for Sage
Our AI parses HSBC's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
HSBC to Sage Features
- HSBC optimised — Trained on HSBC's single amount column with DR/CR indicators and running balance with DD MMM YYYY parsing
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts DD MMM YYYY to DD/MM/YYYY automatically
Import HSBC Data into Sage
After converting your HSBC statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import HSBC into Sage Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import HSBC to Sage Free