TSB + FreeAgent: Bridge the Gap
Need to get your TSB Bank bank statement into FreeAgent? TSB uses DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance — which needs converting to CSV / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts TSB for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.
How It Works
Upload your TSB PDF
Drag and drop your TSB statement. Supports PDF with DD MMM YY handling.
AI converts for FreeAgent
Our AI parses TSB's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
TSB to FreeAgent Features
- TSB optimised — Trained on TSB's single column with Type indicators, payment/receipt amounts, and running balance with DD MMM YY parsing
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import TSB Data into FreeAgent
After converting your TSB statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import TSB into FreeAgent Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import TSB to FreeAgent Free